May 31, 2020

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: U...

May 23, 2020

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...

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SCC Q1 2020 Portfolio Update

May 31, 2020

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