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Monthly Archives: January 2013

CSC Strategy Letter | Number 10 | The Lost Decade…Found?

Download Cove Street Capital’s January 2013 Strategy Letter Number 10, “The Lost Decade…Found?”

What Were We Thinking—Central Garden and Pet

Central Garden and Pet (Ticker: CENTA) has been in and out of the portfolio several times over the last eleven years with results varying from stunning (a 6-bagger from the 2002 lows) to a lot less than that (repurchased the […]

The Nonsense Math Effect

Please insert the phrases “money manager,” “hedge fund,” “large pension plan,” and “underperformance” at will throughout this piece. The Nonsense Math Effect Mathematics is a fundamental tool of research. Although potentially applicable in every discipline, the amount of training in […]