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...

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