The Depth Report – The Fog of War, Uncertainty, and a Plan
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LVS and a Lesson in Investing
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Portfolio Update
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China, Zero-Covid, and LVS
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The Depth Report – Las Vegas Sands (LVS) – It Got Better Even Faster Than Expected
Overview: On April 27, 2020, we published a piece on Las Vegas Sands. The stock was at $43 and we recommended buying it. On June 10th, we sold the position at $52. The stock had moved over 20% in under a month and a half, and we were concerned about an extension of the coronavirus … Read more
Deep Knowledge Investing Featured in Barron’s
Two weeks ago, we published an updated report on Las Vegas Sands (ticker: LVS) recommending the stock. We’re pleased to announce that our work has been featured in Barron’s. Link here: https://lnkd.in/gW8ERSt . #lasvegassands#gamingindustry#casinogaming#investing #$LVS #decisionscience
The Depth Report – Encouraging Signs in Casino Gaming
Overview: A week ago, we published a second recommendation on Las Vegas Sands (LVS).During the company’s earnings call, CEO, Sheldon Adelson spoke about his optimism that the gaming market would come back from Covid-19-related shut-downs. The key element of our long thesis on Las Vegas Sands is that the company’s casinos are going from closed … Read more
The Depth Report – Las Vegas Sands (LVS) – Update
Overview: On April 27, 2020, we published a piece on Las Vegas Sands.The stock was at $43 and we recommended buying it. On June 10th, we sold the position at $52. The stock had moved over 20% in under a month and a half, and we were concerned about an extension of the coronavirus lock-downs. … Read more
Las Vegas Sands (LVS)
Overview: On February 24, 2020, we published Net Short explaining that due to concerns about the coronavirus, we had gone short against the market. Over the next 3 weeks, we wrote 3 additional pieces (here, here and here) reiterating and amplifying our bearish position. During that period, the market fell 29%. Following that, the Federal … Read more
