Blog

Greenlight And Einhorn Are Right About General Motors

Summary Greenlight's dual share plan optimizes the company's capital structure without creating any real operational risk and should...

Berkshire 2007 Shareholder Letter - Cliff's Notes Version

This is the thirty-first in a series of blog posts that will analyze / summarize Warren Buffett's shareholder letters from 1977-2016. For...

Berkshire 2006 Shareholder Letter - Cliff's Notes Version

This is the thirtieth in a series of blog posts that will analyze / summarize Warren Buffett's shareholder letters from 1977-2016. For...

The Two Essential Investing Questions

Berkshire Hathaway's shareholder meeting was this past Saturday. Warren Buffett, age 86.75 and indisputably the greatest investor ever,...

Berkshire 2005 Shareholder Letter - Cliff's Notes Version

This is the twenty-ninth in a series of blog posts that will analyze / summarize Warren Buffett's shareholder letters from 1977-2016. For...

Berkshire 2004 Shareholder Letter - Cliff's Notes Version

This is the twenty-eighth in a series of blog posts that will analyze / summarize Warren Buffett's shareholder letters from 1977-2015....

Berkshire 2003 Shareholder Letter - Cliff's Notes Version

This is the twenty-seventh in a series of blog posts that will analyze / summarize Warren Buffett's shareholder letters from 1977-2015....

Memo to UAL Board of Directors - Fire CEO Munoz and Listen to Jeff Bezos

The most interesting thing to yours truly about the entire United Airlines 'We Love Assaulting Our Customers' Debacle was CEO Oscar...

Seven Corners Issues Follow-Up on Allergan (AGN), Reiterates Sell Rating Due to Non-GAAP Accounting

Allergan’s So-Called "Performance Net Income" Is A Cash-Flow Measure, Not A Net Income Measure. Allergan Has Thumbed its Nose At The SEC,...

Berkshire 2002 Shareholder Letter - Cliff's Notes Version

This is the twenty-sixth in a series of blog posts that will analyze / summarize Warren Buffett's shareholder letters from 1977-2015. For...

Berkshire 2001 Shareholder Letter - Cliff's Notes Version

This is the twenty-fifth in a series of blog posts that will analyze / summarize Warren Buffett's shareholder letters from 1977-2015. For...

Berkshire 2000 Shareholder Letter - Cliff's Notes Version

This is the twenty-fourth in a series of blog posts that will analyze / summarize Warren Buffett's shareholder letters from 1977-2015....

Berkshire 1999 Shareholder Letter - Cliff's Notes Version

This is the twenty-third in a series of blog posts that will analyze / summarize Warren Buffett's shareholder letters from 1977-2015. For...

Berkshire 1998 Shareholder Letter, Part 2 - Cliff's Notes Version

This is part 2 of the twenty-second in a series of blog posts that will analyze / summarize Warren Buffett's shareholder letters from...

Berkshire 1998 Shareholder Letter, Part 1 - Cliff's Notes Version

This is part 1 of the twenty-second in a series of blog posts that will analyze / summarize Warren Buffett's shareholder letters from...

8

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)

Seven Corners Capital