SCC Q1 2020 Portfolio Update
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: Up 22% on the year as of Friday's close, PSHZF is not only the largest, but has also been the 3rd-best performing, position in the SCC portfolio. YTD through 5/26, PSHZF's NAV had increased nearly 27% due mainly to portfolio manager A
Turnarounds & Talent: Advice to Struggling Companies from Netscape Founder and VC Guru Marc Andr
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 further ado we present... PMARCA GUIDE TO BIG COMPANIES: Part 1: Turnaround! Jun 20, 2007 So you've been hired/promoted/brought out of retirement to become CEO of and turn around your NASDAQ / NYSE / LSE-listed 5,000+ employee so
