Specific Stock Ideas — Cove Street Capital

Objects and Observers: GP Strategies and $20.85

One of our larger holdings agreed to sell itself last week at what we would consider a fair price. This has been a long and

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July 21, 2021 10:00 am

Another day, another podcast on Viasat

In case people were not 100% sure about what we think of Viasat (Ticker: VSAT) as a potential investment, Eugene and I had another opportunity

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July 20, 2021 10:00 am

There is Everything Wrong With Exxon – Just Nothing That Will be Fixed By Letting The Clamoring Horde Onto The Board

There are lots of things that OWNERS should hate about Exxon, all of which are related to their last decade of capital allocation in their

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June 3, 2021 10:00 am

Ben Claremon is a Fan of Salt Mining (and Compass Minerals)

I was recently asked to share a small cap investment idea with the attendees of the Q2 Virtual Summit hosted by the Investor Summit Group.

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May 25, 2021 10:00 am

Eugene and Andrew Discuss Viemed (VMD) on the Yet Another Value Podcast

Eugene and Andrew discuss one of the more interesting businesses we are invested in at Cove Street. Viemed (NASDAQ:VMD) provides non-invasive ventilators (NIVs) to patients

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April 22, 2021 10:00 am

Star Trek and Value

As we all know from Star Trek, there are many parallel universes out there. While their existence cannot be proven logically—at least up to

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April 21, 2021 10:00 am

Eugene and Ben officially Named to Viasat (VSAT) Investor Relations Team*

*Eugene and Ben have not been appointed to VSAT’s Investor Relations Team. This is meant in a humorous manner due to the number of

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March 30, 2021 10:00 am

The Dog That Didn’t Bark

The 2020 Berkshire Hathaway report as far as the “Letter to Shareholders” was short, boring, and not very funny. One plausible answer is that the

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March 10, 2021 10:00 am

The Killing Fields: Where Aspirations and Reality Meet in Financial Markets

The process of “weighing” a stock promoter’s narrative is imprecise because “reality” as reflected via stock prices can be a rapidly moving target, as “things

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March 8, 2021 10:00 am

The Value of an Excellent Perception of the Obvious….or Not…of Sellside Analysis by Charlie Ergen

This exchange is lifted from the recent DISH earnings call. DISH is attempting an “interesting/controversial/expensive/risky?’ build of a software-defined 5G network. They don’t promote, they

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March 2, 2021 10:00 am

Ben and Eugene’s Adventures In LIVESTREAMING

This week, Eugene Robin and I had the opportunity to do a live-streamed presentation on Viasat (ticker: VSAT). We took part in GuruFocus’s “Value Investing

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January 28, 2021 10:00 am