Company Research
Shockwave Medical ($SWAV) – Call With an Interventional Cardiologist
Disclaimer: There is a financial disclaimer at the end that is an important part of this report. This report discusses a company that makes medical devices. Nothing in it should be considered medical advice. DKI does not provide medical advice, and I am not a physician, medical professional or otherwise qualified to offer medical advice. … Read more
News on Las Vegas Sands ($LVS)
Recently, Fitch upgraded Las Vegas Sands’ ($LVS) debt from BB+ to BBB-. This is a response to rising cash flow and EBITDA from Macau. This recovery is something DKI has been writing on for more than a year. The Fitch upgrade assumes that Sands continues to pay the current dividend, continues to buy back hundreds … Read more
Current Recommendations Page Now Includes Weightings
I get a lot of questions regarding my weightings in specific names. As a result, I’ve added weightings to the Current Recommendations page. I will update these weightings monthly. As always, should I make changes to any portfolio position, I will post that to the premium blog immediately. Information contained in this report, and … Read more
A Good Miss – The Idea Where We Didn’t Invest
As Deep Knowledge Investing has grown its individual subscribers, we’ve done more on the topic of investor education. I thought it would be interesting for you to find out about an investment we didn’t make and why. In late 2021/early 2022, I took a look at Fiverr ($FVRR). The company is an online marketplace … Read more