Category: Specific Stock Ideas

Worth reading at least the first six pages. A class act that we stupidly sold long ago when it seemed “expensive.” Before tripling again. Whether

(Except for the 25 year holding period part.)

This was once our largest holding before it grew up on us. — This report is published for information purposes only. You should not consider

From the 2016 Liberty Media Annual Report Dear Fellow Shareholders, The past twelve months have seen the continued structural evolution of Liberty Media. Most notably,

At Cove Street we are constantly weighing three key variables: business, value, and people. In the case of Belmond Ltd., we are confident in the

Our man, Dean Pagonis, visited Sun Hydraulics last week under the heading of “How Does This Really Work?” Here is what they told us about

Forestar Announces CEO Transition, Management Promotions and Board Retirements  ************************  September 28, 2015 06:45 AM Eastern Daylight Time AUSTIN, Texas–(BUSINESS WIRE)–Forestar Group Inc. (NYSE: FOR)

Download a press release from Forestar Group Inc. (Ticker: FOR)

by Jeffrey Bronchick | Chief Investment Officer Fender tried to go public in 2012. It failed and here is why. In how the world should

I am not sure I am 100% in alignment with “Gold is the Answer” but this ramble is worth reading on a number of fronts

Funny things often happen on the way to the bank. It is also fair to say that sometimes you never reach the bank, or you

Following last week’s Fender post: Why Fender Pulled Its IPO