Thoughts
Join Jeff Bronchick at Robotti Value Live – Markel 2022
This year’s Robotti Value Live, Markel 2022 is going to be live and in the flesh and Jeff is back on the panel to deliver
Cove Street Capital
May 5, 2022
This year’s Robotti Value Live, Markel 2022 is going to be live and in the flesh and Jeff is back on the panel to deliver
Activist groups are filing climate resolutions across corporate America. Tactically interesting, all six of the largest US investment banks are prominently targeted in a “cut
Take from an article in Bloomberg, April 6th If Stocks Don’t Fall, the Fed Needs to Force Them Tightening financial conditions will be key
Our guests on the show this week were Malcolm Wilson and Mark Manduca, the respective CEO and CIO of GXO Logistics. GXO is a $7
We generally don’t like “voting control” companies and unequal share classes. We are also not fans of publically traded Partnerships as it limits the number
I recognize that there may be a perception among people who avoid Twitter that the platform represents the epitome of everything that is wrong with
Yes, the interviewee should have done this on his laptop instead of the CSC conference room if he had known…better. Young Mr. Parnes is a
1. It is a complete embarrassment that Netflix executives won’t take calls directly from investors and instead play the shield through an analyst game. It
Source: MIDiA Research Forget peak Netflix, this is the attention recession by Mark Mulligan Netflix’s Q1 2022 results caused a stir, with subscriber numbers down
Our guest on the show this week was Casey Hoyt, the CEO of Viemed Healthcare (Ticker: VMD). Viemed is a $196 million market cap company
What do investors really need in regard to climate disclosure? This is a reasonably balanced discussion. Recall – the SEC initial proposal subject to public
This week’s guest is Tom Logan, the CEO of Mirion Technologies (Ticker: MIR). Mirion was founded in 2005 and Tom has been the company’s only
