Rite Aid - The Road Behind and The Road Ahead
As a shareholder who has relentlessly (and, with a few other intrepid retail shareholders who took up the "Vote 'Em Out" standard along...
Earnings Recap - Precision Optics (PEYE)
We are long Precision Optics Corporation (ticker: PEYE), which on February 13th issued its earnings report for the 2nd quarter (12/31/19)...
Earnings Recap - CCUR Holdings (CCUR)
We are long CCUR Holdings (ticker: CCUR), which on February 5th issued its earnings report for the 2nd quarter (12/31/19) of its fiscal...
Earnings Recap - Orion Energy Systems (OESX)
We are long Orion Energy Systems (Nasdaq: OESX), which on February 6th issued its earnings report for the 3rd quarter (12/31/19) of its...
Seachange International (SEAC) - Q3 2019 Earnings Report
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...
Merrimack Pharmaceuticals (MACK) - Ipsen/Onivyde Pipeline Update
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...
CCUR Holdings - More Good News For Shareholders
Continuing our coverage of CCUR Holdings (see prior blog posts, as well as our writeup in our Research section), the company today...
Rite Aid - Customer-Centric? A Forensic Analysis of RAD's Press Releases vs AMZN's
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...
CCUR Holdings - Q1 FY2020 Earnings Report
In this post we quickly examine the most recent earnings report from CCUR Holdings (ticker CCUR), issued on November 1st (yes, we are...
CCUR Holdings: 2019 Annual Meeting Trip Report
Having written previously about CCUR Holdings (ticker CCUR), including a full investment writeup posted in July 2019 in SCC's Research...
A New Dawn at Rite Aid? Part 3 of 3
In our prior two blog posts from this month regarding Rite Aid Corporation (RAD) [for which, see here and here], we first examined the...
A New Dawn at Rite Aid? Part 2 of 3
In our prior Rite Aid Corporation (RAD) blog post [for which, see here], we examined the recent changes to the company's board of...
A New Dawn at Rite Aid? Part 1 of 3
Recent developments at Rite Aid Corporation (RAD) are worth noting and perhaps give some hope to its long-suffering shareholders that the...
CCUR and SEAC Earnings Reports
Just a quick blog post to update our previously posted long thesis on CCUR (and, consequently, one of its main portfolio holdings, SEAC,...
Scrutinizing MACK's Board's Flimsy Proxy Fight Assertions; VOTE BLUE, SHAREHOLDERS!
In mid-July, Seven Corners published its long thesis on Merrimack Pharmaceuticals (MACK). [Please see our full writeup in our Research...
