Company Research
What if OpenAI is Like Enron and Nvidia is Like Cisco
Last year, there was a lot of reasonable speculation that Cisco $CSCO from a quarter-century ago was analogous to Nvidia $NVDA now. The thinking was that Cisco was selling the hardware that new internet companies needed. (That was analogous to selling the picks and shovels to gold miners more than 100 years earlier.) When the … Read more
scPharmaceuticals Tender
According to Morgan Stanley, the cutoff date to tender your shares in the scPharma ($SCPH) acquisition is October 3rd, 3 days before the October 6th expiration date. Effectively, your options are to tender and receive $5.35 in cash plus the contingent value right (CVR) I’ve written about and explained in previous posts….or…..to sell your shares … Read more