Company Research Archives - Page 37 of 40

Deep Knowledge Investing on RealVision

November 2, 2021August 17, 2021 by Gary Brode

We’d like to thank Jack Farley and the team at RealVision for having us on yesterday’s show to talk about online education. It was an in-depth segment featuring great questions from both Jack and the audience. Link here: https://rvtv.io/2UmHxnw #investing #onlineeducation #realvision #deepknowledgeinvesting $cour $twou #highereducation #innovation

The Depth Report – Online Education – Coursera (COUR) and 2U (TWOU)

October 11, 2022August 13, 2021 by Gary Brode

This content is for premium members only.
Join Now

Already a member? Log in here

Depth Check– Enova International (ENVA) – Specialty Finance in a Rising Rate Environment

November 2, 2021June 28, 2021 by Gary Brode

Overview: The biggest question in finance today relates to the Federal Reserve and interest rates. We’ve had years of rates at or around 0%, and unprecedented creation of dollars. Now, with inflation starting to rise, unemployment coming down, and widespread re-opening of the economy, it’s apparent that the Fed will need to raise interest rates … Read more

Depth Check– Enova International (ENVA) – Less Risky Than We Initially Thought

September 16, 2021May 21, 2021 by Gary Brode

Overview: A few weeks ago, we recommended purchase of Enova International (ticker: ENVA). While we are positive on the company, we did express some concerns in the initial report: We do note concern regarding 1Q loan growth, entry of lower-priced traditional banks and credit unions into Enova’s market, and a much longer than usual risk … Read more

The Depth Report – Enova International (ENVA) – Tested in Bad Times with Great Risk/Reward

October 11, 2022April 27, 2021 by Gary Brode

This content is for premium members only.
Join Now

Already a member? Log in here

The Depth Report – Houghton Mifflin Harcourt (HMHC) – Big Price for the Publishing Division

October 28, 2021March 31, 2021 by Gary Brode

Overview: In early February, we wrote about Houghton Mifflin Harcourt (HMHC) recommending purchasing the stock due to an improving business model. In that piece, we noted that the company was considering the sale of its Books & Media business, and that proceeds would likely be used to pay down debt. Yesterday, Houghton Mifflin announced the … Read more

The Depth Report – Houghton Mifflin Harcourt (HMHC) – Improving Business Model

October 11, 2022February 9, 2021 by Gary Brode

This content is for premium members only.
Join Now

Already a member? Log in here

Depth Check – HCA Healthcare, Inc. (HCA) 4th Quarter Earnings – Thesis Confirmed

September 16, 2021February 3, 2021 by Gary Brode

Overview: In August, we recommended HCA Healthcare, Inc. (HCA) stock in a piece titled “Heads I win – Tails I win”. We wrote, “we see a stock that has been hit by Covid-19 concerns, and which is in a good position to have improving fundamental performance regardless of what happens with the virus.” In October, … Read more

Depth Check – HCA Healthcare, Inc. (HCA)Probably Correct About the ACA – Stock Up

September 16, 2021November 17, 2020 by Gary Brode

Overview: When Justice Ruth Bader Ginsburg died in September, there was speculation that a conservative judge Amy Coney Barrett was the leading candidate to be elevated to fill the Supreme Court opening. This would cause concern that a more conservative court would declare the Affordable Care Act (known as the ACA or Obamacare) to be … Read more

Dive into the Cruise Line Industry with Gary Brode

October 29, 2021November 11, 2020 by Gary Brode

TERRA STORIES Impact Investing Series, EP. 1

Please join us for our premier episode as Terra Founder Tony Saxton interviews Gary Brode of Deep Knowledge Investing. Our discussion this week focuses on the sustainable efforts (and some failures) within the Cruise Line Industry. To join the discussion and participate in our program, follow us on LinkedIn for our recording schedule announcements. Please reach out to us at info@terrastories.bz for questions, comments or suggestions for topics. Hosts: Gary Brode, Paul Savoldelli Producers: Ann Volkwein Editor: Eliot Korb

Invite & Earn

Available Coupon