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
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
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
February’s webinar will focus on energy including oil, gas, nuclear/uranium, and related geopolitical events that affect this sector of the market. We’ll be hosting energy expert, Tracy Shuchart, CEO and Founder of Hilltower Resource Advisors on Tuesday, February 13th at 12pm Eastern Time. She started her career in 2005, in finance, at the Chicago Board … Read more
