(Except for the 25 year holding period part.)
This was once our largest holding before it grew up on us. — This report is published for information purposes only. You should not consider
From the 2016 Liberty Media Annual Report Dear Fellow Shareholders, The past twelve months have seen the continued structural evolution of Liberty Media. Most notably,
At Cove Street we are constantly weighing three key variables: business, value, and people. In the case of Belmond Ltd., we are confident in the
Our man, Dean Pagonis, visited Sun Hydraulics last week under the heading of “How Does This Really Work?” Here is what they told us about
Forestar Announces CEO Transition, Management Promotions and Board Retirements ************************ September 28, 2015 06:45 AM Eastern Daylight Time AUSTIN, Texas–(BUSINESS WIRE)–Forestar Group Inc. (NYSE: FOR)
Related: Plus ça Change, Plus C’est La Même Chose.; The Fire is Burning Leading Proxy Advisory Firms ISS and Glass Lewis Recommend OM Group Stockholders
Related: Plus ça Change, Plus C’est La MêMe Chose. The following is a letter by Wynnefield Capital Management to fellow shareholders of OM Group (Ticker:
(Translation: Another Weasel-like Deal Where Public Shareholders are Sold-Out.) The topic for today is the deal announcement on May 31st that the OM Group (Ticker:
A friend of ours who works for a well-known activist firm summed it up perfectly when he said, “We are living in the era of
The “Entertainment Business” is well known for having a callous disregard for other people’s money. The origins of Live Nation (LYV) and some of the
by Jeffrey Bronchick | Chief Investment Officer Fender tried to go public in 2012. It failed and here is why. In how the world should
I am not sure I am 100% in alignment with “Gold is the Answer” but this ramble is worth reading on a number of fronts
Our premise is simple: we bought Tessera because the stock was cheap and we received nearly free optionality on either the development of a new
by Ben Claremon | Research Analyst Under normal circumstances, the prospect of leaving sunny Southern California to travel to a place where the day-time temperature
A few weeks ago, Cove Street was asked to present a small cap stock idea for the 2013 Small-Cap Investing Summit. Our analyst Ben Claremon
Central Garden and Pet (Ticker: CENTA) has been in and out of the portfolio several times over the last eleven years with results varying from
