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...