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
Please join Gary Brode of Deep Knowledge Investing and Michael Kliegman, member of the Deep Knowledge Investing Board of Advisors, and former Group Chief in the IRS National Office, for an in-depth conversation covering the Biden tax plan.
We cover expected changes in marginal tax rates, likely dates of implementation, the implications of a higher GILTI rate, capital investment incentives, a possible wealth tax, and the SALT deduction cap.
The SumZero Headlines Podcast is back with a new episode on the #hospital industry. This week, we sat down with Gary Brode of Deep Knowledge Investing to unpack his HCA Healthcare thesis and explain the combined impact of #COVID19 and imminent changes to the #supremecourt and #affordablecareact on the business. We also touch on changes … Read more
Please join Gary Brode of Deep Knowledge Investing and Howard Jay Klein, 30-year C-level gaming executive, member of the Deep Knowledge Investing Board of Advisors, and author of The House Edge, for an in-depth conversation covering the casino gaming space including Covid-19 restrictions, the pace of recovery in the US, Macau, and Singapore, and developments in Japan.
Howard discusses some new consumer research out of China regarding the conditions gamblers in Macau need to see before they feel comfortable entering a casino. This information has never been discussed in a public forum prior to this call.
Overview: In August, we published a piece recommending HCA Healthcare (ticker: HCA). We noted that the stock had traded down in the first quarter on fears that suspension of high-margin elective surgeries to focus solely on Covid-19 patients would result in terrible financial performance. When we published the piece, we believed the stock was trading … Read more
Please join us for a timely discussion about hard assets and inflation. Gary Brode of Deep Knowledge Investing will be covering gold, bitcoin, and inflation with Peter Doyle and Chris Bell of Horizon Kinetics. Horizon Kinetics manages $5 billion, and were early investors in bitcoin.
Gary Brode of Deep Knowledge Investing, and Heather Heldman of Luminae Group and member of the Deep Knowledge Investing Board of Advisors to discuss the China/US relationship and the impact of upcoming events on financial markets.
Please join us for an in-depth conversation covering China’s actions in Hong Kong and Taiwan, supply chain disruption, whether US companies should move production out of China, and possible delisting of Chinese equities trading in US markets. If your portfolio has exposure to Chinese supply chain and manufacturing issues, you’ll want to be part of the conversation.
#supplychain#china#logistics#investing#tiktok#geopolitics#trade#shipping#internationaltrade
Overview: Last month, we published a positive writeup on HCA Healthcare, Inc. (HCA). Our thesis was that the stock was trading at a discounted multiple due to uncertainty over when the hospitals would be able to return to high-margin elective surgeries. We noted that if the current wave of Covid-19 infections were to subside, the … Read more
Gary Brode, Raji Khabbaz, and Deep Knowledge Investing discuss unemployment, the federal reserve, and the recent tech stock rout.
We saw an improving unemployment number followed by a decline in tech stocks. What’s happening here? Does the economy matter, or just the Federal Reserve? We explain.
Gary Brode of Deep Knowledge Investing speaks with DKI Board Member, Raji Khabbaz, about how we’re investing and hedging with the market at all-time highs and significant economic, political, and trade risks present. Other members of the Deep Knowledge Investing Board of Advisors contribute to the conversation as well.
