Deep Knowledge Investing

Deep Knowledge Investing

Financial Services

Westport, CT 235 followers

Actionable well-researched alpha-generating stock ideas for sophisticated investors, portfolio managers & family offices

About us

We provide actionable well-researched stock ideas and timely market commentary to sophisticated investors, portfolio managers, and family offices. We have a consistent focus on identifying and analyzing those aspects of selected investments the market is missing.

Industry
Financial Services
Company size
11-50 employees
Headquarters
Westport, CT
Type
Privately Held
Founded
2020

Locations

Employees at Deep Knowledge Investing

Updates

  • 5 Things to Know - Thing 5) Is it too Late to Invest in Inflation Hedges? DKI Takeaway: One DKI mantra is that it’s never too late to buy Bitcoin, and another is to always hold your Bitcoin (not lambo – sorry). With cryptocurrency, it's important to walk a fine line when evaluating the reliability of certain coins, which is why we only buy Bitcoin. While Ethereum has some excellent use cases, it’s not fully decentralized meaning it’s subject to control. That’s not the case with Bitcoin. When it comes to implementing inflation hedges, dollar-cost averaging over a 12-month period is a great way to invest in various assets. While it’s hard to time the market perfectly, if you’re in it for the long term, you’ll likely come out ahead. We also emphasize that our inflation hedges are part of a larger portfolio including high-growth stocks, energy, and market hedges. We think it’s an approach that tends to make money in up markets, and outperform in down ones. If you have any questions related to finance or the market, we encourage you to submit them to Ask Gary: https://lnkd.in/eg-ZkRhD

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  • Week 46 - 5 Things to Know in Investing This Week Point 5) Is it too Late to Invest in Inflation Hedges? This week, we received another excellent question from a DKI subscriber, who asked whether investing in inflation hedges like gold and Bitcoin has become a gamble after their significant price increases this year. The reader also wanted to know the best approach for incorporating inflation hedges into their portfolio. First, we want to commend our readers for asking thoughtful questions and for proactively adding inflation hedges to their portfolio. Given the current fiscal state of our economy, it’s clear that we’ve already reached unsustainable levels of debt. Regardless of the effectiveness of Elon Musk and Vivek Ramaswamy’s DOGE, over $1 trillion in interest expense does not disappear overnight and inflation hedges will still be necessary. Especially, as the government will be required to print more dollars to pay for the exponential interest expense. Gold and Bitcoin have risen, but the reasons for that increase aren’t subsiding. Insurance may be expensive, but inflation is as well.

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  • 5 Things to Know - Thing 4) $TPL to Added to S&P 500: DKI Takeaway: One of DKI’s great strengths are my relationships with other stock-pickers and the advice I receive from our Board of Advisors. I’d like to credit Board Member, Chris Bell, for doing multiple video webinars with DKI premium subscribers to explain the investment opportunity in $TPL. Between Chris on Texas Pacific, multiple DKI Board Members on Bitcoin and $GBTC, and Dr. Paul Thompson on Shockwave ($SWAV before it was acquired at a large premium), it's clear that DKI subscribers have made a lot of money because I’ve been well-advised by the people closest to the firm. I’d like to thank Chris and the rest of the Board for their support, ideas, and help. If this sounds attractive to you, we invite you to join us here: https://lnkd.in/eZBfFWkW

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  • Week 46 - 5 Things to Know in Investing This Week Point 4) $TPL to Added to S&P 500: Last week, we got the welcome announcement that the Texas Pacific Land Corporation $TPL is being added to the S&P 500. The stock was up 195% so far this year and is up an additional 14.2% today as I write this. The stock is up 378% since DKI’s original recommendation in February of 2022.

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