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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...

March 25, 2019

We continue our blog series: Market Musings, Volume 3, Edition 2, giving our (hopefully not too random) thoughts on recent goings-on in the markets. Today, we present UPDATED: Whitney Tilson Vindicated (Sort Of).

Everybody loves to mock Whitney Tilson...

March 2, 2019

After a bit of a hiatus, we continue our blog series: Market Musings, Volume 3, Edition 1, giving our (hopefully not too random) thoughts on recent goings-on in the markets. Today, we present "Dell, Tesla, Netflix and the Rule of 2X".

Back in 1999, De...

February 18, 2019

Just a quick blog post to update our Genworth Financial (ticker GNW) (SECs here) sum-of-the-parts valuation (SotP), in light of the fact that the company recently extended (yet again) the deadline for the China Oceanwide merger (this time, to March 1...

February 18, 2019

[NOTE: This blog entry was drafted on December 16, 2018 but not published until February 18, 2019. Due to procrastination, we never acted on the long thesis, missing out on ~44% appreciation (to date).]

We continue our blog series: Market Musings, Vol...

August 12, 2018

We continue our blog series: Market Musings, Volume 2, Edition 23, giving our (hopefully not too random) thoughts on recent goings-on in the markets. Today, we present "Money For Nothin': Arbitrage Play Updates".

Back on October 27, 2017, we presented...

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CCUR Holdings: 2019 Annual Meeting Trip Report

November 11, 2019

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