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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...

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May 31, 2020

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