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

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