Letters by company

Pro Dex INC

1 letter discussing PDEX. Everything written about it on this site is on its ticker page.

SRK Capital 2026 H1 Partnership Letter SRK Fund I avoided AI-buildout companies, favoring neglected businesses with visible cash flows, aligned operators and scope for operational improvement. The portfolio added Pro-Dex after its key customer contract renewal, exited Sanuwave over weakening wound-care customer economics, and retained ImmuCell and Outdoor Holding on improving earnings and cash-generation prospects. first half of 2026 ICCC $96MPDEX $184MPOWW $280M