Monthly Archives: October 2011

Terrific Value – Long Road

SEI Investments _________________________________________________ The opinions expressed herein are those of Cove Street Capital are subject to change without notice. Past performance is not a guarantee or indicator of future results. You should not consider the information in this blog a […]

Interpreting Performance Attribution

Old Ideas that Require Repeating in Regard to Hiring a Money Manager

In Memory of Steve Jobs

This is a prepared text of the Commencement address delivered by Steve Jobs, CEO of Apple Computer and of Pixar Animation Studios, on June 12, 2005. Reprinted from the Stanford Report. I am honored to be with you today at […]

The VIX World of Difference

The VIX is the Chicago Board of Options (CBOE) Volatility Index and regardless of what it was intended to do, what it does do is offer a measure of investor fear and loathing. The higher the number, the more the […]

In a Zero Hedge World, Investors Must Stay Nimble

by Ben Claremon All European banks are insolvent! Germany is going to leave the Euro! The US is going to default on its debt obligations! Any investor who has spent time trolling the internet—especially the blogosphere—or listening to talking heads […]