DKI Stock Picks
Houghton Mifflin Harcourt Reportedly Exploring a Sale
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 … Read more
WSJ Outlining How Government and Universities Add to Student Debt Problems
DKI has written extensively about the need for college students to consider cost, debt, and return on investment for their education. Another fantastic piece in today’s WSJ talking about how government intervention has helped create an unsustainable debt burden for students and parents. They correctly place proper blame on universities as well. https://wsj.com/articles/college-university-student-debt-parent-grad-plus-loans-congress-school-borrowing-11638930489?mod=djemwhatsnews…
Deep Knowledge Investing Interviewed at Invested.dk Conference
We’d like to thank the team at Invested.dk for hosting us at their World’s Best Stock Traders investment conference. Link to the conference here: https://www.invested.dk/bedsteaktier Link to the interview here: https://www.youtube.com/watch?v=WIvyeFkMXSc In particular, we’d like to thank Christian Kongsted for a great interview, Erik Bork for organizing, and the highly-engaged audience who asked the right … Read more
WSJ – Some Professional Degrees Leave Students With High Debt but Without High Salaries
DKI has written extensively about the need for college students to consider cost, debt, and return on investment for their education. Great piece in today’s WSJ talking about the debt burden on some students, how that creates under-served communities, and eventually creates a burden on the taxpayer: https://www.wsj.com/articles/some-professional-degrees-leave-students-with-high-debt-but-without-high-salaries-11638354602?mod=djem10point