SCC PORTFOLIO UPDATE (YTD THRU Q1 2024)
Seven Corners Capital's composite portfolio finished Q1 2024 up ~9%, versus up ~10% for the S&P 500, representing an underperformance of...
Precision Optics (POCI) Post-Mortem Case Study
Creating Value Even When Main Valuation Thesis Fails This post summarizes SCC's investment in Precision Optics Corporation (POCI) [SEC...
SCC Portfolio Update (Full Year 2023)
Seven Corners Capital's equity portfolio finished 2023 up ~17%, versus up ~26% for the S&P 500, representing an underperformance of ~9%...
SCC Portfolio Update (YTD Thru 9-30-2023)
Seven Corners Capital's equity portfolio finished Q3 2023 up ~4% YTD, versus up ~12% for the S&P 500, representing an underperformance of...
SCC Portfolio Update (YTD Thru 6-30-2023)
Seven Corners Capital's equity portfolio finished Q2 2023 up ~3% YTD, versus up 18.5% for the S&P 500, representing an underperformance...
SCC Portfolio Update (YTD Thru 3-31-2023)
Seven Corners Capital's equity portfolio finished Q1 2023 down ~2.5% YTD, versus up 7.4% for the S&P 500, representing an...