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
When the organizers of the Investor Summit conferences asked me to come up with a panel for their Q3 event, I thought it would be
This was a former holding. We lost a lot of money. Permanently. Among several terrible mistakes – which include the difficulty of properly valuing a
The guest on Episode 5 of the Compounders podcast was Jim Hallett, the former CEO and now Executive Chairman of KAR Auction Services. KAR is
Stablecoins are unregulated demand deposits. Every version of it in 4000 years of history involves a run on the bank. And in the Post War
Cove Street just celebrated its 10th anniversary as a firm and we are celebrating by re-launching our website. We hope you like the new format
Amazon has launched a decarbonization investment fund worth $2bn, financed entirely from its balance sheet. As such, says Matt Peterson of Amazon, investments need not
Our guest on the show this week was Sean O’Connor, the CEO of StoneX, a $1.2 billion dollar market cap financial services company that generated
