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Thoughts

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

Category: The Business of Investment Management

Economics at Large

Well, We Have One Reader!

This is from an X shareholder in CNX Resources we mentioned in a previous blog. “I was recently reading or listening to something – I

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Markets, Rationality & Decision Making

How Not to Make Money in an Energy Stock

Get sucked into this “crazy” mentality which works for every industry but oil and gas. Own assets near the largest “users” of natural gas in

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Markets, Rationality & Decision Making

Old School Buffett

WB is running around Japan meeting his “Big 5” Japanese investments and raising nearly free capital to fund it, which is another neat way of

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Markets, Rationality & Decision Making

This is REALLY Important to Read

…if you are thinking about spending literally trillions of dollars on a new policy imperative. A Recent conference clip from Seifollah Ghasemi, Chairman, President &

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The Business of Investment Management

NOTE TO ALL CEO’s

Sitting in the seat and collecting equity grants is highly discounted “ownership.” “As for the future, Berkshire will always hold a boatload of cash and

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The Business of Investment Management

CoveyChat

Our beloved Logo springs to life like an Ivy League Pinocchio. The following is an in-depth interview conducted during lunch hours at CSC Global Headquarters.

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Markets, Rationality & Decision Making

Don’t Take Our Word for It

One of the most common questions you hear when professional investors are being interviewed is “what do you think is interesting in the current market

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Markets, Rationality & Decision Making

Well This Should Make My Job Easier

I am only half kidding with the title above. This article adds some historical perspective to the Small vs. Large debate. Throw in the Value

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The Business of Investment Management

Life Simply Ain’t that Systematic

We have spent a lot of time over many years seeking to employ technology to free up time to focus on “thinking big thoughts” and

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The Business of Investment Management

A Classic Historical Rhyme

Originally published in the Wall Street Journal. When a 59% Annual Return Just Isn’t Enough Investors appear to be growing more and more optimistic about

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Ben Claremon the DealMaker

I recently had the privilege of appearing as a guest on one of the first episodes of the DealMakers Podcast. The conversation was a bit

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