Cove Street Capital requires a modern browser to look and function properly. Internet Explorer stopped receiving updates in January 2020. Using it may cause display issues on our website, and put your own online security at risk. We highly recommend switching to a secure modern web browser such as Chrome, Edge, Firefox, or Safari.

Thoughts

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

Category: Thoughts

Specific Stock Ideas

Who Knew He Still Had Ties?

From time to time, our collective experience in idea and liquidity sourcing, business analysis, valuation, corporate finance, corporate governance, compensation schemes, and investor relations finds

Read More »
Markets, Rationality & Decision Making

This is the Market for
I TOLD YOU SO

Insurance is something we think we know something about, which entitles us to call out from time to time people who know absolutely nothing about

Read More »
Markets, Rationality & Decision Making

The World’s Greatest Job..Continued.

Team Van Hoisington has essentially walked into their office every day since 1982 and said, “Buy More 30 Year Treasuries.” That has arguably been the

Read More »
Philosophical Musings

Ask The Apes and the Harvard MBA’s

This is an old-school article about an old-school topic. The theme is fairly simple – can youthful enthusiasm for money and fame raise flags for

Read More »
Specific Stock Ideas

The Humble, Arrogant Investor

In case we haven’t said it enough in the past, we own 20-something stocks in our Small Cap PLUS portfolio and as the name would

Read More »
Markets, Rationality & Decision Making

Well I am Glad we Have Settled That!

Wow. I was very worried about how we would move forward in 2022, but now that we have the materiality of this risk factor carefully

Read More »

Important Notice

You are now leaving Cove Street Capital’s website and entering Cove Street’s Mutual Fund website.