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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

Steve Wynn Leading the Charge

How rare is it for a visible corporate leader to speak publicly on anything but their latest green initiative? July 2011 Conference Call I believe

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The Crowd Around Rising Rates

Bianco Research Comment: “Since December 2002 Bloomberg has conducted 99 monthly surveys. Of these, an incredible 95 surveys (96%) have forecasted higher rates. To repeat,

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European Spade Work

The Cove Street team remains confident we will see a European Vacation at an acceptable exchange rate. Here is a nice paid clip from the

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Yahoo and Jack Ma

Only somewhat facetiously, I wonder out loud why Jack Ma was not arrested at the U.S. border last week when he spoke at The Wall

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Thank You Mr. Dimon

At what was surely a suave gathering of banking officials in Atlanta on June 7, this exchange was noted between Morgan Stanley’s Jaime Dimon and

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