ESG’s Russia Test: Trial by Fire or Crash and Burn? by Aswath Damodaran My views on ESG are not a secret. I believe that ESG
One of the joys of being a securities analyst is reading conference calls when a CEO goes AWOL and tells people what he or she
Post the Russian invasion of Ukraine, the global universe of online COVID experts have now turned their attention to the ramifications of an “utterly changed
Seeking Safety Well, this has certainly been an eventful quarter. Russia invaded Ukraine, and although not to downplay the severe humanitarian crisis that has resulted,
In January of 2020, Eugene Robin and I appeared on GuruFocus’s Value Investing Live platform to discuss our position in Viasat (ticker: VSAT). The title
We have had ten years of near straight-line declines in interest rates and suppressed volatility. Products are sold and structures are created on the basis
We own a small concrete company in our micro-cap portfolio. We have more than doubled our money and we think we can double it again.
Cove Street has been following Skechers (ticker: SKX) for many years. For a lot of that time, we were hesitant to invest because of the
Our very own Eugene Robin was published in the Q1 2022 Issue of the MicroCap Review Magazine. In the article Eugene covers the issues facing
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
This week’s guest is Eric Ellenbogen, the CEO and Vice Chairman of WildBrain. WildBrain is a 500 million Canadian dollar market cap entertainment company listed
There are some things that are different in managing assets invested in smaller companies than larger ones. Energy is one such thing. Two years ago,
Our returning guest on the show today was Mark Dankberg, the co-founder and Executive Chairman of Viasat (Ticker: VSAT). Viasat is $3.1 billion dollar market
We would simply note that in the absence of leverage, one does not have to “freak out” when the market goes down. In fact, new
Our guest on episode 9 was Ramesh Srinivasan, the CEO of Agilysys (Ticker: AGYS). Agilysys is a $950 million market cap company that provides software
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
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
If a Cryptocurrency cannot be readily exchanged for cash, what is it? If a Cryptocurrency trades with a beta greater than 1 with the direction
Our guest on Episode 8 was Joey Levin, the CEO of IAC/InterActiveCorp. IAC is an $11.4 billion market cap holding company that has a long
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
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
Our guest on Episode 7 was Jennifer McCarron, the CEO of Thunderbird Entertainment Group. Thunderbird is a 220 million Canadian dollar market cap company listed
Our guest on Episode 6 was Daniel Harari, the Chairman, and CEO of Lectra. Lectra is a 1.5 billion Euro market cap company based in
Read last quarter’s Strategy Letter here. January 2022 — Every year has plenty of lessons when looking backward in December. Our mindset is that if
Our guest on Episode 5 was Stan Bergman, the Chairman and CEO of Henry Schein (Ticker: HSIC), a Fortune 500, $10.8 billion market cap company.
Kicking smart people when they are down has been a great American pastime since the ink dried on the constitution. We pass on that activity.
Our guest on episode 4 was Bruce Young, the CEO of Concrete Pumping Holdings (Ticker: BBCP). The company has a $470 million market cap and
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
Our guest on Episode 3 was Robert Bryant, the CEO of Axalta Coating Systems (Ticker: AXTA). Axalta is a $7 billion market cap company that
Let’s just say it – he is better than ours. Not necessarily more right, and yes, our own Ben Claremon has a better podcast, but
