Compounders Season 1: Highlights, Lessons and Takeaways
For the final episode of Season 1 of Compounders, Episode 14, we thought it would be valuable to put together our favorite vignettes from the
For the final episode of Season 1 of Compounders, Episode 14, we thought it would be valuable to put together our favorite vignettes from the
If you peruse this quarter’s 13-F filing from Cove Street, you will see Lionsgate (Ticker: LGF.B) show up as a new holding. On that note,
Our guest on Episode 13 of Compounders was Jeff Bailly, the Chairman and CEO of UFP Technologies (Ticker: UFPT). UFP is a $475 million market
Our guest on Episode 12 of Compounders was Adam Symson, the CEO of E.W. Scripps*. Scripps is a $1.48 billion market cap company that owns
If it is not clear already, I really enjoy the podcast interview format. That includes being the one asking the questions and being the person
Our guest on Episode 11 of Compounders was Brian Recatto. Brian is the CEO of Heritage-Crystal Clean* (Ticker: HCCI), a $700 million market cap company
When Sean Ryan, who runs the Predicting Alpha podcast, reached out to me about being on his show, I wasn’t sure what value I could
Our guest on Episode 10 of Compounders was Jorge Gonzalez, the CEO of The St. Joe Company (NYSE: JOE). St. Joe is a $2.56 billion
If you have followed Cove Street’s podcasts interviews over the last year, Lumen Technologies (Ticker: LUMN) is a company that we have discussed a number
Our guest on Episode 9 of Compounders was Mark Dankberg, the co-founder and Executive Chairman of Viasat. Viasat is a $3.97 billion market cap company
Our guest on Episode 8 of Compounders was Alan McKim, the Founder, Chairman, and CEO of Clean Harbors. Clean Harbors is a $5.3 billion market
Our guest on Episode 7 was Jeff Rosica, the CEO of Avid Technology, a $1.2 billion market cap company that sells software and hardware for
For the first time in the history of the 10-K Club of Southern California, one of our meetings was recorded and shared with the investment
Our guest on Episode 6 was Mauricio Ramos, the CEO of Millicom. Millicom is a $3.75 billion market cap mobile and broadband company that primarily
When the organizers of the Investor Summit conferences asked me to come up with a panel for their Q3 event, I thought it would be
The guest on Episode 5 of the Compounders podcast was Jim Hallett, the former CEO and now Executive Chairman of KAR Auction Services. KAR is
Cove Street just celebrated its 10th anniversary as a firm and we are celebrating by re-launching our website. We hope you like the new format
Our guest on the show this week was Sean O’Connor, the CEO of StoneX, a $1.2 billion dollar market cap financial services company that generated
Our guest on Episode 2 of Compounders was Tom Gayner, the co-CEO of Markel Corporation. Markel is a Fortune 500, $17.5 billion market cap financial
Our first guest on the Compounders podcast was Weston Hicks, the CEO of Alleghany Corporation. Alleghany (Ticker: Y) is a Fortune 500, $9.45B market cap
We are excited to share the first episode of Compounders: The Anatomy of a Multibagger. In this brief episode, Ben Claremon discusses why we decided
Thanks to my budding relationship with SNN Network CEO, Bobby Kraft, I have been asked to be a keynote speaker at the upcoming Summer Virtual
Cove Street is pleased to announce that its new podcast, Compounders: The Anatomy of a Multibagger, will officially be launched on August 3rd. The podcast
The following is an excerpt from our Q3 2020 Small Cap Plus letter. If you have ever found yourself struggling to explain why, in the
Most of the time when I am espousing the Cove Street gospel in the podcast realm, the audience consists of a bunch of people with
One of the more difficult parts of my job is to essentially say the same thing in novel ways in order to keep clients, listeners,
Swimming against the prevailing investment tide is often fairly difficult. Humans by their nature feel safer in the crowd and standing out from said crowd
Cove Street has received a number of inquiries from both existing and potential clients regarding any changes we have made to our investment process due
I recently had the opportunity to discuss Cove Street’s investment process and a few individual securities in an interview with Hidden Value Stocks. Specifically, in
Cove Street’s experience in working collaboratively with companies to improve corporate governance practices and capital allocation strategies has yielded a very simple insight: being a