Thoughts

Exclusive commentary and insights from Team CSC's deep fundamental research, repeatable investment process, and culture of continuous improvement.

Thoughts

SBC…..Earnings Disinformation

We have written numerous times about the degradation of what constitutes “earnings.” We are talking decades. But excluding compensation issued via stock vs cash is

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Markets, Rationality & Decision Making

This is REALLY Important to Read

…if you are thinking about spending literally trillions of dollars on a new policy imperative. A Recent conference clip from Seifollah Ghasemi, Chairman, President &

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The Business of Investment Management

NOTE TO ALL CEO’s

Sitting in the seat and collecting equity grants is highly discounted “ownership.” “As for the future, Berkshire will always hold a boatload of cash and

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The Business of Investment Management

CoveyChat

Our beloved Logo springs to life like an Ivy League Pinocchio. The following is an in-depth interview conducted during lunch hours at CSC Global Headquarters.

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