Company Research

ProCap Financial – Silvia Outperforms Again

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ProCap Financial announced that it’s again outperformed the big-name expensive frontier models on personal finance questions. This demonstrates that smaller specialized models can outperform the big LLMs (large language models) in specific areas of expertise. I’ve started writing and speaking about this relating to Intel, and believe we’re going to see a shift to SLMs … Read more

ProCap Financial to be Added to Two Indexes

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ProCap Financial ($BRR) is being added to the Russell 2000 and Russell 3000 indexes at the market open on Monday. Being added to an index means there will be some non-discretionary buying as anyone running an index fund or a closet index fund benchmarked to the Russell indexes will have to buy a small amount … Read more

ProCap Financial – Another Stock Buyback

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ProCap Financial ($BRR) sold about 50 Bitcoin and bought back 2.2% of its shares outstanding at a discount to NAV. Since DKI established a position last month, the company has repurchased more than 4% of its shares outstanding which helped narrow the discount to NAV from 33% at the time of our initial purchase to … Read more

Portfolio Update

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On August, 24, I told you I shorted Intel November $80 puts for $7.30. I just covered that short position at $2.80. The position returned 161% in two weeks. Intel is up more than 10% today on news it has produced more wafers using an advanced EUV process than the rest of the industry combined … Read more

ProCap Financial ($BRR) Buys Back 2% of Its Stock

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ProCap Financial sold 50 Bitcoin and bought back 2% of its stock. The company says they repurchased the stock at a 40% discount to NAV. I had the discount slightly lower. The difference is probably due to the treatment of the warrants, but either way, these moves are highly value accretive to shareholders. The stock … Read more

$SCPH CVR 142% So Far

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MannKind paid the first $.75 from the scPharma CVR. I have the cash in my account. As a reminder, we paid $.31 for the CVR. 11 months later, our return on that is 142%. If Furoscix sales meet guidance, we’ll collect an additional $.10 – $.25 in early 2027.   The information we provide is … Read more

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