Monthly Archives: June 2012

Summer Reading

Good investing is  a continuous evaluation of business characteristics, valuation and judgement about the people running the show. Valuation is math and perseverance. The changing natures of business models and the wonder and flaws of people are shifting sands requiring induction, analogy, judgement and insight. Some people think and write well about it. Here is a partial list for the last year that I found interesting: Strategy: The Difference and Why It Matters  – Richard Rumelt Little Bets: How Breakthrough Ideas […]

Strategy Letter | Number 7 | Volcker Does Not Rule

CLICK HERE to download Cove Street Capital’s June Strategy Letter, Number 7, “Volcker Does Not Rule”

The Next Generation: An Interview with Ben Claremon & Eugene Robin

CSC research analysts and blog contributors Ben Claremon and Eugene Robin were recently interviewed for The Wall Street Transcript. CLICK HERE to download the article.  

What We See Versus What We Infer

CLICK HERE to download a superbly interesting thought process that is eminently applicable to investment management, and it can be argued that i have seen balance sheets that look worse than some of the included slides. – Jeffrey Bronchick, CFA | CSC Chief Investment Officer

A Brief Presentation by Our CIO

Our CIO Jeff Bronchick gave a presentation at the Emerging Managers Summit in Chicago. CLICK HERE to download the slides.