Energy Portfolio Update
I’ve made a couple of changes to the energy positions. For an updated version for subscribers, please check here: https://deepknowledgeinvesting.com/current-recommendations/
Company Research
Depth Check – Coursera Update
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Depth Check – Coursera 4Q Results
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Depth Check – Enova International 4Q Earnings
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The Depth Report – The Next Earnings Tell
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Depth Check – Las Vegas Sands 4Q Results
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The Depth Report – Early Results Confirming Thesis
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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
