When Sean Ryan, who runs the Predicting Alpha podcast, reached out to me about being on his show, I wasn’t sure what value I could
Our guest on Episode 10 of Compounders was Jorge Gonzalez, the CEO of The St. Joe Company (NYSE: JOE). St. Joe is a $2.56 billion
If you have followed Cove Street’s podcasts interviews over the last year, Lumen Technologies (Ticker: LUMN) is a company that we have discussed a number
Our guest on Episode 9 of Compounders was Mark Dankberg, the co-founder and Executive Chairman of Viasat. Viasat is a $3.97 billion market cap company
Yes, the good Professor is often widely off the mark as anyone would be when your canvas becomes “the world” vs business models and marketing
Our guest on Episode 8 of Compounders was Alan McKim, the Founder, Chairman, and CEO of Clean Harbors. Clean Harbors is a $5.3 billion market
“First shalt thou take out the Holy Pin. Then shalt thou count to ten, no more, no less. Ten shall be the number thou shalt
Our guest on Episode 7 was Jeff Rosica, the CEO of Avid Technology, a $1.2 billion market cap company that sells software and hardware for
If making “sustainable” shoes is unprofitable but feeds a mission, then Barefoot has to be better and has a materially lower cost supply chain. I
For the first time in the history of the 10-K Club of Southern California, one of our meetings was recorded and shared with the investment
A growing pie, established and leading technology, and a defense business that is worth more than the price of the stock. Rinse, repeat. (Yes we
Our guest on Episode 6 was Mauricio Ramos, the CEO of Millicom. Millicom is a $3.75 billion market cap mobile and broadband company that primarily
