Company Research
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