An Interesting Return on Capital Idea from a DKI Subscriber
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Company Research
Coursera 3Q ’23 Earnings
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Enova International 3Q ’23 Earnings
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Portfolio Update 4
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Portfolio Update 3
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Portfolio Update 2
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Portfolio Update
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Macau Visitation Hitting 2019 Levels
Inside Asian Gaming reporting that Macau visitation is over 100k/day and back at 2019 levels. https://www.asgam.com/index.php/2023/10/24/macau-hits-new-milestone-with-more-than-105000-visitor-arrivals-on-consecutive-days/
Las Vegas Sands – 3Q ’23 Earnings
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5 Things to Know in Investing This Week – October 13th, 2023
The Chutzpah Issue Chutzpah is a Yiddish word that loosely translates to a combination of gall, obnoxious assumptions, and courage. There’s an old saying that the definition of chutzpah is killing your parents and begging the judge for leniency because you’re an orphan. I also like the way Futurama “explained” it. In this week’s 5 … Read more
