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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...

October 7, 2019

Recent developments at Rite Aid Corporation (RAD) are worth noting and perhaps give some hope to its long-suffering shareholders that the era of seemingly interminable value destruction may perhaps be ending and a new dawn approaching (yes, we dare t...

September 19, 2019

Just a quick blog post to update our previously posted long thesis on CCUR (and, consequently, one of its main portfolio holdings, SEAC, which we are also long separately). Both CCUR and SEAC reported earnings in late August (see here and here). Firs...

September 16, 2019

In mid-July, Seven Corners published its long thesis on Merrimack Pharmaceuticals (MACK). [Please see our full writeup in our Research section here.] We also published a follow-up blog post entitled "Merrimack Pharmaceuticals - Long Thesis UPDATE" [f...

September 12, 2019

Please note that Seven Corners published its long investment thesis on Precision Optics Corporation (ticker PEYE) today, September 12, 2019, with the following high-level bullet points:

  • Expected Value vs. $1.42 Market Price (as of 9/11/19) = $2.85...

July 31, 2019

Please note that Seven Corners published its long investment thesis on CCUR Holdings (ticker CCUR) today, July 31, 2019, with the following high-level bullet points:

  • Expected Value vs. $3.70 Market Price (as of 7/31/19) = $7.47/share

  • 102% Ups...

July 29, 2019

Approximately two weeks ago, Seven Corners published its long thesis on Merrimack Pharmaceuticals (MACK). [Please see our full writeup in our Research section here.] Since then several material events have transpired, giving a bit more clarity to the...

July 17, 2019

As an investor is only as good as his or her actual bottom-line results over time ("You are what your results say you are"), we herewith provide the aggregate results for the stock picks (longs, shorts and special situations) which we publicly posted...

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Seachange International (SEAC) - Q3 2019 Earnings Report

December 17, 2019

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