Cove Street Capital requires a modern browser to look and function properly. Internet Explorer stopped receiving updates in January 2020. Using it may cause display issues on our website, and put your own online security at risk. We highly recommend switching to a secure modern web browser such as Chrome, Edge, Firefox, or Safari.

AI, Data Centers, Power Needs, We the People

We do keep an eye out on all things roaming around the world, although a lot of them don’t turn up in portfolios.

That said, this is readable English of how simple things are required to enable big dreams and not surprisingly, it’s not as easy as it seems.

Affordable power and what kind? If it will take me 5 years to get a proper transmission line built from point A to you, do I have a guarantee that Mr. Data Center will be there then? Should the rest of our rate base be there for you if you don’t?

Interesting reading.

[pdf-embedder url=”https://covestreetcapital.com/wp-content/uploads/2024/05/ViewImage.pdf”]

Important Notice

You are now leaving Cove Street Capital’s website and entering Cove Street’s Mutual Fund website.