Company Research
Deep Knowledge Investing Webinar with Enrique Abeyta of HX Research on Talen Energy ($TLN)
Note – we just moved the time. The new correct time is 12pm tomorrow (Thursday, the 7th) I’ll be discussing Talen Energy ($TLN) with Enrique Abeyta of HX Research this Thursday, November 7th at 12pm Eastern Time. We will be discussing the recent adverse regulatory decision and how it affects Talen and other co-location projects. … Read more
authID ($AUID) – Notes from Today’s Research Call
I had a research call today with someone who used to be a C-level executive at authID ($AUID). This individual no longer works there. Providing additional identifying information would violate an agreement I made to be able to do the call. Here’s the information I collected: Almost a decade ago, he thought the company … Read more
authID ($AUID) – New Customer Press Release is Better Than it Seems
This morning authID ($AUID) announced a $10MM contract with an Indian AI company. Let’s go through the details: The Indian company has an AI solution for writing new applications and code. They will use $AUID’s technology to provide biometric authentication to their customers in the banking, financial services, emergency services, and transportation industries. There … Read more
Talen Energy – Guest Post by Enrique Abeyta
Five months ago, Enrique Abeyta of HX Research brought us Talen Energy ($TLN). In a webinar we were fortunate enough to host, he demonstrated exceptional knowledge and expert analysis of a company that fits well with DKI’s positive thesis on energy demand, nuclear power, and uranium. Since then, the stock has been a fantastic performer … Read more