Monthly Archives: August 2012

Cove Street Capital Calling

Despite having twenty-eight years in the investment management industry and the natural cynicism that comes with experience, I nonetheless retain the ability to be amazed at what can pass for normalcy in the full light of day. Case in point […]

Summer Reading Continued

“The fault, dear Brutus, is not in our stars, but in ourselves…” The latest in a long line of thought provoking pieces by investment consultant guru Charles Ellis about what ails the “business” of investment management and the propensity for all actors—clients, consultants, […]

Munger Reprise

I sometimes have a dim realization that I need the same intellectual lessons pounded into me over different time periods in order to avoid the regular and robust temptation to do something stupid. We will be regularly posting pieces on […]