MDC Financial Research's Michael Cohen provides his post-game report on $ACI / $KR case

Michael D. Cohen, CEO & Director of Research at MDC Financial Research, LLC, joins the podcast to provide his post-game report on $ACI / $KR case. For more information about MDC Financial Research, please visit: https://mdcfinancial.com/ Chapters: [0:00] Introduction + Episode sponsor: Tegus [2:20] Overview: his post-game report on $ACI / $KR case + Michael's comments on the judge [6:25] Now that the trial is over, how the case went overall in Michael's opinion [15:14] What were the reactions from those also in the courtroom with Michael [20:36] Joe the Grocer testimony [25:50] Due process arguments / price checking [31:21] Experts, who was most believable [40:01] What Michael saw and hear regarding CNS as a buyer / confidentiality (close courtroom to the gallery) [45:11] Closing arguments / anything else jumped out to Michael from the trial [49:44] Possible outcomes for the case / incentives for why each side wants their side to win [57:05] Michael's guess on the odds of a preliminary injunction coming down here / is it more fun to listen to a well-reasoned case from both sides or more a Kangaroo-court style case [1:00:54] Hot docs / final thoughts Episode sponsor: Tegus If you’ve been reading my newsletters, you know how often I rely on Tegus for my research. It’s truly revolutionized how I get up to speed on new industries and companies. Tegus has the largest transcript library in the world, with over 75% of private market transcripts. Whether you’re curious about AI, biotech, or any niche market, Tegus has the insights you need. What sets Tegus apart is its all-in-one platform. It’s packed with expert call transcripts, management checks, panel calls, and in-depth financial data. No more jumping between different services or piecing together fragmented data. With Tegus, everything is right at your fingertips. The best part? The insights you get are from the very people shaping the industries you’re interested in. You’ll find perspectives from insiders and executives that you simply can’t get anywhere else. To see Tegus in action and understand why it’s my go-to resource, visit Tegus.com/value – that’s T-E-G-U-S dot com slash value. Trust me, once you try Tegus, you’ll never look back.