Jeffrey Bronchick, CFA — Cove Street Capital

Activist groups are filing climate resolutions across corporate America. Tactically interesting, all six of the largest US investment banks are prominently targeted in a “cut

Jeffrey Bronchick, CFA April 29, 2022

Economics at Large

Well It Could Be This Simple..
and Painful

Take from an article in Bloomberg, April 6th If Stocks Don’t Fall, the Fed Needs to Force Them Tightening financial conditions will be key

Jeffrey Bronchick, CFA April 28, 2022

Podcasts & Recordings

Riding the Wave of Warehouse Outsourcing and Automation with GXO Logistics CEO Malcolm Wilson and CIO Mark Manduca

Our guests on the show this week were Malcolm Wilson and Mark Manduca, the respective CEO and CIO of GXO Logistics. GXO is a $7

Jeffrey Bronchick, CFA April 27, 2022

Specific Stock Ideas

Blueknight Energy in the Words of Dom DeLuise: “Nicer, but not Thrilling.”

We generally don’t like “voting control” companies and unequal share classes. We are also not fans of publically traded Partnerships as it limits the number

Jeffrey Bronchick, CFA April 26, 2022

Markets, Rationality & Decision Making

Sunday Idea Brunch with Cove Street Capital

I recognize that there may be a perception among people who avoid Twitter that the platform represents the epitome of everything that is wrong with

Jeffrey Bronchick, CFA April 22, 2022

Podcasts & Recordings

The Foo Fighters Wish They Had Chosen A Better Name if They Had Known

Yes, the interviewee should have done this on his laptop instead of the CSC conference room if he had known…better. Young Mr. Parnes is a

Jeffrey Bronchick, CFA April 21, 2022

Specific Stock Ideas

More Netflix Thoughts

1. It is a complete embarrassment that Netflix executives won’t take calls directly from investors and instead play the shield through an analyst game. It

Jeffrey Bronchick, CFA April 21, 2022

Markets, Rationality & Decision Making

This is smart…and correct in our view: It Ain’t Just Netflix

Source: MIDiA Research Forget peak Netflix, this is the attention recession by Mark Mulligan Netflix’s Q1 2022 results caused a stir, with subscriber numbers down

Jeffrey Bronchick, CFA April 20, 2022

Podcasts & Recordings

Driving the Healthcare Industry to Embrace Non-Invasive Ventilation with Viemed Healthcare CEO Casey Hoyt

Our guest on the show this week was Casey Hoyt, the CEO of Viemed Healthcare (Ticker: VMD). Viemed is a $196 million market cap company

Jeffrey Bronchick, CFA April 13, 2022

ESG

North of None, South of Antarctica as Proposed by SEC

What do investors really need in regard to climate disclosure? This is a reasonably balanced discussion. Recall – the SEC initial proposal subject to public

Jeffrey Bronchick, CFA April 6, 2022

Podcasts & Recordings

Joining the Ranks of the Great Industrial Technology Companies with Mirion Technologies CEO Tom Logan

This week’s guest is Tom Logan, the CEO of Mirion Technologies (Ticker: MIR). Mirion was founded in 2005 and Tom has been the company’s only

Jeffrey Bronchick, CFA April 6, 2022

CSC Strategy Letter

CSC Strategy Letter | Number 47 | Herding the Gray Rhinos

April 2022 – As we have noted in this space in the past, there is a lot of the world that cannot be captured by

Jeffrey Bronchick, CFA April 5, 2022

ESG

The Message is Becoming
Less Subtle

ESG’s Russia Test: Trial by Fire or Crash and Burn? by Aswath Damodaran My views on ESG are not a secret. I believe that ESG

Jeffrey Bronchick, CFA April 1, 2022

Economics at Large

Are We Witnessing Another Bear Stearns Moment?

One of the joys of being a securities analyst is reading conference calls when a CEO goes AWOL and tells people what he or she

Jeffrey Bronchick, CFA March 30, 2022

Thoughts

These Guys?

Post the Russian invasion of Ukraine, the global universe of online COVID experts have now turned their attention to the ramifications of an “utterly changed

Jeffrey Bronchick, CFA March 24, 2022

Markets, Rationality & Decision Making

New Voices
Our Very Own Ryan James

Seeking Safety Well, this has certainly been an eventful quarter. Russia invaded Ukraine, and although not to downplay the severe humanitarian crisis that has resulted,

Jeffrey Bronchick, CFA March 23, 2022

Podcasts & Recordings

Further Adventures in Contrarian Value Investing

In January of 2020, Eugene Robin and I appeared on GuruFocus’s Value Investing Live platform to discuss our position in Viasat (ticker: VSAT). The title

Jeffrey Bronchick, CFA March 17, 2022

Thoughts

These are the Things That Should Worry You

We have had ten years of near straight-line declines in interest rates and suppressed volatility. Products are sold and structures are created on the basis

Jeffrey Bronchick, CFA March 16, 2022

The Business of Investment Management

And You Wonder Why Some People are Active Investors

We own a small concrete company in our micro-cap portfolio. We have more than doubled our money and we think we can double it again.

