Company Research Archives - Page 39 of 41

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

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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

The Depth Report – Las Vegas Sands (LVS) – It Got Better Even Faster Than Expected

September 16, 2021October 23, 2020 by Gary Brode

Overview: On April 27, 2020, we published a piece on Las Vegas Sands. The stock was at $43 and we recommended buying it. On June 10th, we sold the position at $52. The stock had moved over 20% in under a month and a half, and we were concerned about an extension of the coronavirus … Read more

Brand new SumZero Headlines podcast with Gary Brode on HCA Healthcare

September 16, 2021October 22, 2020 by Gary Brode

The SumZero Headlines Podcast is back with a new episode on the #hospital industry. This week, we sat down with Gary Brode of Deep Knowledge Investing to unpack his HCA Healthcare thesis and explain the combined impact of #COVID19 and imminent changes to the #supremecourt and #affordablecareact on the business. We also touch on changes … Read more

Casino Gaming – The Pace of Recovery

November 2, 2021October 19, 2020 by Gary Brode

Please join Gary Brode of Deep Knowledge Investing and Howard Jay Klein, 30-year C-level gaming executive, member of the Deep Knowledge Investing Board of Advisors, and author of The House Edge, for an in-depth conversation covering the casino gaming space including Covid-19 restrictions, the pace of recovery in the US, Macau, and Singapore, and developments in Japan.

Howard discusses some new consumer research out of China regarding the conditions gamblers in Macau need to see before they feel comfortable entering a casino. This information has never been discussed in a public forum prior to this call.

Depth Check – HCA Healthcare, Inc. (HCA) – Heads and Tails – Even Better Than We Thought

September 16, 2021October 13, 2020 by Gary Brode

Overview: In August, we published a piece recommending HCA Healthcare (ticker: HCA). We noted that the stock had traded down in the first quarter on fears that suspension of high-margin elective surgeries to focus solely on Covid-19 patients would result in terrible financial performance. When we published the piece, we believed the stock was trading … Read more

The Depth Report – Depth Check – HCA Healthcare, Inc. (HCA)

September 16, 2021September 24, 2020 by Gary Brode

Overview: Last month, we published a positive writeup on HCA Healthcare, Inc. (HCA). Our thesis was that the stock was trading at a discounted multiple due to uncertainty over when the hospitals would be able to return to high-margin elective surgeries. We noted that if the current wave of Covid-19 infections were to subside, the … Read more

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