Ben Claremon the DealMaker
I recently had the privilege of appearing as a guest on one of the first episodes of the DealMakers Podcast. The conversation was a bit
I recently had the privilege of appearing as a guest on one of the first episodes of the DealMakers Podcast. The conversation was a bit
An idea came to me recently that what value investing truly needs is a re-branding. Companies often re-brand and re-name themselves after some sort
This was one of the better pieces in a world of fawning financial journalism. Thank you Bloomberg for writing about something that doesn’t involve
There is endless yacking on the topic of certain heavily shorted stocks being “targeted” by what is easy to call the “yahoos” of online
This week, Eugene Robin and I had the opportunity to do a live-streamed presentation on Viasat (ticker: VSAT). We took part in GuruFocus’s “Value Investing
From the Every Investor Will Get a Trophy File: Taper Tantrums Ahead? Financial Times January 2021: “The second support to be removed is expected
Read Q1 2021’s CSC Strategy letter here. Read the previous CSC Strategy letter here. DECEMBER 2020–As we have noted previously, one cannot practically ignore the
Lumen is one of the larger holdings within our Small Cap Plus strategy and continues to befuddle us at these valuations. We’ve done an excellent
There are a lot of things in life that are contradictory. This is a classic thought piece describing the tenuous connection between “investing today” and
Giant firms have dedicated staff members that produce charts and we are delighted to cherry-pick to make our points. The main takeaway is that after
While this is “old” it ties neatly into our previous post on “So What do you Want as a Board Member” from the Berkshire Hathaway
This is a really bad idea that is wrought with constitutional issues, among other things. And does ANYONE really want to check a box on
You know you have made it as an investment manager when someone is willing to create a sketch of you to attach to an interview!
As part of our continuing series of “buy the heck out of it and tell everyone else in the world”, with the additional caveat of
The New Yorker has become almost unreadable for certain political and woke reasons, but from time to time, there is actually a focus on old

We have always been in the camp of “waves of IPOs are closer to a sign of a market top than a sign of strength

SEPTEMBER 2020 — It would be correct to say that a number of us have had a little more “alone” time on our hands over
by Ben Claremon | Principal and Research Analyst In recent letters we have pretty thoroughly discussed the ongoing industrywide move toward passive investment management strategies—and
From the March 2, 2016 Wall Street Journal: Some traders go short. Others go long. Paul Singer went really, really long. His trade, which is
We ran across Hodak Value as we were reading a proxy that detailed managers not getting paid a bonus because they didn’t hit a target