Company Research

ProCap Financial ($BRR) – Reader Mailbag

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Monday’s writeup on $BRR has already yielded some excellent subscriber questions. Let’s address them:   Phil asks: Was curious on how you view the convertible debt on their balance sheet. At $99MM it’s quite significant. There seems to be increased concern recently from other BTC companies about such debt and a concerted effort to remove … Read more

ProCap Financial ($BRR)

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Introduction: I think about ProCap Financial as two businesses. The company owns 5,457 Bitcoin worth $354MM as of August 7th, 2026. There is also a startup AI-powered financial business called CFO Silvia. The total market capitalization (aggregate value) of the company is $238MM which means that you’re paying 67% of NAV if you buy the … 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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