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
by Eugene Robin, CFA | Research Analyst Approach Resources, Incorporated (Ticker: AREX) is an independent oil and gas exploration company located in west Texas. As
What’s great about Jim Grant writing for the unwashed minority (those who toil in official positions in Washington) is that you can re-link and comment without
Co-written by Jeffrey Bronchick + Ben Claremon A recent article in the Wall Street Journal—from which we lifted the chart below—once again highlights the never-ending
We reprint with permission a recent email from a sell-side colleague who we hold in high regard, despite his familiarity with the institutional investment consulting
Download Cove Street Capital’s December 2011 Strategy Letter Number 4, “Tis the Season I Click Doubt You Will Remember”
Even if you repeat it enough, it doesn’t make it true. Unless you are burdened with a few hundred billion to manage, you do NOT
So, we have very recently been a buyer of Jefferies (Ticker: JEF) stock, which anyone following the financial headlines would know has been pummeled in
Download Cove Street Capital’s November 2011 Strategy Letter Number 3, “Occupy Yahoo”
by Ben Claremon | Research Analyst Welcome to earnings season and the barrage of company press releases and conference calls. Securities analysts all over the
SEI Investments — This report is published for information purposes only. You should not consider the information a recommendation to buy or sell any particular
Old Ideas that Require Repeating in Regard to Hiring a Money Manager
This is a prepared text of the Commencement address delivered by Steve Jobs, CEO of Apple Computer and of Pixar Animation Studios, on June 12,
The VIX is the Chicago Board of Options (CBOE) Volatility Index, and regardless of what it was intended to do, what it does do is
by Ben Claremon | Research Analyst All European banks are insolvent! Germany is going to leave the Euro! The US is going to default on
To further share the Cove Street research communication duty, I introduce Analyst Eugene Robin. – Jeffrey Bronchick, CFA | Principal, CIO DATA MINING: THE GIFT
To counter the rumor that I am incapable of ceding the pen, I present Ben Claremon—a.k.a. The Inoculated Investor—Cove Street Analyst. – Jeffrey Bronchick, CFA
Download Cove Street Capital’s August 2011 Strategy Letter Number 2 “The Slow Investment Movement”
Federal Reserve Chairman Ben Bernanke’s speech in Jackson Hole today was notable for what it did not contain—a big silly and asset levitating QE3 program—although
Many things can aggravate someone who is invested in a very cheap stock. This one is particularly irking. For reasons unbeknownst to those rationally running
It seems hard to reconcile this piece by Warren Buffett with the fact that he is engaged in possibly the largest tax-free transfer of wealth
It does take some creativity and high IQ for many to justify “2 & 20.” I also think a Mrs. Montier might insist on a better
