Category : Eugene Robin

Pondering Things Way Out of Our Control

by Eugene Robin | Research Analyst The magnitude of the recent price decline caught many of “us” off guard and caused many (including Cove Street) to re-think our notion of what constitutes a sustainable oil price. Here, we analyze the […]

The Efficient Market Paradox

by Eugene Robin  |  Research Analyst, Cove Street Capital I’d like to share with you a great book on the basic mathematics of the stock market written by John Allen Paulos that has a section on the efficient market. Briefly, if […]

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.  

The Active Management Pretend Game

by Eugene Robin  |  Research Analyst, Cove Street Capital Let us start by saying that this is not an essay on whether or not a large pool of institutional asset allocators should consider an indexing strategy or not. What follows is […]

Everything Turns Grey: Chesapeake

by Eugene Robin  |  Research Analyst, Cove Street Capital   The title of this blog post borrows a line from an Agent Orange song that I loved listening to when I was growing up. I think it encapsulates the argument currently […]

What We Are Thinking: Approach Resources

by Eugene Robin Approach Resources, Incorporated (AREX: NASDAQ) is an independent oil and gas exploration company located in west Texas. As a spinout from energy private equity firm Yorktown Partners, Approach situated itself on land that was, at the time, […]

Data Mining: The Gift and the Curse

by Eugene Robin Reading over some of the “doomsday” commentary in the financial blogosphere, it sometimes appears as if graphs posted by some of the authors are poignant and relevant to the here and now. As the above graph indicates […]