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”
This was a letter recently released by U.S. Senator Elizabeth Warren (D-MA) and U.S. Representative John Conyers (D-MI) and was signed by 116 Members of
by Ben Claremon | Principal, Research Analyst After taking a year off from partaking in the annual trek to Omaha, I returned to the home
Download Cove Street Capital’s April 2016 Strategy Letter Number 24, “Living in an Economics-Free Zone”
From a recent interview with Bill Gross, manager of the Janus Global Unconstrained Bond fund: Years of easing by central banks mean that interest rates
One of the reasons why Buffett remains important to us is the increasing frequency at which he echoes our own thoughts: I suggest that you
A terrific read.
Our man, Dean Pagonis, visited Sun Hydraulics last week under the heading of “How Does This Really Work?” Here is what they told us about
While parts of this wander from what we do day to day, I think it can be argued that it is difficult to divorce these
Properly speaking, there are only three reasons why someone should allocate capital to a money manager: 1. New funding or capital inflows. 2. An existing
We have habitually re-counseled clients (and ourselves) that financial markets go down as well as up and that is actually a good thing as we
CLICK HERE to download our supporting charts for going forward in 2016.
Download Cove Street Capital’s January 2016 Strategy Letter Number 23, “Waves in an Ocean of Guesses”
As we clean out files and thoughts at year-end, this was a doozy that I think is an interesting view of “shareholder relations” and how
This remains one of my favorite pieces of self-analysis on not only “how to invest” but how to practically invest and conduct one’s self in
Warren Buffett: Annual Letter Comments Regarding the Selection of Corporate Directors Berkshire Hathaway 2003 Annual Report: Pages 9-10 (bold added): True independence – meaning the
CLICK HERE to download our recent letter to the SEC.
Click HERE to download Is Economics Research Replicable? Sixty Published Papers from Thirteen Journals Say “Usually Not.”
There is a lot of money in the world and there are often fascinating stories behind it. This is a great story and what also
Forestar Announces CEO Transition, Management Promotions and Board Retirements ************************ September 28, 2015 06:45 AM Eastern Daylight Time AUSTIN, Texas–(BUSINESS WIRE)–Forestar Group Inc. (NYSE: FOR)
William Leggett, a Jacksonian Democrat and abolitionist, writing in the New York Evening Post, Nov. 21, 1834: “Whenever a Government assumes the power of discriminating
Download Cove Street Capital’s September 2015 Strategy Letter Number 22, “Paleo Investing”
I will ignore the somewhat silly premise of the book which was to analyze the emotional nature of “money managers” and thus glean some clues
Dole C.E.O. and Aide Found Liable for $148 Million in Buyout
