Company Research
Great Article on the Supply/Demand Imbalance for Uranium
I’ve been positive on uranium for years and DKI subscribers have more than doubled their money in that particular investment. In multiple posts, I’ve outlined my thesis explaining the imbalance between coming demand and how long it will take for supply to adjust. Nick Giambruno, who has had guest posts in this space, published a … Read more
Enrique Abeyta, Nuclear Energy, and Talen Energy $TLNE
You all know I’m very bullish on nuclear energy. DKI has expressed that opinion through a huge position in physical uranium which has more than doubled in a couple of years. Today, we’re going to be hosting Enrique Abeyta of HX Research as he discusses his positive thesis on Talen Energy ($TLNE) which owns a … Read more
Projection and Inaccurate Accusations by the Short Sellers in AuthID ($AUID)
In my original report on AuthID, I treated the work done by short sellers with respect. I noted that they had been right on the stock for several years, and explained where my current view differed from theirs. I invited them to contact me if they had any issues with my report, or thought I … Read more
AuthID ($AUID) Full Report
AuthID ($AUID) A Skewed Return Distribution with Huge Upside in a Growing Market If you’d like to read this report in PDF form, you can download it here. Overview: When was the last time you went a month without hearing about a huge technology breach? We’ve seen identities stolen when usernames and passwords were … Read more