Download Cove Street Capital’s March 2017 Strategy Letter Number 28, “Hooey and the Sausage Making”
To paraphrase Einstein, things should be as simple as possible, but not too simple. From that starting point, good investing at Cove Street Capital begins
by Eugene Robin | Principal, Research Analyst The so-called “Trump Rally” has been fascinating to watch from our vantage point. For one thing, it has
Strings Attached — a 2007 write-up of the vintage-guitar market. ‘Gits in Yer’ 401k — 2006 commentary on vintage guitars as a long-term investment.
John Hussman is an economist who runs some mutual funds. He has been bearish and miserably wrong for a long time, but he is thoughtful
Per the very readable new book by Michael Lewis, “The Undoing Project,” Amos Tversky kept these thoughts on a piece of paper by his desk.
by Ben Claremon, Principal and Research Analyst Before you start rolling your eyes, this is not what you might think it is. Sorry, you aren’t
Download the presentation slides. — This report is published for information purposes only. You should not consider the information a recommendation to buy or sell
Download a detailed analysis of how a government agency can go completely off the rails of rationality. And it’s probably worse than we think.
Download Cove Street Capital’s November 2016 Strategy Letter Number 27, “Some Things Really Do Change”
by Dean Pagonis | CSC Research Analyst As the newest member of the Cove Street research team, I have generally been shielded from most ongoing
While we simply HATE to do things that seem to contribute 90% to the din of noise that surrounds investing, this was put in our
From a New York Times interview with Davis Swenson, head of Yale endowment: Mr. Swensen likes teaming up to invest with his former analysts. For
From Fortune: Senators Call the Wrong Time Warner CEO to Testify about the AT&T Merger You may have heard about the controversial $85.4 billion merger
This is simply a devastatingly effective argument that has never been read in Washington DC and is what we fear in the middle of the night.
Check out this video on YouTube: Garrett Rips Secretary Lew For Not Playing by the Same Rules as the Rest of Us
Download Cove Street Capital’s September 2016 Strategy Letter Number 26, “Dow 36,000…and the Grumbling Hive”
Now, one would think that statements like “More small caps reducing shares, paying dividends” would seem to the investor at large to be a good
Press Release Cove Street Capital, LLC and Other Shareholders Resoundingly Rebuke Westell Technologies, Inc. Board of Directors and Strategic Direction EL SEGUNDO, CA, September 22,
From the 2016 Liberty Media Annual Report Dear Fellow Shareholders, The past twelve months have seen the continued structural evolution of Liberty Media. Most notably,
From the Quanex Building Products Presentation on June 9th, 2016 Question (Unknown analyst): So for a number of the manufacturers, particularly in the window side,
At Cove Street we are constantly weighing three key variables: business, value, and people. In the case of Belmond Ltd., we are confident in the
The following is a pretty accurate assessment of what is going in the US economy – we think. “—MSC Industrial Direct Q3 Earnings Call —
This Is Painful But Try THIS Pain on for Size – 14 Years in a Row of Net Outflows Which Leaves 15,000 to Go Under
Download Cove Street Capital’s July 2016 Strategy Letter Number 25, “T.I.N.A. Will Be a Cruel Mistress”
