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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: Philosophical Musings

A Plea for Higher Interest Rates

What’s great about Jim Grant writing for the unwashed minority (those who toil in official positions in Washington) is that you can re-link and comment without

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In Memory of Steve Jobs

This is a prepared text of the Commencement address delivered by Steve Jobs, CEO of Apple Computer and of Pixar Animation Studios, on June 12,

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Philosophical Musings

Data Mining: The Gift and the Curse

To further share the Cove Street research communication duty, I introduce Analyst Eugene Robin. – Jeffrey Bronchick, CFA | Principal, CIO DATA MINING: THE GIFT

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Do I Detect a Hint of Optimism?

To counter the rumor that I am incapable of ceding the pen, I present Ben Claremon—a.k.a. The Inoculated Investor—Cove Street Analyst. – Jeffrey Bronchick, CFA

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Atlas Shrugged

Federal Reserve Chairman Ben Bernanke’s speech in Jackson Hole today was notable for what it did not contain—a big silly and asset levitating QE3 program—although

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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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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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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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