There’s a story on Bloomberg News saying Houghton Mifflin ($HMHC) is exploring a sale. The company has hired an advisor, and Private Equity firms are doing due diligence. HMHC has been on the Deep Knowledge Investing buy list since January of 2021, and we continue to own a position. The stock has traded up in the after-market. We’ll continue to monitor the situation for subscribers.
Monday’s writeup on $BRR has already yielded some excellent subscriber questions. Let’s address them: Phil asks: Was curious on how you view the convertible debt on their balance...
Read MoreCPI of 3.4% was in line with expectations and a small decrease vs last month’s 3.5%. The monthly change was 0.1% and as usual, was driven by shelter which...
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