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Our Roots for Sale
Warren Buffett: Former Executive Offices – 97 Cove St, New Bedford MA 02744
Warren Buffett: Former Executive Offices – 97 Cove St, New Bedford MA 02744
Download Cove Street Capital’s November 2012 Strategy Letter Number 9, “Idiosyncratic Risk…and the Other Kind”
While we prefer not to opine in a macro-economic sense on most occasions, this piece sourced from Grant’s, nicely sums up thoughts expressed in a
Funny things often happen on the way to the bank. It is also fair to say that sometimes you never reach the bank, or you
We have embarked on a longer-term project to digitize about 6 yards and 28 years of collected investment “literature.” Because this is the age of
Psychology of Intelligence Analysis
Uncorking the Muse: Alcohol Intoxication Facilitates Creative Problem Solving
Please read this and try not to weep. Let me see if I understand this correctly. The President of the United States gathers together a
As someone who does not watch CNBC unless I’m away from the office and utterly trapped in a small hotel room that only offers 5
Download Cove Street Capital’s September 2012 Strategy Letter Number 8, “You Didn’t Build This Rally”
Despite having twenty-eight years in the investment management industry and the natural cynicism that comes with experience, I nonetheless retain the ability to be amazed
“The fault, dear Brutus, is not in our stars, but in ourselves…” The latest in a long line of thought provoking pieces by investment consultant guru
I sometimes have a dim realization that I need the same intellectual lessons pounded into me over different time periods in order to avoid the
Following last week’s Fender post: Why Fender Pulled Its IPO
In my analytical career, there is a laundry list of things I have studied for investment purposes, including such topics as life insurance, cement, pet
Good investing is a continuous evaluation of business characteristics, valuation and judgement about the people running the show. Valuation is math and perseverance. The changing
Download Cove Street Capital’s June 2012 Strategy Letter Number 7, “Volcker Does Not Rule”
CSC research analysts and blog contributors Ben Claremon and Eugene Robin were recently interviewed for “The Wall Street Transcript.” Read it here .
THIS is a superbly interesting thought process that is eminently applicable to investment management, and it can be argued that I have seen balance sheets
Our CIO Jeffrey Bronchick gave a presentation at the Emerging Managers Summit in Chicago. Download the slides here.
Download Cove Street Capital’s March 2012 Strategy Letter Number 6, “Lots to Fear or Fear Itself?”
Dear Value Investors, This was my fourth trip to the so-called Woodstock for Value Investors and my latest attempt to capture the majority of the
“Keynes the Stock Market Investor” is a pretty interesting piece that was partially excerpted in the Wall Street Journal several weeks ago, but being gluttons for
by Eugene Robin | Research Analyst Let us start by saying that this is not an essay on whether or not a large pool of institutional
Download Cove Street Capital’s March 2012 Strategy Letter Number 5, “Caviar for the General”
by Eugene Robin | Research Analyst The title of this blog post borrows a line from an Agent Orange song that I loved listening to
While this is a wonderfully snarky clip from the Economist, if I were paying “2 and 20,” I am not sure I would think it’s
Q — Should we be concerned that you have a small investment team? How can you cover hundreds of stocks? Won’t you miss things? A
This report is published for information purposes only. You should not consider the information a recommendation to buy or sell any particular security, and this
by Ben Claremon | Research Analyst It was less than two years ago that I was sitting with some of my UCLA Anderson classmates, desperately