Thoughts

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

Economics at Large

The Inevitable

“Poorly comprised regulation is often just a gift to overcapitalized and over-lawyered people with a large PR budget.” And this isn’t even “real” regulation, which

Read More »
Economics at Large

Adulting Time

Take a gander at the takeaways from this “thought piece.” One can make fun of the history of UN fecklessness, but this line of thinking

Read More »
Markets, Rationality & Decision Making

Well This Should Make My Job Easier

I am only half kidding with the title above. This article adds some historical perspective to the Small vs. Large debate. Throw in the Value

Read More »
Specific Stock Ideas

Scott’s Miracle Covenants

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

Read More »
Economics at Large

Inflation is Old Too

Jim Bianco is an interesting guy who shouldn’t be on TV as much as he is. This is an interesting and comprehensive piece that suggests

Read More »

Important Notice

You are now leaving Cove Street Capital’s website and entering Cove Street’s Mutual Fund website.