Company Research
Laks Ganapathi on Electric Vehicles
Gary Brode of Deep Knowledge Investing speaks with Laks Ganapathi of Unicus Research. She’s an ESG investor with concerns about the future of the EV industry. We address: Critical challenges that are holding EV’s back? What can we do to move batteries to be less expensive and not as difficult to properly dispose of once … Read more
Hospital Research Call
Just spoke with a hospital CEO through Stream Research Group. He thinks total hospital wages are up 10% – 15% and payroll is about 40% – 60% of expenses. Hospitals are only getting 2% price increases so margins are compressed or turning negative System is going towards a few large chains, higher costs, and longer … Read more
Deep Knowledge Investing Interviews Andrew Scott of Inside Asian Gaming on the Macau Gaming Law
Gary Brode of Deep Knowledge Investing speaks with IAG CEO, Andrew Scott on the Macau Gaming Law. We cover the law and its commercial implications, how the concession tender process will play out in 2022, and how the government of mainland China is exercising its influence.
First Half Headlines are all Terrible Unless You’re a DKI Subscriber
At this point, you’ve probably read at least a dozen headlines explaining that the first half of 2022 is the worst for the market in over 50 years. The headlines and commentary we’re seeing are apoplectic. This came from Barron‘s last night: The first half of the year was terrible. Worst in decades for stocks. … Read more