Jeffrey Bronchick, CFA March 15, 2022

Specific Stock Ideas

Walking Through Skechers (SKX) on the Chit Chat Money Podcast

Cove Street has been following Skechers (ticker: SKX) for many years. For a lot of that time, we were hesitant to invest because of the

Jeffrey Bronchick, CFA March 7, 2022

Podcasts & Recordings

Monetizing a Library of Intellectual Property with WildBrain CEO and Vice Chairman Eric Ellenbogen

This week’s guest is Eric Ellenbogen, the CEO and Vice Chairman of WildBrain. WildBrain is a 500 million Canadian dollar market cap entertainment company listed

Jeffrey Bronchick, CFA March 2, 2022

Markets, Rationality & Decision Making

Intent Does Not Always Equal Outcome : Mangling the Execution of “Of Course Oil and Gas Prices Are Going Higher and Staying Higher”

There are some things that are different in managing assets invested in smaller companies than larger ones. Energy is one such thing. Two years ago,

Jeffrey Bronchick, CFA February 22, 2022

Podcasts & Recordings

Why Viasat, Why Inmarsat, Why Now with Viasat Executive Chairman Mark Dankberg

Our returning guest on the show today was Mark Dankberg, the co-founder and Executive Chairman of Viasat (Ticker: VSAT). Viasat is $3.1 billion dollar market

Jeffrey Bronchick, CFA February 22, 2022

Markets, Rationality & Decision Making

Flighty “Retail” Investors Is an Insult to Flighty. And it misses the other 80% who often are no better.

We would simply note that in the absence of leverage, one does not have to “freak out” when the market goes down. In fact, new

Jeffrey Bronchick, CFA February 14, 2022

Podcasts & Recordings

Modernizing the Hospitality Management Software Industry with Ramesh Srinivasan, President and CEO of Agilysys, Inc.

Our guest on episode 9 was Ramesh Srinivasan, the CEO of Agilysys (Ticker: AGYS). Agilysys is a $950 million market cap company that provides software

Jeffrey Bronchick, CFA February 9, 2022

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

That Didn’t Take Long

Help Is Not on the Way

The Problem with the End of the World Trade

Well, This Explains Why Certain Stocks Are Down 70% and STILL Don’t Show Up On Our Screens

The Building Blocks of a 100-Bagger with Chris Mayer, Author of 100-Baggers

E vs S vs G?

Well It Could Be This Simple..
and Painful

Riding the Wave of Warehouse Outsourcing and Automation with GXO Logistics CEO Malcolm Wilson and CIO Mark Manduca

Blueknight Energy in the Words of Dom DeLuise: “Nicer, but not Thrilling.”

Sunday Idea Brunch with Cove Street Capital

The Foo Fighters Wish They Had Chosen A Better Name if They Had Known

More Netflix Thoughts

This is smart…and correct in our view: It Ain’t Just Netflix

Driving the Healthcare Industry to Embrace Non-Invasive Ventilation with Viemed Healthcare CEO Casey Hoyt

North of None, South of Antarctica as Proposed by SEC

Joining the Ranks of the Great Industrial Technology Companies with Mirion Technologies CEO Tom Logan

CSC Strategy Letter | Number 47 | Herding the Gray Rhinos

The Message is Becoming
Less Subtle

Are We Witnessing Another Bear Stearns Moment?

These Guys?

New Voices
Our Very Own Ryan James

Further Adventures in Contrarian Value Investing

These are the Things That Should Worry You

And You Wonder Why Some People are Active Investors

Walking Through Skechers (SKX) on the Chit Chat Money Podcast

Monetizing a Library of Intellectual Property with WildBrain CEO and Vice Chairman Eric Ellenbogen

Intent Does Not Always Equal Outcome : Mangling the Execution of “Of Course Oil and Gas Prices Are Going Higher and Staying Higher”

Why Viasat, Why Inmarsat, Why Now with Viasat Executive Chairman Mark Dankberg

Flighty “Retail” Investors Is an Insult to Flighty. And it misses the other 80% who often are no better.

Modernizing the Hospitality Management Software Industry with Ramesh Srinivasan, President and CEO of Agilysys, Inc.

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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