Yet Another Value Podcast: Jeff Bronchick and Andrew Leaf talk $ECVT Ecovyst+ $VSAT Update
Our guest on the show this week was Craig Packer, the CEO of Owl Rock Capital Corp (Ticker: ORCC), a $5.4 billion market cap business
Our guest on the show this week was Brian Lane, the President and CEO of Comfort Systems, a $3.6 billion market cap company that provides
Our guest on the show this week was Steve Daly, the CEO of Instructure Holdings (ticker: INST), a $3.3 billion market cap educational software company.
Our guests on the show this week were Scott King and Jeff Gorman, the CEO and Executive Chairman, respectively, of The Gorman-Rupp Company, a $700
After being a guest on Edwin Dorsey’s Sunday Idea Brunch, I got a fair amount of inbound from people asking about Cove Street’s management assessment process.
Our guest on the show this week was Chris Mayer, the Portfolio Manager of the Woodlock House Family Capital fund and the co-founder of the
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
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
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
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
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
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
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
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
Our guest on Episode 8 was Joey Levin, the CEO of IAC/InterActiveCorp. IAC is an $11.4 billion market cap holding company that has a long
Our guest on Episode 6 was Daniel Harari, the Chairman, and CEO of Lectra. Lectra is a 1.5 billion Euro market cap company based in
Our guest on Episode 5 was Stan Bergman, the Chairman and CEO of Henry Schein (Ticker: HSIC), a Fortune 500, $10.8 billion market cap company.
Our guest on episode 4 was Bruce Young, the CEO of Concrete Pumping Holdings (Ticker: BBCP). The company has a $470 million market cap and
Our guest on Episode 3 was Robert Bryant, the CEO of Axalta Coating Systems (Ticker: AXTA). Axalta is a $7 billion market cap company that
Our guest on Episode 2 was Peter Holt, the CEO of The Joint Corp. The Joint is a $950 million market cap company that operates
Season 2 of Compounders kicks off with a discussion with Ben Gliklich, the CEO of Element Solutions (Ticker: ESI), a $5.95 billion market cap specialty
Broadcast television is not a very sexy industry at the moment. Cable subscribers are cutting the cord, people are spending less time watching traditional TV
If you peruse this quarter’s 13-F filing from Cove Street, you will see Lionsgate (Ticker: LGF.B) show up as a new holding. On that note,
Our guest on Episode 13 of Compounders was Jeff Bailly, the Chairman and CEO of UFP Technologies (Ticker: UFPT). UFP is a $475 million market
If it is not clear already, I really enjoy the podcast interview format. That includes being the one asking the questions and being the person
Our guest on Episode 11 of Compounders was Brian Recatto. Brian is the CEO of Heritage-Crystal Clean* (Ticker: HCCI), a $700 million market cap company
When Sean Ryan, who runs the Predicting Alpha podcast, reached out to me about being on his show, I wasn’t sure what value I could
If you have followed Cove Street’s podcasts interviews over the last year, Lumen Technologies (Ticker: LUMN) is a company that we have discussed a number
