Market Commentary

An Economic and Marketing Analysis of Shohei Ohtani’s Unusual Contract

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Introduction Shohei Ohtani is a Japanese baseball star who just signed a $700MM contract with the Los Angeles Dodgers making him one of the highest paid players in sports history. The full contract hasn’t been made public, and is pending a few details before being finalized. That means Deep Knowledge Investing hasn’t been able to … Read more

Weekly Points – December 1st, 2023 – 5 Things to Know in Investing This Week – The Government and Consumer Big Spending Issue

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It was a big week for spending. The consumer bought huge amounts of holiday gifts. (For my fellow Michiganders, the consumer did get much on sale because they require big savings.) The government bought a big positive revised GDP print. And Sheldon Adelson’s widow, Miriam, bought most of a basketball team. If you don’t want … Read more

I’ve Always Been Pro-Buyback

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This piece was originally published on November 30th, 2023. Overview: For many years, I’ve seen prominent investors criticize stock buybacks. In the worst examples, they’ve said buybacks provide only a one-time lift to earnings with no long-term benefit. Recently, investor Harris Kupperman, wrote about the subject of dividends vs buybacks and came out strongly in … Read more

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