The Depth Report – Early Results Confirming Thesis
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Company Research
LVS Update
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LVS Update
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The Depth Report – 2022 Headlines are all Terrible Unless You’re a DKI Subscriber
Introduction: Last July, we wrote a mid-year piece commenting on all the doom and gloom in the financial press. We constantly saw headlines saying 2022 was the worst first half for stock and/or bond markets since decades ago. We responded at the time that we had told DKI subscribers to short the market the first … Read more
PCE and $LVS
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This Was Easy to Predict – Saudis and China
Most of the analysis we do at Deep Knowledge Investing is detailed and complicated. People often ask me how long it takes to write a post. The answer is it typically takes 1-3 hours to write something and days/weeks/months of research to know enough to have confidence in my conclusions. Sometimes, things just seem obvious…In … Read more
Las Vegas Sands Update
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Las Vegas Sands Update
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The Depth Report – Protests in China and the Portfolio
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A Note for Subscribers
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