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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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,...
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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...
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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,...
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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...
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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...
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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...
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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...
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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...