The Depth Report – Online Education – The Institutional Problem

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Robert Scott, the President Emeritus of Adelphi University published an article linking to our work where he claimed that tuition costs, poor return on investment, and student debt are not valid concerns for students considering online vs on-campus study. This is a topic that deserves national discussion and debate. In an extensively researched piece, we … Read more

Finding the Next Amazon in Ed Tech

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Higher education in the U.S. is in crisis. The average American college student leaves university with burdensome debt loads and much doubt about securing a successful career. Gary Brode, founder of Deep Knowledge Investing, returns to Real Vision to argue that the solution to this problem is online education. Brode tells Real Vision’s Jack Farley … Read more

Deep Knowledge Investing Featured on Chinese Media

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We’d like to thank Jia Guo of Stansberry China for working with us on this week’s piece on online education and Coursera. Jia, it was such a pleasure working with you, and we look forward to creating lots of great stock-related content with you in the future. Thanks to Stansberry China and Jia for a … Read more

Deep Knowledge Investing interviewed on Stocks for Beginners

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I’d like to thank Philip Muscatello for having me on Stocks for Beginners, his fantastic podcast focusing on helping new investors understand the markets. We discussed online education, and Phil made sure the discussion was approachable by investors of all experience levels. Phil – thanks for the great conversation! For those of you interested in … Read more

Deep Knowledge Investing on RealVision

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We’d like to thank Jack Farley and the team at RealVision for having us on yesterday’s show to talk about online education. It was an in-depth segment featuring great questions from both Jack and the audience. Link here: https://rvtv.io/2UmHxnw #investing #onlineeducation #realvision #deepknowledgeinvesting $cour $twou #highereducation #innovation

Deep Knowledge Investing – A Conversation with Jim Osman of The Edge

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Please join us for a discussion with Jim Osman of The Edge regarding special situations investing. We’ll have Jim discussing how his firm identifies attractive special situation ideas as well as a couple of his favorite current ideas. Recommended viewing for anyone interested in catalyst-driven investing.

Depth Check– Enova International (ENVA) – Specialty Finance in a Rising Rate Environment

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Overview: The biggest question in finance today relates to the Federal Reserve and interest rates. We’ve had years of rates at or around 0%, and unprecedented creation of dollars. Now, with inflation starting to rise, unemployment coming down, and widespread re-opening of the economy, it’s apparent that the Fed will need to raise interest rates … Read more

A Conversation with IronHold Capital About Investing in India

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Please join us for a discussion with Siddharth Singhai of IronHold Capital regarding investing in India. Topics to be covered include:

– What makes India an attractive investment destination
– How to navigate the impact of Covid-19 in India
– How to gain a competitive advantage in this market

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