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
I recognize that there may be a perception among people who avoid Twitter that the platform represents the epitome of everything that is wrong with
Yes, the interviewee should have done this on his laptop instead of the CSC conference room if he had known…better. Young Mr. Parnes is a
1. It is a complete embarrassment that Netflix executives won’t take calls directly from investors and instead play the shield through an analyst game. It
Source: MIDiA Research Forget peak Netflix, this is the attention recession by Mark Mulligan Netflix’s Q1 2022 results caused a stir, with subscriber numbers down
Our guest on the show this week was Casey Hoyt, the CEO of Viemed Healthcare (Ticker: VMD). Viemed is a $196 million market cap company
What do investors really need in regard to climate disclosure? This is a reasonably balanced discussion. Recall – the SEC initial proposal subject to public
This week’s guest is Tom Logan, the CEO of Mirion Technologies (Ticker: MIR). Mirion was founded in 2005 and Tom has been the company’s only
April 2022 – As we have noted in this space in the past, there is a lot of the world that cannot be captured by
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
