Casey Jay Alexander

“Tom, is there any way that you can update us as to the kind of, like, there have been some changes in the SWK Holdings portfolio after you announced the deal, and I'm just wondering if you could update us as to what the balance of their loans and the number of loans you expect to have coming over on April 6th is going…”

“The fact that maybe some of the movement in the stock is related to broader market noise would argue even more, I would think, to buying it here, because some of that will then be relieved by the absence of the market noise, and this would be the most accretive level.”

“Um, looking at your guidance for 2026, and I understand tariffs, um, but you did also say that there have been some price increases to offset some of the tariffs, but it presumes about a 9% EBITDA margin.”

“First, I want to just make sure you can hear me because I'm out traveling. Can you hear me? I hear you fine. Hear you well, Ted. Okay, great. Mike, this is for you.”

“My first question is, obviously, there was a modest quarter-over-quarter markdown on Medallia. And just simply because of the size of the investment, I think investors would like to hear where that company stands.”