Company Research

Shockwave is in Takeover Talks

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This piece was originally published on March 26th, 2024 In December, DKI recommended Shockwave Medical ($SWAV) at $190. The thesis was the company was growing quickly due to an unchallenged best-in-class product enabling stent placement in cases that were difficult due to excessive calcification of an artery. We further said that the company was a … Read more

Guest Post – Electric Vehicles Scar Our Environment – By Laks Ganapathi of Unicus Research

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We’ve spent the last decade or so hearing about how electric vehicles would save the environment. EVs have been marketed as zero-emission vehicles and have benefited from both generous government subsidies and increasingly stringent regulations on conventional internal combustion vehicles. At Deep Knowledge Investing, we’re always interested in high-quality research that challenges conventional wisdom. When … Read more

Webinar on Energy with Tracy Shuchart of Hilltower – New Time

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Tuesday’s webinar on energy with Tracy Shuchart has been moved to 11am Eastern Time. All are welcome. Login details here: Gary Brode is inviting you to a scheduled Zoom meeting.   Join Zoom Meeting https://us06web.zoom.us/j/89536650169   Meeting ID: 895 3665 0169   —   One tap mobile +19292056099,,89536650169# US (New York) +16469313860,,89536650169# US   — … Read more

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