The process of “weighing” a stock promoter’s narrative is imprecise because “reality” as reflected via stock prices can be a rapidly moving target, as “things
This exchange is lifted from the recent DISH earnings call. DISH is attempting an “interesting/controversial/expensive/risky?’ build of a software-defined 5G network. They don’t promote, they
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
Lumen is one of the larger holdings within our Small Cap Plus strategy and continues to befuddle us at these valuations. We’ve done an excellent
As part of our continuing series of “buy the heck out of it and tell everyone else in the world”, with the additional caveat of
It is popular in some circles to suggest that in a passive world, “no one will care about Small Cap stocks and thus a value
An extraordinarily cogent narrative of why this is our largest position. He almost had us until the Buffett and Graham part. Worth reading twice end
At risk of creating a widespread Dankberg “crush,” this is the “beyond the spreadsheet” case for Viasat that doesn’t get much play from the “how
One of our analysts, Eugene Robin, CFA, was recently featured on the ValueWalk podcast to discuss his favorite idea, Viasat – his former employer and
Well…he has less competition. From the ViaSat files: SoftBank’s OneWeb Is Said to Mull Bankruptcy as Cash Dwindles (Reprinted from Bloomberg, by Eliza Ronalds-Hannon, Gillian
Constellation Software’s Shareholder Letter.
Law And Order: Proxy Offense Unit. Duh…Duh. At Cove Street Capital, we focus on business, value, and people. We put particular emphasis on the people,
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
Click here for Ben Claremon’s presentation on Axalta. This report is published for information purposes only. You should not consider the information a recommendation to
This is a relatively new purchase for Cove Street and we are delighted to see something thoughtful and intelligent to assist our cause. “While we
John Malone and Co. from the 2018 Liberty Media Investor Day: Well, we have to take the long view and I’ve always taken the long
BNY Mellon Annual Report: Our Financial and Business Performance Our company continued to produce reasonable financial performance in 2017. On a reported basis, our revenues
Plenty has been said to date about the general psychosis gripping the general public and equity markets as it concerns “cryptocurrencies.” We have noted these
(Business Wire) — NEW YORK — November 17, 2017 Real Industry, Inc. (NASDAQ: RELY) (“Real Industry” or the “Company”) today announced that it has initiated
— Download this post as a PDF — “Is there not A tongue in every star that talks with man, And wooes him to be
(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)
Related: Plus ça Change, Plus C’est La Même Chose.; The Fire is Burning Leading Proxy Advisory Firms ISS and Glass Lewis Recommend OM Group Stockholders
Related: Plus ça Change, Plus C’est La MêMe Chose. The following is a letter by Wynnefield Capital Management to fellow shareholders of OM Group (Ticker:
(Translation: Another Weasel-like Deal Where Public Shareholders are Sold-Out.) The topic for today is the deal announcement on May 31st that the OM Group (Ticker:
