Cove Street Capital requires a modern browser to look and function properly. Internet Explorer stopped receiving updates in January 2020. Using it may cause display issues on our website, and put your own online security at risk. We highly recommend switching to a secure modern web browser such as Chrome, Edge, Firefox, or Safari.

Thoughts

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

Subscribe to CSC Content
Categories

Category: Markets, Rationality & Decision Making
ESG

Buyback BS

Of the myriad of reasons proffered daily as to why we are the verge of stock market doom, a “decline in share repurchase” has come

Read More »
Jeffrey Bronchick, CFA September 29, 2014

Very Scary

Our takeaway on Janet Yellen’s speech is three-fold: We paraphrase: “Wise regulation, which is mostly now in place globally, will ensure that future financial crises

Read More »
Jeffrey Bronchick, CFA July 7, 2014
Markets, Rationality & Decision Making

The Efficient Market Paradox

by Eugene Robin  |  Research Analyst I’d like to share with you a great book on the basic mathematics of the stock market written by John

Read More »
Jeffrey Bronchick, CFA May 29, 2013

Munger Reprise

I sometimes have a dim realization that I need the same intellectual lessons pounded into me over different time periods in order to avoid the

Read More »
Jeffrey Bronchick, CFA August 6, 2012

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,

Read More »
Jeffrey Bronchick, CFA July 15, 2011
Home
About Us
Strategies
quotes
Thoughts
Disclosure & Regulatory Docs
Contact Us

Important Notice

You are now leaving Cove Street Capital’s website and entering Cove Street’s Mutual Fund website.

Proceed
Cancel