Portfolio Update
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Company Research
First Half Headlines are all Terrible Unless You’re a DKI Subscriber
At this point, you’ve probably read at least a dozen headlines explaining that the first half of 2022 is the worst for the market in over 50 years. The headlines and commentary we’re seeing are apoplectic. This came from Barron‘s last night: The first half of the year was terrible. Worst in decades for stocks. … Read more
Deep Knowledge Investing in Inside Asian Gaming
I’ve mentioned previously that I’ve read Inside Asian Gaming every night for the past 8 years. It’s the best publication available to keep up with the largest gaming market in the world. Today, we’re pleased to announce that Deep Knowledge Investing has its own mention in the Macau Gaming paper of record. Please check out … Read more
New Webinar – Andrew Scott of Inside Asian Gaming on The Macau Gaming Law
We’re excited to welcome Andrew Scott, the CEO of Inside Asian Gaming, for a webinar titled: Where to Now for the Macau Gaming Industry The new Macau gaming law and its commercial implications How the concession tender process will play out in 2022 H2 Mainland China’s Macau posture and its impact on the market I’ve … Read more
Invested.dk Interviews DKI on Oil, Gold, Fx, and Portfolio Hedging
My Ravn of Invested.dk interviews Gary Brode of Deep Knowledge Investing on oil, gold, currency, and portfolio hedging. We’d like to thank My, the Invested.dk community, and our Norwegian friends who joined us for this interesting webinar on current market issues.
Potential Acquisition Offer for 2U (TWOU)
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Portfolio Update
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Twitter Update – A Cynical Analysis
Last week, we wrote that we thought the probability of Elon Musk completing his acquisition of Twitter (ticker: TWTR) for the agreed $54.20 per share price was remote, and argued that Twitter management’s unwillingness to provide backup for their claim that fake accounts were less than 5% was an indication that this was a real … Read more
The Depth Report Elon Musk is the Least of Twitter’s Problems
Overview: My first job on the “buy side” was in risk arbitrage. That’s a fancy name for investing based primarily on capturing the difference between the current price of a stock, and the value shareholders are due to receive in a merger or acquisition. At that time, there were a lot of announced deals, a … Read more
Oil Prices are Up – What Do We Buy Now?
Want to know what oil stocks we’re buying and why? This video explains it all:
