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Thoughts

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

Author: Jeffrey Bronchick, CFA

All About CSC

Summer Reading List

All the Light We Cannot See — Anthony Doerr Churchill — Paul Johnson Hitch-22: A Memoir — Christopher Hitchens How Life Imitates Chess: Making the

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This Is a Great Response

“Logic and experience indicate that barring investments in a major, integral sector of the global economy would—especially for a large endowment reliant on sophisticated economic

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Confessions

I have been an on-again, off-again subscriber of the Journal of Applied Corporate Finance (and a predecessor) for more than 20 years. It is worth

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Forestar

Download a press release from Forestar Group Inc. (Ticker: FOR)

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Well Said

Mr. Gideon King’s parting notes on his decision to close down his hedge fund business: “Controlling capital and engaging intellectually is good work if one

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The Blame Game

From time to time we must look in the investment mirror and conclude that we are stinking and we have no one to blame but

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The Reluctant Warriors

A friend of ours who works for a well-known activist firm summed it up perfectly when he said, “We are living in the era of

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Reading Disorder

A senior member of our investment team read this transcript and couldn’t help but replace the words “investment management” in lieu of the subject being

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What a Phony, Part II

Read Part I: “The Worst Piece of Corporate BS,” 02/11/2013 A recent article in the Wall Street Journal penned by Michael Dell is so full of

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