Our guest on the show this week was Steve Daly, the CEO of Instructure Holdings (ticker: INST), a $3.3 billion market cap educational software company.
In the article below, “The Size Factor,” the authors come to the logical conclusion, “small caps are trading at the steepest discount to large caps
Our guests on the show this week were Scott King and Jeff Gorman, the CEO and Executive Chairman, respectively, of The Gorman-Rupp Company, a $700
What do a salt miner, a movie/TV studio and a satellite provider of broadband have in common? For Compass (salt miner), Lionsgate (movie/TV studio) and
It’s a beautiful thing to be able to tie in anything guitar related with a relevant eye on the investment world, particularly when writing
An interesting and long piece that falls under the rubric of “research is what you are doing when you don’t know what you are doing.”
Murray is one of the great thinkers of our generation of investors in this writer’s rarely humble opinion. He also has a set of interesting
“I am resigning from my position as CEO where I buried the company in Bitcoin to spend more time burying the company in Bitcoin.” MicroStrategy
Because the artificial suppression of interest rates worked so well to blow up asset prices, some of which are now in the severe hangover phase,
BLOTS ON A FIELD? A neuroscience image sleuth finds signs of fabrication in scores of Alzheimer’s articles, threatening a reigning theory of the disease 21
“Desengaño” was noted by one Antonio Garcia Martinez in his most excellent book, Chaos Monkeys: Obscene Fortune and Random Failure in Silicon Valley, as a
We are pleased to announce the 9th and arguably last Women in Finance Intern at Cove Street Capital: Sophie Zeng. I don’t think we can
“To think is easy. To act is hard. But the hardest thing in the world is to act in accordance with your thinking.” From one
From a recent piece in the WSJ by the Townsend Group. Our simple note. The invention of “quantitative easing” essentially meant that the Treasury printed
Commentary on a June 23rd article in the WSJ. Our industry loves to quantify and categorize. It’s not that easy in real life. Our presentation
The Perfect Sound: A Memoir in Stereo Shantaram Paradais The Power Law The Cursed Bunny Eight Days in May: The Final Collapse of the Third
A big debate going on as it relates to public companies—and the U.S. economy as a whole—surrounds how long a period of elevated inflation is
After being a guest on Edwin Dorsey’s Sunday Idea Brunch, I got a fair amount of inbound from people asking about Cove Street’s management assessment process.
The following is an excerpt from Cove Street’s Q1 2022 Small Cap PLUS letter to clients: If there is any stereotype about value investors that
We may have called this one. By Max Abelson (Bloomberg) — HSBC Holdings Plc has suspended executive Stuart Kirk days after he criticized the finance
I started to cherry-pick some paragraphs here, but why? Read for yourself. The man has an opinion. I think the opinion resonates a LOT with
It’s very hard to collect. And…I wonder how long this guy keeps his job?
Complements of Byrne Hobart at the Diff, who thinks and writes well on many things, but Tech in particular as that is a world in
Our guest on the show this week was Chris Mayer, the Portfolio Manager of the Woodlock House Family Capital fund and the co-founder of the
This year’s Robotti Value Live, Markel 2022 is going to be live and in the flesh and Jeff is back on the panel to deliver
Activist groups are filing climate resolutions across corporate America. Tactically interesting, all six of the largest US investment banks are prominently targeted in a “cut
Take from an article in Bloomberg, April 6th If Stocks Don’t Fall, the Fed Needs to Force Them Tightening financial conditions will be key
Our guests on the show this week were Malcolm Wilson and Mark Manduca, the respective CEO and CIO of GXO Logistics. GXO is a $7
We generally don’t like “voting control” companies and unequal share classes. We are also not fans of publically traded Partnerships as it limits the number
