Category :Specific Stock Ideas

By Andrew Leaf and Austin Farris As Covid forced us to figure out how to do our jobs with an Acer monitor and kitchen table

We have not made a lot of money in the last..4 years?….in Viasat. Maybe a little vig from buying a LOT at 30 and letting

There are lots of spooky things in the world, but what kind of financial institution do you want to own where 6x plus leverage ratios

What do a salt miner, a movie/TV studio and a satellite provider of broadband have in common? For Compass (salt miner), Lionsgate (movie/TV studio) and

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

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

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

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

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

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

(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

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