Referral program

How Do You Know When You’re Wrong – Three Case Studies

Introduction: Prior to starting Deep Knowledge Investing, I was one of two portfolio managers at Silver Arrow Investment Management. I was fortunate enough to have Raji Khabbaz as my business partner. Raji is a first-rate stock analyst and a fantastic investor. The best part of running Silver Arrow was the constant discussion and debates Raji … Read more

Digital Realty – Silver Arrow Writeup vs Highfields

This paper is the Silver Arrow response to Highfields calling Digital Realty (ticker: DLR) a Ponzi scheme and a fraud.  We discovered that Highfields misunderstood the business and we were proven correct in our long position. DLR – Silver Arrow Writeup

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