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Category : CSC Monthly Strategy Letter

CSC Strategy Letter | Number 20 | Don’t Bring a Knife To a Gun Fight

CLICK HERE to download Cove Street Capital’s May 2015 Strategy Letter Number 20, “Don’t Bring a Knife To a Gun Fight”

CSC Strategy Letter | Number 19 | The Great Complacency…Continued

CLICK HERE to download Cove Street Capital’s January 2015 Strategy Letter Number 19, “The Great Complacency…Continued”

CSC Strategy Letter | Number 18 | Metastability?

CLICK HERE to download Cove Street Capital’s September 2014 Strategy Letter Number 18, “Metastability”

CSC Strategy Letter | Number 17 | Hockey is Nothing Like Investing

CLICK HERE to download Cove Street Capital’s July 2014 Strategy Letter Number 17, “Hockey is Nothing Like Investing”

CSC Strategy Letter | Number 16 | What Would You Do if You Were Prem Watsa?

CLICK HERE to download Cove Street Capital’s March 2014 Strategy Letter, Number 16, “What Would You Do if You Were Prem Watsa?”

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Here are some thoughts that didn’t make it into our January Strategy Letter but that I wanted to clean off the plate for the New Year: Becoming a celebrity investor as a result of being a serial presenter on the investment conference trail is clearly a cool thing for the investor. Whether the clients benefit commensurately from that point onward is an entirely different question.  Sub-text: there is no correlation between the length of a power-point presentation and the likelihood […]

CSC Strategy Letter | Number 15 | The Fear Pendulum: From End of the World to Market Melt-Up?

CLICK HERE to download Cove Street Capital’s January 2014 Strategy Letter, Number 15, “The Fear Pendulum: From End of the World to Market Melt-Up?”

CSC Strategy Letter | Number 14 | Steve Jobs Didn’t Give a *!@% About the Debt Ceiling

CLICK HERE to download Cove Street Capital’s October 2013 Strategy Letter, Number 14, “Steve Jobs Didn’t Give a *!@% About the Debt Ceiling”

CSC Strategy Letter | Number 13 |Who Are You Going to Believe—These Non-GAAP Numbers or Your Lying Eyes?

CLICK HERE to download Cove Street Capital’s August 2013 Strategy Letter, Number 13, “Who Are You Going to Believe—These Non-GAAP Numbers or Your Lying Eyes?”

CSC Strategy Letter | Number 12 | Harleys and Leather Jackets

CLICK HERE to download Cove Street Capital’s May 2013 Strategy Letter, Number 12, “Harleys and Leather Jackets”