Our guest on Episode 9 of Compounders was Mark Dankberg, the co-founder and Executive Chairman of Viasat. Viasat is a $3.97 billion market cap company
Our guest on Episode 8 of Compounders was Alan McKim, the Founder, Chairman, and CEO of Clean Harbors. Clean Harbors is a $5.3 billion market
Our guest on Episode 7 was Jeff Rosica, the CEO of Avid Technology, a $1.2 billion market cap company that sells software and hardware for
Our guest on Episode 6 was Mauricio Ramos, the CEO of Millicom. Millicom is a $3.75 billion market cap mobile and broadband company that primarily
When the organizers of the Investor Summit conferences asked me to come up with a panel for their Q3 event, I thought it would be
The guest on Episode 5 of the Compounders podcast was Jim Hallett, the former CEO and now Executive Chairman of KAR Auction Services. KAR is
Our guest on the show this week was Sean O’Connor, the CEO of StoneX, a $1.2 billion dollar market cap financial services company that generated
Our guest on Episode 2 of Compounders was Tom Gayner, the co-CEO of Markel Corporation. Markel is a Fortune 500, $17.5 billion market cap financial
Our first guest on the Compounders podcast was Weston Hicks, the CEO of Alleghany Corporation. Alleghany (Ticker: Y) is a Fortune 500, $9.45B market cap
We are excited to share the first episode of Compounders: The Anatomy of a Multibagger. In this brief episode, Ben Claremon discusses why we decided
Cove Street is pleased to announce that its new podcast, Compounders: The Anatomy of a Multibagger, will officially be launched on August 3rd. The podcast
As an investor, if you spend the majority of your time looking at larger cap companies, it is truly hard to appreciate the wacky and
I was recently asked to share a small cap investment idea with the attendees of the Q2 Virtual Summit hosted by the Investor Summit Group.
Eugene and Andrew discuss one of the more interesting businesses we are invested in at Cove Street. Viemed (NASDAQ:VMD) provides non-invasive ventilators (NIVs) to patients
No, this is not a spinoff of Tim Ferriss’s The 4-Hour Workweek. There are in fact no shortcuts to great investing. Having said that, it is very
*Eugene and Ben have not been appointed to VSAT’s Investor Relations Team. This is meant in a humorous manner due to the number of
This week, Eugene Robin and I had the opportunity to do a live-streamed presentation on Viasat (ticker: VSAT). We took part in GuruFocus’s “Value Investing
You know you have made it as an investment manager when someone is willing to create a sketch of you to attach to an interview!
Our lead principal and Portfolio Manager Jeffrey Bronchick, CFA was asked to do an interview with Ross Roggensack of Oak City Consulting. Sartorial choices aside,
Most of the time when I am espousing the Cove Street gospel in the podcast realm, the audience consists of a bunch of people with
One of the more difficult parts of my job is to essentially say the same thing in novel ways in order to keep clients, listeners,
Swimming against the prevailing investment tide is often fairly difficult. Humans by their nature feel safer in the crowd and standing out from said crowd
Cove Street has received a number of inquiries from both existing and potential clients regarding any changes we have made to our investment process due
I recently had the opportunity to discuss Cove Street’s investment process and a few individual securities in an interview with Hidden Value Stocks. Specifically, in
Cove Street’s experience in working collaboratively with companies to improve corporate governance practices and capital allocation strategies has yielded a very simple insight: being a
One of our analysts, Eugene Robin, CFA, was recently featured on the ValueWalk podcast to discuss his favorite idea, Viasat – his former employer and
There aren’t that many times in an investor’s career when the environment changes so much in a few weeks. The following interview on the ValueWalk’s
Meb Faber is a SoCal-based investor I have known for a number of years. Meb is the CIO of a quant firm called Cambria Investments.
Continuing on the corporate governance theme, we are posting this oldie but goodie. A couple of years ago, I was interviewed by The Manual of
I have known Toby Carlisle for close to 10 years now. Toby is a deep value investor who runs a firm called Acquirers Funds. At
