SCC Portfolio Update (December 2020)
Seven Corners Capital's equity portfolio positioning as of December 1, 2020 was as follows, with the top-10 positions totaling 82% of the...
Open Letter to GBX Shareholders - Part 2
ON NOVEMBER 30, 2020, THE CIO OF SEVEN CORNERS CAPITAL ISSUED THE FOLLOWING LETTER TO THE SHAREHOLDERS OF THE GREENBRIER COMPANIES...
Open Letter to GBX Shareholders - Part 1
ON NOVEMBER 24, 2020, THE CIO OF SEVEN CORNERS CAPITAL ISSUED THE FOLLOWING LETTER TO THE SHAREHOLDERS OF THE GREENBRIER COMPANIES...
Open Letter to PEYE Shareholders
ON OCTOBER 16, 2020, THE CIO OF SEVEN CORNERS CAPITAL ISSUED THE FOLLOWING LETTER TO THE SHAREHOLDERS OF PRECISION OPTICS CORP (TICKER...
Open Letter to GULTU Unitholders
ON OCTOBER 8, 2020, THE CIO OF SEVEN CORNERS CAPITAL ISSUED THE FOLLOWING LETTER TO THE UNITHOLDERS OF THE GULF COAST ULTRA DEEP ROYALTY...
SCC Q1 2020 Portfolio Update
The following is an update on Q1 earnings and other news for SCC's top-4 equity positions (PSHZF, SDI, MACK & CCUR), which currently...
Turnarounds & Talent: Advice to Struggling Companies from Netscape Founder and VC Guru Marc Andr
The following is some (IMHO) quite exceptional advice taken from Marc Andreessen's blog [PLEASE NOTE THAT HIS ENTIRE BLOG CAN BE...
Seven Corners Publishes Open Letter to Shareholders of Merrimack Pharmaceuticals Regarding Annual Me
Today Seven Corners Capital published an Open Letter to Shareholders of Merrimack Pharmaceuticals (ticker MACK) Regarding Proposals 4 & 5...
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...
