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Category : CSC Strategy Letter

CSC Strategy Letter | Number 24 | Living in an Economics-Free Zone

CLICK HERE to download Cove Street Capital’s April 2016 Strategy Letter Number 24, “Living in an Economics-Free Zone”

CSC Strategy Letter | Number 23 | Waves in an Ocean of Guesses

CLICK HERE to download Cove Street Capital’s January 2016 Strategy Letter Number 23, “Waves in an Ocean of Guesses”

CSC Strategy Letter | Number 22 | Paleo Investing

CLICK HERE to download Cove Street Capital’s September 2015 Strategy Letter Number 22, “Paleo Investing”

CSC Strategy Letter | Number 21 | Three Anecdotes Don’t Make a Data

CLICK HERE to download Cove Street Capital’s July 2015 Strategy Letter Number 21, “Three Anecdotes Don’t Make a Data”

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 […]

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”

CSC Strategy Letter | Number 11 | Call Him Ishmael

CLICK HERE to download Cove Street Capital’s March 2013 Strategy Letter, Number 11, “Call Him Ishmael”

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

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

CSC Strategy Letter | Number 9 | Idiosyncratic Risk…and the Other Kind

CLICK HERE to download Cove Street Capital’s November Strategy Letter, Number 9, “Idiosyncratic Risk…and the Other Kind”

Strategy Letter | Number 8 | You Didn’t Build This Rally

CLICK HERE to download Cove Street Capital’s September Strategy Letter, Number 8, “You Didn’t Build This Rally”

Strategy Letter | Number 7 | Volcker Does Not Rule

CLICK HERE to download Cove Street Capital’s June Strategy Letter, Number 7, “Volcker Does Not Rule”

CSC Strategy Letter | Number 6 | Lots to Fear or Fear Itself?

Click HERE to download Cove Street Capital’s March Strategy Letter, Number 6, “Lots to Fear or Fear Itself?”

CSC Strategy Letter | Number 5 | Caviar for the General

Click HERE  to download Cove Street Capital’s March Strategy Letter, Number 5, “Caviar for the General.”

CSC Strategy Letter | Number 4 | ‘Tis the Season I Doubt You Will Remember

Click HERE  to download Cove Street Capital’s December Strategy Letter, Number 4, “Tis the Season I Doubt You Will Remember.”

CSC Strategy Letter | Number 3 | Occupy Yahoo

Click HERE to download Cove Street Capital’s November Strategy Letter, Number 3, “Occupy Yahoo.”

CSC Strategy Letter | Number 2 | The Slow Investment Movement

Click here to download Cove Street Capital’s August Strategy Letter, Number 2 “The Slow Investment Movement.”

CSC Strategy Letter | Number 1

Click Here to download Cove Street Capital’s first Investment Strategy Letter, Number 1.