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Thoughts

Exclusive commentary and insights from Team CSC's deep fundamental research, repeatable investment process, and culture of continuous improvement.

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Category: Thoughts
All About CSC

Cove Street Capital Calling

Despite having twenty-eight years in the investment management industry and the natural cynicism that comes with experience, I nonetheless retain the ability to be amazed

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Jeffrey Bronchick, CFA August 22, 2012

Summer Reading Continued

“The fault, dear Brutus, is not in our stars, but in ourselves…” The latest in a long line of thought provoking pieces by investment consultant guru

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Jeffrey Bronchick, CFA August 14, 2012

Munger Reprise

I sometimes have a dim realization that I need the same intellectual lessons pounded into me over different time periods in order to avoid the

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Jeffrey Bronchick, CFA August 6, 2012
Specific Stock Ideas

Buy a Used Guitar, Not the Stock

In my analytical career, there is a laundry list of things I have studied for investment purposes, including such topics as life insurance, cement, pet

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Jeffrey Bronchick, CFA July 16, 2012

Summer Reading

Good investing is  a continuous evaluation of business characteristics, valuation and judgement about the people running the show. Valuation is math and perseverance. The changing

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Jeffrey Bronchick, CFA June 28, 2012
The Business of Investment Management

The Active Management Pretend Game

by Eugene Robin | Research Analyst Let us start by saying that this is not an essay on whether or not a large pool of institutional

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Jeffrey Bronchick, CFA April 13, 2012

Portable Nonsense

While this is a wonderfully snarky clip from the Economist, if I were paying “2 and 20,” I am not sure I would think it’s

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Jeffrey Bronchick, CFA February 22, 2012

So We Get Questions

Q — Should we be concerned that you have a small investment team? How can you cover hundreds of stocks? Won’t you miss things? A

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Jeffrey Bronchick, CFA February 15, 2012

Notes From the Front Line: UCLA

This report is published for information purposes only. You should not consider the information a recommendation to buy or sell any particular security, and this

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Jeffrey Bronchick, CFA February 14, 2012

In Support the of Home Team

by Ben Claremon | Research Analyst It was less than two years ago that I was sitting with some of my UCLA Anderson classmates, desperately

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Jeffrey Bronchick, CFA February 3, 2012

A Plea for Higher Interest Rates

What’s great about Jim Grant writing for the unwashed minority (those who toil in official positions in Washington) is that you can re-link and comment without

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Jeffrey Bronchick, CFA January 23, 2012

Trying This at Home

We reprint with permission a recent email from a sell-side colleague who we hold in high regard, despite his familiarity with the institutional investment consulting

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Jeffrey Bronchick, CFA December 20, 2011
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