Company Research
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