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Portfolio Update

October 11, 2022June 13, 2022 by Gary Brode
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Categories Market Commentary, Premium Content Tags #inflation #interestrates #staflation #portfoliomanagement

Enova (ENVA) Research Call

October 11, 2022April 4, 2022 by Gary Brode
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Categories Company Research, Premium Content Tags $enva

Las Vegas Sands – Two Pieces of News

October 11, 2022March 14, 2022 by Gary Brode
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Categories Company Research, Premium Content Tags $lvs, DKI Stock Picks

Minor Portfolio Change – Oil

October 11, 2022March 12, 2022 by Gary Brode
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Categories Market Commentary, Premium Content Tags Hedging, Inflation, Oil, War

Burgundy Asset Management Also Unhappy with the Price for HMHC

October 11, 2022March 11, 2022 by Gary Brode
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Categories Company Research, Premium Content Tags #DKIStockPicks, $hmhc

Engine Capital Going for More on Houghton Mifflin

October 11, 2022March 9, 2022 by Gary Brode
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Categories Company Research, Premium Content Tags $hmhc, DKI Stock Picks

The Depth Report – The Fog of War, Uncertainty, and a Plan

October 11, 2022March 8, 2022 by Gary Brode
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Categories Company Research, Market Commentary, Premium Content Tags $cour, $enva, $lvs, DKI Stock Picks, Inflation, Interest Rates, Market Hedge, War

LVS and a Lesson in Investing

October 11, 2022March 2, 2022 by Gary Brode
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Categories Company Research, Premium Content Tags $lvs, DKI Stock Picks

Portfolio Update

October 11, 2022February 28, 2022 by Gary Brode
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Categories Company Research, Premium Content Tags #DKIStockPicks, $cour, $hmhc, $lvs

China, Zero-Covid, and LVS

October 11, 2022February 28, 2022 by Gary Brode
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Categories Company Research, Premium Content Tags #DKIStockPicks, $lvs
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  • Home
  • Board of Advisors
    • Gary Brode
    • Chris Bell
    • Joe Jarabek
    • Peter Costa
    • Wendy Diamond
    • Dr. Soumi Eachempati
    • Howard Freedland
    • Jason Galui
    • Heather Heldman
    • Jon Jenrette
    • Phil Kessler
    • Raji Khabbaz
    • Howard Jay Klein
    • Michael Kliegman
    • John Krubski
    • Jim Leach
    • Dr. John Lenczowski
    • Christian McArthur
    • Eric W. Muhlheim
    • Lawrence OH
    • Tony Saxton
    • Tito Pombra
    • Dr. Paul Thompson
  • Investing
    • Process
    • Performance
    • DKI in the News
  • Research
    • Company Research
    • Market Commentary
    • Crypto and Alternative Assets
    • Videos/Webinars
    • Premium Content
    • Current Recommendations (Premium)
  • Members Only
    • Premium Content
    • Current Recommendations
  • Contact Us
  • Subscribe Now