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Thoughts

Exclusive commentary and insights from Team CSC's deep fundamental research, repeatable investment process, and culture of continuous improvement.

Category: Specific Stock Ideas

Specific Stock Ideas

Our Man Thunder

If your goal is to “pay attention to detail” and try to put some meat next to the headline potatoes, then Rob consistently presents logical

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Markets, Rationality & Decision Making

This is More Important
than You Think

Almost a year ago to date, financial markets had a mini freeze over some high profile examples of “liquidity issues” in the banking sector. Our

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Economics at Large

A $55 Billion Opinion: Chevron CEO

The International Energy Agency has forecasted that demand for fossil fuels will peak before 2030. “I don’t think they’re remotely right . . . You can build scenarios, but

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Markets, Rationality & Decision Making

Well That Wasn’t Fun

There are some events that prove you entirely wrong, regardless of how “off spreadsheet” they are. Was this one of them?

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Markets, Rationality & Decision Making

Mini-Plug: Ecovyst

You can run your PA as you see fit. We would suggest this is your second largest position as is ours. This recent presentation does

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Markets, Rationality & Decision Making

This is REALLY Important to Read

…if you are thinking about spending literally trillions of dollars on a new policy imperative. A Recent conference clip from Seifollah Ghasemi, Chairman, President &

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Specific Stock Ideas

Viasat Launch Party – BYOB

We have not made a lot of money in the last..4 years?….in Viasat. Maybe a little vig from buying a LOT at 30 and letting

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Specific Stock Ideas

Scott’s Miracle Covenants

There are lots of spooky things in the world, but what kind of financial institution do you want to own where 6x plus leverage ratios

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Specific Stock Ideas

More Netflix Thoughts

1. It is a complete embarrassment that Netflix executives won’t take calls directly from investors and instead play the shield through an analyst game. It

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Specific Stock Ideas

Who Knew He Still Had Ties?

From time to time, our collective experience in idea and liquidity sourcing, business analysis, valuation, corporate finance, corporate governance, compensation schemes, and investor relations finds

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Specific Stock Ideas

The Humble, Arrogant Investor

In case we haven’t said it enough in the past, we own 20-something stocks in our Small Cap PLUS portfolio and as the name would

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Specific Stock Ideas

BlueTheft

BlueKnight Energy Partners, LP is a “limited” holding at CoveStreet in that the Limited Partnership Structure limits its inclusion in non-taxable accounts. But it’s a

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