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.
Two days ago, I wrote that I thought it was unlikely that Nvidia would fire CEO, Jensen Huang. I also wrote that “In situations like this, when a CEO...
Read MoreCPI was up 0.4% vs last month. This was down from 0.6% last month and was above expectations of 0.3%. This annualizes to 4.9%. There is no annual comparison...
Read MoreThere have been rumors for a little while that Jensen Huang, the CEO of Nvidia, was having a romantic relationship with a Chinese spy. He’s now confirmed that he...
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