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Monthly Archives: May 2012

CSC Strategy Letter | Number 6 | Lots to Fear or Fear Itself?

Click HERE to download Cove Street Capital’s March Strategy Letter, Number 6, “Lots to Fear or Fear Itself?”

Inoculation 2012: The Berkshire Hathaway Meeting

 Dear Value Investors, This was my fourth trip to the so-called Woodstock for Value Investors and my latest attempt to capture the majority of the comments made by Warren Buffett and Charlie Munger. Over that time, what hasn’t materially changed is the amusing back and forth between Charlie and Warren or the number of people who come to Omaha to glean words of wisdom from the leaders of Berkshire Hathaway (BRK).   Unfortunately, what has changed is the format […]