“Desengaño” was noted by one Antonio Garcia Martinez in his most excellent book, Chaos Monkeys: Obscene Fortune and Random Failure in Silicon Valley, as a
We are pleased to announce the 9th and arguably last Women in Finance Intern at Cove Street Capital: Sophie Zeng. I don’t think we can
“To think is easy. To act is hard. But the hardest thing in the world is to act in accordance with your thinking.” From one
From a recent piece in the WSJ by the Townsend Group. Our simple note. The invention of “quantitative easing” essentially meant that the Treasury printed
Commentary on a June 23rd article in the WSJ. Our industry loves to quantify and categorize. It’s not that easy in real life. Our presentation
The Perfect Sound: A Memoir in Stereo Shantaram Paradais The Power Law The Cursed Bunny Eight Days in May: The Final Collapse of the Third
A big debate going on as it relates to public companies—and the U.S. economy as a whole—surrounds how long a period of elevated inflation is
After being a guest on Edwin Dorsey’s Sunday Idea Brunch, I got a fair amount of inbound from people asking about Cove Street’s management assessment process.
The following is an excerpt from Cove Street’s Q1 2022 Small Cap PLUS letter to clients: If there is any stereotype about value investors that
We may have called this one. By Max Abelson (Bloomberg) — HSBC Holdings Plc has suspended executive Stuart Kirk days after he criticized the finance
I started to cherry-pick some paragraphs here, but why? Read for yourself. The man has an opinion. I think the opinion resonates a LOT with
It’s very hard to collect. And…I wonder how long this guy keeps his job?
