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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: CSC Strategy Letter

CSC Strategy Letter | Number 31 | Another Lap Around The Sun

Download Cove Street Capital’s January 2018 Strategy Letter Number 31, “Another Lap Around The Sun”

Jeffrey Bronchick, CFA January 11, 2018

Other Things on Our Mind That Didn’t Manage to Work Their Way Into a Coherent Pattern for Our October Strategy Letter

BITCOIN: J.P. Morgan boss Jamie Dimon: “It’s a fraud. It’s worse than tulip bulbs. It won’t end well. Someone is going to get killed.” In

Jeffrey Bronchick, CFA October 19, 2017

CSC Strategy Letter | Number 30 | Can You Walk Past the Doughnuts?

Download Cove Street Capital’s October 2017 Strategy Letter Number 30, “Can You Walk Past the Doughnuts?”

Jeffrey Bronchick, CFA October 19, 2017

Other Recent CSC Thoughts and Ruminations That Did Not Fall Into a Coherent Narrative for Our June Strategy Letter

Risk—the extent of loss that a person or an organization can withstand without having to significantly change spending habits. THIS drives a lot more market

Jeffrey Bronchick, CFA June 29, 2017

CSC Strategy Letter | Number 29 | Not Going Gently into the Night: Active Management and Electric Guitars

Download Cove Street Capital’s June 2017 Strategy Letter Number 29, “Not Going Gently into the Night: Active Management and Electric Guitars”

Jeffrey Bronchick, CFA June 29, 2017

CSC Strategy Letter | Number 28 | Hooey and the Sausage Making

Download Cove Street Capital’s March 2017 Strategy Letter Number 28, “Hooey and the Sausage Making”

Jeffrey Bronchick, CFA March 23, 2017

CSC Strategy Letter | Number 27 | Some Things Really Do Change

Download Cove Street Capital’s November 2016 Strategy Letter Number 27, “Some Things Really Do Change”

Jeffrey Bronchick, CFA November 29, 2016

CSC Strategy Letter | Number 26 | Dow 36,000…and the Grumbling Hive

Download Cove Street Capital’s September 2016 Strategy Letter Number 26, “Dow 36,000…and the Grumbling Hive”

Jeffrey Bronchick, CFA September 20, 2016

CSC Strategy Letter | Number 25 | T.I.N.A. Will Be a Cruel Mistress

Download Cove Street Capital’s July 2016 Strategy Letter Number 25, “T.I.N.A. Will Be a Cruel Mistress”

Jeffrey Bronchick, CFA July 13, 2016

CSC Strategy Letter | Number 24 | Living in an Economics-Free Zone

Download Cove Street Capital’s April 2016 Strategy Letter Number 24, “Living in an Economics-Free Zone”

Jeffrey Bronchick, CFA April 27, 2016

CSC Strategy Letter | Number 23 | Waves in an Ocean of Guesses

Download Cove Street Capital’s January 2016 Strategy Letter Number 23, “Waves in an Ocean of Guesses”

Jeffrey Bronchick, CFA January 8, 2016

CSC Strategy Letter

CSC Strategy Letter | Number 22 | Paleo Investing

Download Cove Street Capital’s September 2015 Strategy Letter Number 22, “Paleo Investing”

Jeffrey Bronchick, CFA September 10, 2015

CSC Strategy Letter

CSC Strategy Letter | Number 21 | Three Anecdotes Don’t Make a Data

Download Cove Street Capital’s July 2015 Strategy Letter Number 21, “Three Anecdotes Don’t Make a Data”

Jeffrey Bronchick, CFA July 30, 2015

All About CSC

Supporting Charts for a Strategy Letter Already Too Long

Jeffrey Bronchick, CFA July 30, 2015

CSC Strategy Letter

CSC Strategy Letter | Number 20 | Don’t Bring a Knife To a Gun Fight

Download Cove Street Capital’s May 2015 Strategy Letter Number 20, “Don’t Bring a Knife To a Gun Fight”

Jeffrey Bronchick, CFA May 4, 2015

CSC Strategy Letter | Number 19 | The Great Complacency…Continued

Download Cove Street Capital’s January 2015 Strategy Letter Number 19, “The Great Complacency…Continued”

Jeffrey Bronchick, CFA January 29, 2015

CSC Strategy Letter | Number 18 | Metastability?

