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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

Wash, Rinse, Repeat

From the 2016 Liberty Media Annual Report Dear Fellow Shareholders, The past twelve months have seen the continued structural evolution of Liberty Media. Most notably,

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A New Beginning

Forestar Announces CEO Transition, Management Promotions and Board Retirements  ************************  September 28, 2015 06:45 AM Eastern Daylight Time AUSTIN, Texas–(BUSINESS WIRE)–Forestar Group Inc. (NYSE: FOR)

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Forestar

Download a press release from Forestar Group Inc. (Ticker: FOR)

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The Reluctant Warriors

A friend of ours who works for a well-known activist firm summed it up perfectly when he said, “We are living in the era of

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Tessera: Our Vote is In

Our premise is simple: we bought Tessera because the stock was cheap and we received nearly free optionality on either the development of a new

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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

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All About CSC

Cove Street Capital Calling

Despite having twenty-eight years in the investment management industry and the natural cynicism that comes with experience, I nonetheless retain the ability to be amazed

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Specific Stock Ideas

Buy a Used Guitar, Not the Stock

In my analytical career, there is a laundry list of things I have studied for investment purposes, including such topics as life insurance, cement, pet

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Explaining Ourselves: Jefferies

So, we have very recently been a buyer of Jefferies (Ticker: JEF) stock, which anyone following the financial headlines would know has been pummeled in

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Terrific Value – Long Road

SEI Investments — This report is published for information purposes only. You should not consider the information a recommendation to buy or sell any particular

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But This CEO Goes to 11

Many things can aggravate someone who is invested in a very cheap stock. This one is particularly irking. For reasons unbeknownst to those rationally running

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