Research and Insights | Investment Advice

The Depth Report – Houghton Mifflin Harcourt (HMHC) – Big Price for the Publishing Division

October 28, 2021March 31, 2021 by Gary Brode

Overview: In early February, we wrote about Houghton Mifflin Harcourt (HMHC) recommending purchasing the stock due to an improving business model. In that piece, we noted that the company was considering the sale of its Books & Media business, and that proceeds would likely be used to pay down debt. Yesterday, Houghton Mifflin announced the … Read more

The Depth Report – Houghton Mifflin Harcourt (HMHC) – Improving Business Model

October 11, 2022February 9, 2021 by Gary Brode

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Depth Check – HCA Healthcare, Inc. (HCA) 4th Quarter Earnings – Thesis Confirmed

September 16, 2021February 3, 2021 by Gary Brode

Overview: In August, we recommended HCA Healthcare, Inc. (HCA) stock in a piece titled “Heads I win – Tails I win”. We wrote, “we see a stock that has been hit by Covid-19 concerns, and which is in a good position to have improving fundamental performance regardless of what happens with the virus.” In October, … Read more

Can mutations affect the results of Covid-19 tests?

September 16, 2021January 21, 2021 by Gary Brode

Important analysis by a member of the Deep Knowledge Investing Board of Advisors: https://www.cleared4.org/post/can-mutations-affect-the-results-of-covid-19-tests #covidtesting #vaccine

The Depth Report – Why We’re Buying Bitcoin – Update

December 26, 2024January 5, 2021 by Gary Brode

Overview: On November 9th, 2020, we published the original version of this article on Bitcoin. In the less than 2 months since we wrote that piece, Bitcoin is up 115% from $15,480 to $33,217 as of this writing. Despite the significant increase in price, we see further value, and are updating the “Return Potential” … Read more

Depth Check – HCA Healthcare, Inc. (HCA)Probably Correct About the ACA – Stock Up

September 16, 2021November 17, 2020 by Gary Brode

Overview: When Justice Ruth Bader Ginsburg died in September, there was speculation that a conservative judge Amy Coney Barrett was the leading candidate to be elevated to fill the Supreme Court opening. This would cause concern that a more conservative court would declare the Affordable Care Act (known as the ACA or Obamacare) to be … Read more

Dive into the Cruise Line Industry with Gary Brode

October 29, 2021November 11, 2020 by Gary Brode

TERRA STORIES Impact Investing Series, EP. 1

Please join us for our premier episode as Terra Founder Tony Saxton interviews Gary Brode of Deep Knowledge Investing. Our discussion this week focuses on the sustainable efforts (and some failures) within the Cruise Line Industry. To join the discussion and participate in our program, follow us on LinkedIn for our recording schedule announcements. Please reach out to us at info@terrastories.bz for questions, comments or suggestions for topics. Hosts: Gary Brode, Paul Savoldelli Producers: Ann Volkwein Editor: Eliot Korb

The Depth Report – Why We’re Buying Bitcoin

December 26, 2024November 9, 2020 by Gary Brode

Overview: A few years ago, Bitcoin was a niche asset and somewhat of a curiosity. People were excited by the quick rise in the price of the asset; but also, confused about how to purchase and spend it. There were also widespread concerns regarding where and how the digital currency could be spent, and also … Read more

A Return to Civil Discourse – Part 1

October 29, 2021October 29, 2020 by Gary Brode

Please join Gary Brode of Deep Knowledge Investing and Jason Galui of 4 Liberty Consulting LLC (and member of the DKI Board of Advisors) for a discussion about the Presidential Election. A recently retired U.S. Army Lieutenant Colonel, Jason served 4 years in the White House under both President Obama and President Trump across a … Read more

The Depth Report – Las Vegas Sands (LVS) – It Got Better Even Faster Than Expected

September 16, 2021October 23, 2020 by Gary Brode

Overview: On April 27, 2020, we published a piece on Las Vegas Sands. The stock was at $43 and we recommended buying it. On June 10th, we sold the position at $52. The stock had moved over 20% in under a month and a half, and we were concerned about an extension of the coronavirus … Read more

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