Download Cove Street Capital’s September 2014 Strategy Letter Number 18, “Metastability”

Jeffrey Bronchick, CFA October 2, 2014

CSC Strategy Letter | Number 17 | Hockey is Nothing Like Investing

Download Cove Street Capital’s July 2014 Strategy Letter Number 17, “Hockey is Nothing Like Investing”

Jeffrey Bronchick, CFA July 14, 2014

CSC Strategy Letter | Number 16 | What Would You Do if You Were Prem Watsa?

Download Cove Street Capital’s March 2014 Strategy Letter Number 16, “What Would You Do if You Were Prem Watsa?”

Jeffrey Bronchick, CFA March 20, 2014

More Thoughts for the January 2014 Strategy Letter

Here are some thoughts that didn’t make it into our January Strategy Letter but that I wanted to clean off the plate for the New

Jeffrey Bronchick, CFA January 24, 2014

CSC Strategy Letter

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

Download Cove Street Capital’s March 2012 Strategy Letter Number 6, “Lots to Fear or Fear Itself?”

Jeffrey Bronchick, CFA May 7, 2012

Thoughts

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

Categories

Category: CSC Strategy Letter

CSC Strategy Letter | Number 31 | Another Lap Around The Sun

Other Things on Our Mind That Didn’t Manage to Work Their Way Into a Coherent Pattern for Our October Strategy Letter

CSC Strategy Letter | Number 30 | Can You Walk Past the Doughnuts?

Other Recent CSC Thoughts and Ruminations That Did Not Fall Into a Coherent Narrative for Our June Strategy Letter

CSC Strategy Letter | Number 29 | Not Going Gently into the Night: Active Management and Electric Guitars

CSC Strategy Letter | Number 28 | Hooey and the Sausage Making

CSC Strategy Letter | Number 27 | Some Things Really Do Change

CSC Strategy Letter | Number 26 | Dow 36,000…and the Grumbling Hive

CSC Strategy Letter | Number 25 | T.I.N.A. Will Be a Cruel Mistress

CSC Strategy Letter | Number 24 | Living in an Economics-Free Zone

CSC Strategy Letter | Number 23 | Waves in an Ocean of Guesses

CSC Strategy Letter | Number 22 | Paleo Investing

CSC Strategy Letter | Number 21 | Three Anecdotes Don’t Make a Data

Supporting Charts for a Strategy Letter Already Too Long

CSC Strategy Letter | Number 20 | Don’t Bring a Knife To a Gun Fight

CSC Strategy Letter | Number 19 | The Great Complacency…Continued

CSC Strategy Letter | Number 18 | Metastability?

CSC Strategy Letter | Number 17 | Hockey is Nothing Like Investing

CSC Strategy Letter | Number 16 | What Would You Do if You Were Prem Watsa?

More Thoughts for the January 2014 Strategy Letter

CSC Strategy Letter | Number 15 | The Fear Pendulum: From End of the World to Market Melt-Up?

CSC Strategy Letter | Number 14 | Steve Jobs Didn’t Give a *!@% About the Debt Ceiling

CSC Strategy Letter | Number 13 | Who Are You Going to Believe—These Non-GAAP Numbers or Your Lying Eyes?

CSC Strategy Letter | Number 12 | Harleys and Leather Jackets

CSC Strategy Letter | Number 11 | Call Him Ishmael

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

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

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

CSC Strategy Letter | Number 7 | Volcker Does Not Rule

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

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Thoughts

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

Categories

Category: CSC Strategy Letter

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