Monthly Archives: August 2011

CSC Strategy Letter | Number 2 | The Slow Investment Movement

Download Cove Street Capital’s August 2011 Strategy Letter Number 2 “The Slow Investment Movement”

Atlas Shrugged

Federal Reserve Chairman Ben Bernanke’s speech in Jackson Hole today was notable for what it did not contain—a big silly and asset levitating QE3 program—although he did leave that possibility open: “In addition to refining our forward guidance, the Federal […]

But This CEO Goes to 11

Many things can aggravate someone who is invested in a very cheap stock. This one is particularly irking. For reasons unbeknownst to those rationally running public companies, Leo Apotheker—the 9-month-old CEO of Hewlett Packard—participated in the following dialogue with Sanford […]

The World’s Richest Hypocrite

It seems hard to reconcile this piece by Warren Buffett with the fact that he is engaged in possibly the largest tax-free transfer of wealth in the history of modern mankind.