5 Things to Know in Investing This Week – The Yentervention Issue

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I’ll be in the Lake Atitlan, Guatemala are for the next two weeks. While I’m here, I’m open to a small number of in-person conversations. If you’re based locally, or know someone here you think it would be worthwhile for me to meet, feel free to reach out privately at IR@DeepKnowledgeInvesting.com. DKI also added a … Read more

Digital Security Alert

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Was I the target of a fraud attempt? You tell me. I received a call during dinner this evening from a number that showed up on my caller ID as being from Morgan Stanley. The person on the line told me he was calling about a check I had entered into the online banking system … Read more

DeepSeek Founder Says the Quiet Part Out Loud

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This week, The Epoch Times reported that DeepSeek paused a fundraising round due to comments made by its Founder, Liang Wenfeng, at a conference. These comments focused on the superiority of “noncompliant cards” and DeepSeek’s ability to obtain them. While Nvidia wasn’t named, it’s clear he was commenting on his ability to access Nvidia GPUs … Read more

The Fed Holds with Healthy Dissents

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The Federal Reserve concluded its July meeting and elected to keep the fed funds rate unchanged. Wall Street had a meaningful probability on a small rate hike (around 33%). While I understood the logic, and would have voted to hike had I been in the room, I was on record saying I thought they’d hold. … Read more

$SCPH CVR – 75% There

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As a reminder, DKI owned scPharma because we were positive on its product Furoscix as well as the likely approval of its autoinjector. We thought the company would be acquired. It was purchased last year by MannKind for cash and a contingent value right (CVR). For more details on the CVR, check out the post … Read more

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