authID ($AUID) Signs Deal with Microsoft Partner
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Weekly Points – September 5th, 2025 – 5 Things to Know in Investing This Week – The De-Merger Issue
Judge Amit Mehta, an Obama appointee, determined Google was abusing an illegal monopoly. The law says he’s supposed to end the monopoly and eliminate the profits from it. Instead, he left it in place and Google is still sending Apple tens of billions of dollars a year. Revolution Wind had its wind power project stopped … Read more
scPharmaceuticals ($SCPH) – Tender Date and Details
MannKind has announced the tender date for scPharma is October 6th, 2025. If you want to own the contingent value right (CVR), you should keep your shares and tender them in the offer. If you don’t want to own the CVR, then you should sell your shares prior to October 6th. The documents filed … Read more
Mailbag – Subscriber Questions
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Weekly Points – August 29th, 2025 – 5 Things to Know in Investing This Week – The Medical Device Takeover Issue
MannKind is acquiring DKI portfolio position scPharmaceuticals ($SCPH) for $5.35/share in cash and a contingent value right worth up to $1.00. It’s the second medical device acquisition from the DKI portfolio in the past two years and the third acquisition premium in four years. Steel prices fall as US suppliers increase capacity. Just a couple … Read more
Another Great Month in Macau
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New Feature – Let’s Talk!
Hi All, Good news. As promised, we’ve implemented a new meeting feature. I’ve opened up two 30 minute slots every Monday starting after the coming holiday weekend. These are private Zoom meetings to discuss whatever is on your mind. Flying V’s Kashif has worked some cool magic here so if you’re a DKI Premium Subscriber … Read more
scPharmaceuticals ($SCPH) – Educational Lessons from a Deal
At DKI, we’ve been making an effort to be more transparent in how we make investment decisions and to provide more educational content. There are several interesting lessons which can be extracted from the recent scPharma takeover announcement. Before we dive in, I want to be clear that while a likely acquisition was a key … Read more
Weekly Points – August 22nd, 2025 – 5 Things to Know in Investing This Week – The Chairman Speaks Issue
Chairman Powell leans dovish in his annual remarks causing risk assets including Bitcoin, gold, equities, and energy to trade up sharply. DKI disagrees with the (potential) decision to cut rates, but still profits from it. The White House will be pleased, but don’t expect the President to start praising Powell in public. Copper tariffs are … Read more
scPharmaceuticals ($SCPH) – Being Acquired by MannKind for a Large Premium
MannKind is acquiring DKI portfolio position scPharmaceuticals ($SCPH) for $5.35/share in cash plus a contingent value right (CVR) worth up to $1.00/share. The full value represents a 31% premium to Friday’s closing price. MannKind has the necessary financing from Blackstone. This is the second DKI healthcare device portfolio company acquired in the past two … Read more
