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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 […]

CSC Strategy Letter | Number 7 | Volcker Does Not Rule

Download Cove Street Capital’s June 2012 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.” Read it here .

What We See Versus What We Infer

THIS is 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 […]

A Brief Presentation by Our CIO

Our CIO Jeffrey Bronchick gave a presentation at the Emerging Managers Summit in Chicago. Download the slides here.