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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: Thoughts

Here is an Area Ripe for Change Under Newco

Download a detailed analysis of how a government agency can go completely off the rails of rationality. And it’s probably worse than we think.

Jeffrey Bronchick, CFA November 29, 2016

CSC Strategy Letter | Number 27 | Some Things Really Do Change

Download Cove Street Capital’s November 2016 Strategy Letter Number 27, “Some Things Really Do Change”

Jeffrey Bronchick, CFA November 29, 2016

Mind the GAAP

Jeffrey Bronchick, CFA November 22, 2016

The Right Questions

by Dean Pagonis | CSC Research Analyst As the newest member of the Cove Street research team, I have generally been shielded from most ongoing

Jeffrey Bronchick, CFA November 15, 2016

Our Current Thinking

While we simply HATE to do things that seem to contribute 90% to the din of noise that surrounds investing, this was put in our

Jeffrey Bronchick, CFA November 10, 2016

While Our Five Year Numbers Are Pretty Good…They Won’t Always Be.

From a New York Times interview with Davis Swenson, head of Yale endowment: Mr. Swensen likes teaming up to invest with his former analysts. For

Jeffrey Bronchick, CFA November 9, 2016

No Matter How Bad You Think it is in Washington…It’s Worse Than You Think

From Fortune: Senators Call the Wrong Time Warner CEO to Testify about the AT&T Merger You may have heard about the controversial $85.4 billion merger

Jeffrey Bronchick, CFA November 3, 2016

Larry Summers: Eat This!

This is simply a devastatingly effective argument that has never been read in Washington DC and is what we fear in the middle of the night.

Jeffrey Bronchick, CFA October 11, 2016

Nothing Further, Sir

Check out this video on YouTube: Garrett Rips Secretary Lew For Not Playing by the Same Rules as the Rest of Us

Jeffrey Bronchick, CFA September 27, 2016

CSC Strategy Letter | Number 26 | Dow 36,000…and the Grumbling Hive

Download Cove Street Capital’s September 2016 Strategy Letter Number 26, “Dow 36,000…and the Grumbling Hive”

Jeffrey Bronchick, CFA September 20, 2016

Headline Versus Reality

Now, one would think that statements like “More small caps reducing shares, paying dividends” would seem to the investor at large to be a good

Jeffrey Bronchick, CFA September 7, 2016

Another Demerit for Corporate Governance and A-B Share Classes (Formerly “Why Doesn’t the CSC PM Learn His Lesson?”)

Press Release Cove Street Capital, LLC and Other Shareholders Resoundingly Rebuke Westell Technologies, Inc. Board of Directors and Strategic Direction EL SEGUNDO, CA, September 22,

Jeffrey Bronchick, CFA August 11, 2016

Is This Commentary on the State of Affairs in Los Angeles, or the Investment Business at Large?

Jeffrey Bronchick, CFA August 10, 2016

Wash, Rinse, Repeat

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,