One of the most common questions you hear when professional investors are being interviewed is “what do you think is interesting in the current market
Our guest on the show this week was Craig Packer, the CEO of Owl Rock Capital Corp (Ticker: ORCC), a $5.4 billion market cap business
Our guest on the show this week was Brian Lane, the President and CEO of Comfort Systems, a $3.6 billion market cap company that provides
Our guest on the show this week was Steve Daly, the CEO of Instructure Holdings (ticker: INST), a $3.3 billion market cap educational software company.
Our guests on the show this week were Scott King and Jeff Gorman, the CEO and Executive Chairman, respectively, of The Gorman-Rupp Company, a $700
A big debate going on as it relates to public companies—and the U.S. economy as a whole—surrounds how long a period of elevated inflation is
After being a guest on Edwin Dorsey’s Sunday Idea Brunch, I got a fair amount of inbound from people asking about Cove Street’s management assessment process.
The following is an excerpt from Cove Street’s Q1 2022 Small Cap PLUS letter to clients: If there is any stereotype about value investors that
Our guest on the show this week was Chris Mayer, the Portfolio Manager of the Woodlock House Family Capital fund and the co-founder of the
Our guests on the show this week were Malcolm Wilson and Mark Manduca, the respective CEO and CIO of GXO Logistics. GXO is a $7
I recognize that there may be a perception among people who avoid Twitter that the platform represents the epitome of everything that is wrong with
Our guest on the show this week was Casey Hoyt, the CEO of Viemed Healthcare (Ticker: VMD). Viemed is a $196 million market cap company
This week’s guest is Tom Logan, the CEO of Mirion Technologies (Ticker: MIR). Mirion was founded in 2005 and Tom has been the company’s only
One of the joys of being a securities analyst is reading conference calls when a CEO goes AWOL and tells people what he or she
In January of 2020, Eugene Robin and I appeared on GuruFocus’s Value Investing Live platform to discuss our position in Viasat (ticker: VSAT). The title
Cove Street has been following Skechers (ticker: SKX) for many years. For a lot of that time, we were hesitant to invest because of the
This week’s guest is Eric Ellenbogen, the CEO and Vice Chairman of WildBrain. WildBrain is a 500 million Canadian dollar market cap entertainment company listed
Our returning guest on the show today was Mark Dankberg, the co-founder and Executive Chairman of Viasat (Ticker: VSAT). Viasat is $3.1 billion dollar market
Our guest on episode 9 was Ramesh Srinivasan, the CEO of Agilysys (Ticker: AGYS). Agilysys is a $950 million market cap company that provides software
Our guest on Episode 8 was Joey Levin, the CEO of IAC/InterActiveCorp. IAC is an $11.4 billion market cap holding company that has a long
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
Our guest on Episode 7 was Jennifer McCarron, the CEO of Thunderbird Entertainment Group. Thunderbird is a 220 million Canadian dollar market cap company listed
Our guest on Episode 5 was Stan Bergman, the Chairman and CEO of Henry Schein (Ticker: HSIC), a Fortune 500, $10.8 billion market cap company.
Our guest on episode 4 was Bruce Young, the CEO of Concrete Pumping Holdings (Ticker: BBCP). The company has a $470 million market cap and
Our guest on Episode 3 was Robert Bryant, the CEO of Axalta Coating Systems (Ticker: AXTA). Axalta is a $7 billion market cap company that
Our guest on Episode 2 was Peter Holt, the CEO of The Joint Corp. The Joint is a $950 million market cap company that operates
Season 2 of Compounders kicks off with a discussion with Ben Gliklich, the CEO of Element Solutions (Ticker: ESI), a $5.95 billion market cap specialty
Broadcast television is not a very sexy industry at the moment. Cable subscribers are cutting the cord, people are spending less time watching traditional TV
I have been following Richard Sosa on Twitter for a while. If you want hot food takes and amusing market commentary, I highly recommend that
(The following is an excerpt from the Q3 Small Cap PLUS letter to investors) We view our portfolio as a collection of idiosyncratic, measured bets
