Enova International (ENVA) just announced an increased stock buyback of $100 million. The company had $27 million left on its existing buyback authorization so this represents an increase of $73 million. Given how cheap the stock is and that last quarter represented an all-time high for loan originations, we like the move.
There’s a story on Bloomberg News saying Houghton Mifflin ($HMHC) is exploring a sale. The company has hired an advisor, and Private Equity firms are doing due diligence. HMHC has been on the Deep Knowledge Investing buy list since January of 2021, and we continue to own a position. The stock has traded up in … Read more
DKI has been writing about #inflation, #interestrates, and #hedging. Here’s some great analysis by member of the DKI Board of Advisors, Peter Costa: Time to Ramble On
You are invited to a Zoom webinar. This Wednesday, 11 ET, Gary Brode of Deep Knowledge Investing will interview hospitality industry leader Andy McLellan to discuss Terra Green Destinations and the creation of scalable, sustainable, luxury eco resorts across the globe. When: Jan 12, 2022 11:00 AM Eastern Time (US and Canada) Topic: Terra Stories: … Read more
