Gary Brode of Deep Knowledge Investing and Dr. Soumi Eachempati of Chelsea Health Solutions and Cleared4Work and member of the Deep Knowledge Investing Board of Advisors discuss the current efforts to produce a Covid-19 vaccine. We talk about the potential vaccine solutions at different companies, the regulatory hurdles, and realistic expectations regarding the timing and effectiveness of a vaccine. Much of this information is different from some of the headlines we’re seeing in the press.
The Depth Report – HCA Healthcare, Inc. (HCA) – Heads I win – Tails I win
Overview: On February 24, 2020, we published Net Short explaining that we had gone short against the market due to concerns about the coronavirus. Over the next 3 weeks, we wrote 3 additional pieces (here, here, and here) reiterating and amplifying our bearish position. During that period, the market fell 29%. More recently, we have … Read more