$MNKD --MiniMed is becoming a reality with separation from Medtronic as a stand alone core business with a near future IPO; current revenue for their diabetes space is $2.5B. This is announced just before the anniversary of Al Mann's 7/28/2004 IPO of MNKD. Is this separation timing associated with Afrezza which just might be the primary driver for this split within Medtronic? Afrezza would be the ONLY non instrumental piece of Medtronic and being so would certainly justify its own P&L which would either be a winner like Alfred's pump has been or a total $drag as its been for US. Why would Medtronic split off this business segment unless something BIG was coming, something new, that mandates "all hands on deck" --something like Afrezza that offers a complete response in all aspects of the treatment of diabetes?
$YBTC $YETH Added small amounts on this morning’s dips before the ex-dividend date. Watching for Roundhills announcement on $DRAG, scheduled for today. This will be the first payment and it’s scheduled for annual distributions.
$TWN Added more at market open, now that we know what the annual dividend is going to be. Also started a small position in $DRAG. According to Roundhill, it will pay annually also and the declaration for the dividend is coming up on 27th. It's a new fund with only a couple of months behind it, but we'll see.
$BABA
$DRAG is a actually pretty well constructed ETF (all the tech including PDD along with Xiami and BYD) but volume sucks. Expense ratio for an ETF is on the higher side though
