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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...

Seven Corners Publishes Precision Optics (PEYE) Long Thesis--$2.85/Share Target Price (101% Potentia

Please note that Seven Corners published its long investment thesis on Precision Optics Corporation (ticker PEYE) today, September 12,...

Seven Corners Publishes CCUR Holdings Long Thesis--$7.47/Share Target Price (102% Potential Upside)

Please note that Seven Corners published its long investment thesis on CCUR Holdings (ticker CCUR) today, July 31, 2019, with the...

Merrimack Pharmaceuticals - Long Thesis UPDATE

Approximately two weeks ago, Seven Corners published its long thesis on Merrimack Pharmaceuticals (MACK). [Please see our full writeup in...

Seven Corners Capital Scorecard: Results of Four Years of Public Picks

As an investor is only as good as his or her actual bottom-line results over time ("You are what your results say you are"), we herewith...

Market Musings - March 25, 2019

We continue our blog series: Market Musings, Volume 3, Edition 2, giving our (hopefully not too random) thoughts on recent goings-on in...

Market Musings - March 2, 2019

After a bit of a hiatus, we continue our blog series: Market Musings, Volume 3, Edition 1, giving our (hopefully not too random) thoughts...

Genworth: Updated SotP Calculation = $9.58/Share

Just a quick blog post to update our Genworth Financial (ticker GNW) (SECs here) sum-of-the-parts valuation (SotP), in light of the fact...

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SCC Portfolio Update (YTD thru Q3 2024)

SCC PORTFOLIO UPDATE (YTD THRU Q2 2024)

SCC PORTFOLIO UPDATE (YTD THRU Q1 2024)

Precision Optics (POCI) Post-Mortem Case Study

SCC Portfolio Update (Full Year 2023)

SCC Portfolio Update (YTD Thru 9-30-2023)

SCC Portfolio Update (YTD Thru 6-30-2023)

SCC Portfolio Update (YTD Thru 3-31-2023)

SCC Portfolio Update (YTD Thru 12-31-2022)

SCC Portfolio Update (YTD Thru 9-30-2022)

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