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Monthly Archives: November 2011

Explaining Ourselves: Jefferies

So, we have very recently been a buyer of Jefferies (Ticker: JEF) stock, which anyone following the financial headlines would know has been pummeled in recent months. It was during this evisceration that we took our initial position…and then bought […]

CSC Strategy Letter | Number 3 | Occupy Yahoo

Download Cove Street Capital’s November 2011 Strategy Letter Number 3, “Occupy Yahoo”

Earnings Per Share Myopia

by Ben Claremon | Research Analyst Welcome to earnings season and the barrage of company press releases and conference calls. Securities analysts all over the country currently have their noses buried in 8-K’s and 10-Q’s, hoping to get a sense […]