Jeffrey Bronchick, CFA — Cove Street Capital

CSC Strategy Letter | Number 11 | Call Him Ishmael

Download Cove Street Capital’s March 2013 Strategy Letter Number 11, “Call Him Ishmael”

Jeffrey Bronchick, CFA March 26, 2013

Proxy Season and the Unusually Juicy Soap Opera at Tessera

We own Tessera at a cost of approximately $16 per share. Our thought process was simple: a conservative analysis of their IP portfolio’s current cash

Jeffrey Bronchick, CFA March 18, 2013

Hello Ruby Tuesday

A few weeks ago, Cove Street was asked to present a small cap stock idea for the 2013 Small-Cap Investing Summit. Our analyst Ben Claremon

Jeffrey Bronchick, CFA February 20, 2013

The Worst Piece of Corporate BS

The proposed management buyout of Dell is an abomination of corporate governance and decency on an extraordinarily large scale. While we have been too busy

Jeffrey Bronchick, CFA February 11, 2013

CSC Strategy Letter | Number 10 | The Lost Decade…Found?

Download Cove Street Capital’s January 2013 Strategy Letter Number 10, “The Lost Decade…Found?”

Jeffrey Bronchick, CFA January 31, 2013

What Were We Thinking—Central Garden and Pet

Central Garden and Pet (Ticker: CENTA) has been in and out of the portfolio several times over the last eleven years with results varying from

Jeffrey Bronchick, CFA January 15, 2013

The Nonsense Math Effect

Please insert the phrases “money manager,” “hedge fund,” “large pension plan,” and “underperformance” at will throughout this piece. The Nonsense Math Effect Mathematics is a

Jeffrey Bronchick, CFA January 7, 2013

All About CSC

Our Roots for Sale

Warren Buffett: Former Executive Offices – 97 Cove St, New Bedford MA 02744

Jeffrey Bronchick, CFA November 30, 2012

CSC Strategy Letter | Number 9 | Idiosyncratic Risk…and the Other Kind

Download Cove Street Capital’s November 2012 Strategy Letter Number 9, “Idiosyncratic Risk…and the Other Kind”

Jeffrey Bronchick, CFA November 27, 2012

Increasingly Obvious Unintended Consequences

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

Jeffrey Bronchick, CFA November 20, 2012

Jefferies: Possible Postscript

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

Jeffrey Bronchick, CFA November 15, 2012

Well Worn and Well Worth Re-reading

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

Jeffrey Bronchick, CFA October 30, 2012

This Is Seriously One of the Best Things I Have Ever Read on Investing

Psychology of Intelligence Analysis

Jeffrey Bronchick, CFA October 23, 2012

Somehow This Did Not Make It Into Our Presentation

Uncorking the Muse: Alcohol Intoxication Facilitates Creative Problem Solving

Jeffrey Bronchick, CFA October 19, 2012

What Is Really Wrong With This Country and the Economy?

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

Jeffrey Bronchick, CFA October 3, 2012

Other People’s Thoughts – Jim Bianco of Bianco Research

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

Jeffrey Bronchick, CFA September 17, 2012

CSC Strategy Letter | Number 8 | You Didn’t Build This Rally

Download Cove Street Capital’s September 2012 Strategy Letter Number 8, “You Didn’t Build This Rally”

Jeffrey Bronchick, CFA September 10, 2012

All About CSC

Cove Street Capital Calling

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

Jeffrey Bronchick, CFA August 22, 2012

Summer Reading Continued

“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

Jeffrey Bronchick, CFA August 14, 2012

Munger Reprise

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

Jeffrey Bronchick, CFA August 6, 2012

Now About that Factory Tour…

Following last week’s Fender post: Why Fender Pulled Its IPO

Jeffrey Bronchick, CFA July 24, 2012

Specific Stock Ideas

Buy a Used Guitar, Not the Stock

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

Jeffrey Bronchick, CFA July 16, 2012

Summer Reading

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

Jeffrey Bronchick, CFA June 28, 2012

CSC Strategy Letter | Number 7 | Volcker Does Not Rule

Download Cove Street Capital’s June 2012 Strategy Letter Number 7, “Volcker Does Not Rule”

Jeffrey Bronchick, CFA June 25, 2012

Podcasts & Recordings

The Next Generation: An Interview with Ben Claremon & Eugene Robin

CSC research analysts and blog contributors Ben Claremon and Eugene Robin were recently interviewed for “The Wall Street Transcript.” Read it here .

Jeffrey Bronchick, CFA June 8, 2012

What We See Versus What We Infer

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

Jeffrey Bronchick, CFA June 8, 2012

Philosophical Musings

A Brief Presentation by Our CIO

Our CIO Jeffrey Bronchick gave a presentation at the Emerging Managers Summit in Chicago. Download the slides here.

Jeffrey Bronchick, CFA June 8, 2012

CSC Strategy Letter

Thoughts

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

Categories

Author: Jeffrey Bronchick, CFA

CSC Strategy Letter | Number 11 | Call Him Ishmael

Proxy Season and the Unusually Juicy Soap Opera at Tessera

Hello Ruby Tuesday

The Worst Piece of Corporate BS

CSC Strategy Letter | Number 10 | The Lost Decade…Found?

What Were We Thinking—Central Garden and Pet

The Nonsense Math Effect

Our Roots for Sale

CSC Strategy Letter | Number 9 | Idiosyncratic Risk…and the Other Kind

Increasingly Obvious Unintended Consequences

Jefferies: Possible Postscript

Well Worn and Well Worth Re-reading

This Is Seriously One of the Best Things I Have Ever Read on Investing

Somehow This Did Not Make It Into Our Presentation

What Is Really Wrong With This Country and the Economy?

Other People’s Thoughts – Jim Bianco of Bianco Research

CSC Strategy Letter | Number 8 | You Didn’t Build This Rally

Cove Street Capital Calling

Summer Reading Continued

Munger Reprise

Now About that Factory Tour…

Buy a Used Guitar, Not the Stock

Summer Reading

CSC Strategy Letter | Number 7 | Volcker Does Not Rule

The Next Generation: An Interview with Ben Claremon & Eugene Robin

What We See Versus What We Infer

A Brief Presentation by Our CIO

CSC Strategy Letter | Number 6 | Lots to Fear or Fear Itself?

Inoculation 2012: The Berkshire Hathaway Meeting

More Things That Don’t Change Over Time

Important Notice

Thoughts

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

Categories

Author: Jeffrey Bronchick, CFA

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