I recently appeared on the Capital Employed podcast. While I do enjoy longer interviews where I can dive deep into Cove Street’s investment process and portfolio, there is definitely something to be said for being concise and to the point. In this 20-minute discussion, we talked about Cove Street’s process, as well as the kind of companies we typically invest in, and then we closed with a brief overview of our contrarian perceptions of Viasat (Ticker: VSAT) and Lumen Technologies (Ticker: LUMN).

It was a quick, easily digestible chat that serves as an informative distraction while you are washing dishes or exercising on the Peloton.

Enjoy!

-Ben Claremon