Category : CSC News

Blast from the Past

A few thousand years ago, a friend of the CSC lead PM was a good friend of Jim Cramer who was starting this “online thing” back in the late 1990’s. Was there room for someone writing about value? It was a great time, the original staff of writers were mostly terrific people and all proceeds of $1 per word went to the very deserving Paige Foundation. Pretty funny stuff. And hair.


CLICK HERE to download a press release from Forestar Group Inc.

The Soft Stuff

Every December, the Cove Street Capital team spends both time and money on behalf of a charity. This year we spent an afternoon at the Alexandria House, a transitional residence providing safe and supportive housing for women and children in the process of moving from an emergency shelter to permanent housing. We helped them prepare for an onslaught of 1,000 kids coming for Mrs. Claus and her gifts and were awed by the staff and its founding director, Judy Vaughan. There […]

Hello Ruby Tuesday

A few weeks ago, Cove Street was asked to present a small cap stock idea for the 2013 Small-Cap Investing Summit. Our analyst Ben Claremon chose to discuss the investment thesis for Ruby Tuesday (RT) and created the attached presentation. Despite the fact that Ben was unfortunately not allotted the standard Bill Ackman 3 hour time window, these slides provide an in-depth analysis of why we think RT is undervalued. CLICK HERE to download the slides. _______________________________________________________________________ The opinions expressed herein […]

Our Roots For Sale

Warren Buffett: Former Executive Offices – 97 Cove St, New Bedford MA 02744

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.  

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.