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#DKIStockPicks

Burgundy Asset Management Also Unhappy with the Price for HMHC

April 6, 2022March 11, 2022 by Gary Brode
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Categories Company Research, Premium Content Tags #DKIStockPicks, $hmhc

Portfolio Update

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

China, Zero-Covid, and LVS

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

HMHC – Valuation Discrepancy – Could There Be More?

February 24, 2022 by Gary Brode
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Categories Company Research, Premium Content Tags #DKIStockPicks, $hmhc

HMHC – Declaring Victory

February 22, 2022 by Gary Brode
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Categories Company Research, Premium Content Tags #DKIStockPicks, $hmhc

Portfolio Commentary

February 11, 2022 by Gary Brode
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Categories Company Research, Market Commentary, Premium Content Tags #DKIStockPicks, #marketcommentary, $cour, $enva, $twou, Hedging

Depth Check – Coursera (COUR) – Great 4Q

February 11, 2022 by Gary Brode
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Categories Company Research, Premium Content Tags #DKIStockPicks, $cour, Online Education, Online Education Platform

Enova (ENVA) Announces Increased Stock Buyback

February 9, 2022 by Gary Brode

Enova International (ENVA) just announced an increased stock buyback of $100 million.  The company had $27 million left on its existing buyback authorization so this represents an increase of $73 million.  Given how cheap the stock is and that last quarter represented an all-time high for loan originations, we like the move.

Categories Company Research Tags #DKIStockPicks, $enva Leave a comment

2U (TWOU) Disappoints

February 10, 2022February 9, 2022 by Gary Brode
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Categories Company Research, Premium Content Tags #DKIStockPicks, $cour, $twou, Online Education, Online Education Platform

Depth Check– Enova International (ENVA) 4Q Earnings Continue to Support the Investment Thesis

February 6, 2022 by Gary Brode
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Categories Company Research Tags #DKIStockPicks, #EnovaInternational, $enva, DKI Stock Picks

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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
    • Christian Mcarthur
    • Eric W. Muhlheim
    • Lawrence OH
    • Tony Saxton
    • Tito Pombra
    • Dr. Paul Thompson
  • Investing
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    • Performance
    • DKI in the News
  • Research
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