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
Our guest on Episode 2 was Peter Holt, the CEO of The Joint Corp. The Joint is a $950 million market cap company that operates
Gavin Baker of Atreides Management in the Q3 Graham and Doddsville newsletter out of Columbia Business School. Also known as “Thoughts that plague you at
Season 2 of Compounders kicks off with a discussion with Ben Gliklich, the CEO of Element Solutions (Ticker: ESI), a $5.95 billion market cap specialty
Well, we think this is important. Not just as a card-carrying member of planet earth, but as an investor. The amount of contradictory “flow” in
Broadcast television is not a very sexy industry at the moment. Cable subscribers are cutting the cord, people are spending less time watching traditional TV
I have been following Richard Sosa on Twitter for a while. If you want hot food takes and amusing market commentary, I highly recommend that
We are all constrained by our 24 hour bio-rhythm to some degree. We all have cellphones. We all face unwanted downtime – like waiting at
“Financial accounting rules are created by the apolitical FASB to provide information useful to investors. In contrast, tax accounting rules are largely determined by Congress
When your largest position, Viasat Inc. (Ticker: VSAT), enters into a transformational merger involving regulatory complexity, interesting technology, enough equity issuance to require a shareholder
(The following is an excerpt from the Q3 Small Cap PLUS letter to investors) We view our portfolio as a collection of idiosyncratic, measured bets
Mr. Bassman is an interesting guy with an interesting pedigree. The topic of interest that is shared is the investment implications of changes in Federal
For the final episode of Season 1 of Compounders, Episode 14, we thought it would be valuable to put together our favorite vignettes from the
“We have a generation of central bankers who are defining themselves by their wokeness,” said Mr. Summers, now a professor at Harvard University. “They’re defining
If you peruse this quarter’s 13-F filing from Cove Street, you will see Lionsgate (Ticker: LGF.B) show up as a new holding. On that note,
Our guest on Episode 13 of Compounders was Jeff Bailly, the Chairman and CEO of UFP Technologies (Ticker: UFPT). UFP is a $475 million market
Or so says yet another proposed scheme from our elected officials. This one involves a truly AWFUL scheme—in theory, and in any possible practical application
BlueKnight Energy Partners, LP is a “limited” holding at CoveStreet in that the Limited Partnership Structure limits its inclusion in non-taxable accounts. But it’s a
Our guest on Episode 12 of Compounders was Adam Symson, the CEO of E.W. Scripps*. Scripps is a $1.48 billion market cap company that owns
If it is not clear already, I really enjoy the podcast interview format. That includes being the one asking the questions and being the person
Our guest on Episode 11 of Compounders was Brian Recatto. Brian is the CEO of Heritage-Crystal Clean* (Ticker: HCCI), a $700 million market cap company
