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.

Thoughts

Exclusive commentary and insights from Team CSC's deep fundamental research, repeatable investment process, and culture of continuous improvement.

Subscribe to CSC Content
Categories

Author: Jeffrey Bronchick, CFA

CSC Thoughts for LinkedIn
Economics at Large

Forty Years of Right

As we have noted in this space in the past, “these dudes” have been more than mostly right for a really long time on what

Read More »
Jeffrey Bronchick, CFA October 19, 2020
CSC Thoughts for LinkedIn
Markets, Rationality & Decision Making

Covid and Behavioral Flaws

Never in the history of the world have more people had more access to information. And yet… On My Mind: They Blinded Us From Science

Read More »
Jeffrey Bronchick, CFA September 21, 2020
CSC Thoughts for LinkedIn
Ben Graham Corner: Securities Analysis

The More Things Change

A very long time ago, the author was the first outside columnist for TheStreet.com, which in its early days had a terrific set of people

Read More »
Jeffrey Bronchick, CFA September 14, 2020
CSC Thoughts for LinkedIn
Markets, Rationality & Decision Making

The Meanings of Insanity?

So imagine you are on one of those innumerable TV cop shows where apparently if you stick a variety of crime scene photos on a

Read More »
Jeffrey Bronchick, CFA September 14, 2020
CSC Thoughts for LinkedIn
The Business of Investment Management

This Should be a Good Thing…But

Early in my career, I would saddle up the horse and carriage, go to the office, call a company of interest and ask for them

Read More »
Jeffrey Bronchick, CFA August 27, 2020
CSC Thoughts for LinkedIn
ESG

Cognitive Dissonance and ESG

In a world that loves data and quantification no matter what the source or the possibility of reaching a bewildering machine learned conclusion that makes

Read More »
Jeffrey Bronchick, CFA August 26, 2020
CSC Thoughts for LinkedIn
Markets, Rationality & Decision Making

Poker Playing

From Charlie Ergen’s Q2 SATS Conference Call: “So it’s an interesting time. I think patience — I hope our patience will be rewarded. It hasn’t

Read More »
Jeffrey Bronchick, CFA August 7, 2020

Value vs. Growth Commentary

Observation: If something cannot go forever, it won’t. At current performance rates, there will be five stocks comprising 110% of US market cap. That “seems”

Read More »
Jeffrey Bronchick, CFA August 4, 2020

Causation or Correlation?

While we hate to generalize or box our thinking into “styles,” we naturally, self-evidently, and painfully—today—consider ourselves value managers. We have had many conversations in

Read More »
Jeffrey Bronchick, CFA July 20, 2020

ESG Sniff Test: China

As Beijing moves swiftly to increase control over Hong Kong citizens this week, the Wall Street Journal warns that their actions highlight a broader ambition

Read More »
Jeffrey Bronchick, CFA July 8, 2020

Take The Lemons

This is emblematic of Dumb Money — courtesy of people who are Smart Sellers: Lemonade IPO  

Read More »
Jeffrey Bronchick, CFA June 29, 2020

Off the Spreadsheet Reservation

As analysts, we are tasked with identifying companies that can produce favorable risk adjusted returns with a substantial margin of safety. Like any number of

Read More »
Jeffrey Bronchick, CFA June 25, 2020
Home
About Us
Strategies
quotes
Thoughts
Disclosure & Regulatory Docs
Contact Us

Important Notice

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

Proceed
Cancel