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
Our guest on Episode 2 of Compounders was Tom Gayner, the co-CEO of Markel Corporation. Markel is a Fortune 500, $17.5 billion market cap financial
We have spent a lot of time over many years seeking to employ technology to free up time to focus on “thinking big thoughts” and
Our first guest on the Compounders podcast was Weston Hicks, the CEO of Alleghany Corporation. Alleghany (Ticker: Y) is a Fortune 500, $9.45B market cap
Zymergen–ZY-NYSE – went public in early May 2021 via IPO led by Goldman Sachs and JP Morgan at $30 per share. It dutifully rose to
We are excited to share the first episode of Compounders: The Anatomy of a Multibagger. In this brief episode, Ben Claremon discusses why we decided
