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May 31, 2020

The following is an update on Q1 earnings and other news for SCC's top-4 equity positions (PSHZF, SDI, MACK & CCUR), which currently constitute just over half of the value of the overall portfolio:

  • Pershing Square Holdings (PSHZF), 26% position: U...

May 23, 2020

The following is some (IMHO) quite exceptional advice taken from Marc Andreessen's blog [PLEASE NOTE THAT HIS ENTIRE BLOG CAN BE DOWNLOADED AS AN E-BOOK AT HIS WEBSITE], which is as timely today as it was when initially published in 2007. So, without...

April 24, 2020

Today Seven Corners Capital published an Open Letter to Shareholders of Merrimack Pharmaceuticals (ticker MACK) Regarding Proposals 4 & 5 Contained in MACK's Definitive Proxy Statement for its 2020 Annual Meeting (scheduled for May 28, 2020). THE LET...

March 4, 2020

As a shareholder who has relentlessly (and, with a few other intrepid retail shareholders who took up the "Vote 'Em Out" standard along side us, nearly single-handedly) advocated for change at the upper echelons at Rite Aid (RAD) since October 2018--...

February 24, 2020

We are long Precision Optics Corporation (ticker: PEYE), which on February 13th issued its earnings report for the 2nd quarter (12/31/19) of its fiscal 2020 (link here). PEYE is a leading developer and manufacturer of advanced optical instruments sin...

February 20, 2020

We are long CCUR Holdings (ticker: CCUR), which on February 5th issued its earnings report for the 2nd quarter (12/31/19) of its fiscal 2020 (link here). CCUR operates merchant cash advance (MCA) and real estate business segments through its sub...

February 18, 2020

We are long Orion Energy Systems (Nasdaq: OESX), which on February 6th issued its earnings report for the 3rd quarter (12/31/19) of its fiscal 2020 (link here). OESX is a provider of LED lighting and turnkey energy project solutions designed to...

December 17, 2019

We've been following the progress of SEAC since investing in the company far too modestly in size :(  earlier this year. At the time of purchase, SEAC fit our target profile of a small company undergoing rapid change due to exogenous events, creating...

December 13, 2019

Further to our previous coverage of MACK, this is a quick update blog to note that the trials for Onivyde by Ipsen for both pancreatic cancer and SSLC have advanced to Phase III. Below are Ipsen's pipeline flow charts from both the end of July 2019 (...

December 10, 2019

Continuing our coverage of CCUR Holdings (see prior blog posts, as well as our writeup in our Research section), the company today announced in a press release (see full PR here) that it has "initiated further review of capital allocation alternative...

December 7, 2019

We did a quick and dirty analysis of the last year's worth of Rite Aid's (RAD) press releases (see links to RAD's PRs here), in order to determine how much RAD's senior management (i.e., those putting out the PRs) prioritizes improving the customer e...

December 4, 2019

In this post we quickly examine the most recent earnings report from CCUR Holdings (ticker CCUR), issued on November 1st (yes, we are very late, apologies!). For reference, please see (A) the company's Q1 FY 2020 earnings press release...

November 11, 2019

Having written previously about CCUR Holdings (ticker CCUR), including a full investment writeup posted in July 2019 in SCC's Research section, this is a follow-up post regarding the company's recent annual meeting. [In a subsequent blog post, I will...

October 15, 2019

In our prior two blog posts from this month regarding Rite Aid Corporation (RAD) [for which, see here and here], we first examined the recent board and senior executive leadership changes at the company and then looked at RAD's recent Q2 FY2020 earni...

October 10, 2019

In our prior Rite Aid Corporation (RAD) blog post [for which, see here], we examined the recent changes to the company's board of directors and senior executive leadership. In a subsequent post, we will lay out a blueprint for these folks to follow t...

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May 31, 2020

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