The following is an excerpt from Cove Street’s Small Cap PLUS Q1 2021 letter. It represents a totally fictional, certainly not autobiographical, account of what
Eugene and Andrew discuss one of the more interesting businesses we are invested in at Cove Street. Viemed (NASDAQ:VMD) provides non-invasive ventilators (NIVs) to patients
As we all know from Star Trek, there are many parallel universes out there. While their existence cannot be proven logically—at least up to
No, this is not a spinoff of Tim Ferriss’s The 4-Hour Workweek. There are in fact no shortcuts to great investing. Having said that, it is very
I recently appeared on the Capital Employed podcast. While I do enjoy longer interviews where I can dive deep into Cove Street’s investment process and
I am 5 years into a successful marriage, so I am slowly becoming an expert in the field. And like many things my grandmother told
This is interesting and worth reading. There is a LOT of nuance behind Green Headlines. Go to Terrapass.com and see how green a bankrupt Canadian
Read last quarter’s Strategy Letter here. April 2021—Well, let’s just say things are different in 2021. From an investing standpoint—and from our standpoint—it’s obviously a
This was culled from the first quarterly conference call for Canoo, which needless to say is a SPAC merger that as far as I can
Let’s just say the graveyard is full of those who think they are “bigger” than the market and “markets” exist to be bent to
This relates to a lot of things in the world outside of Wobegon.
This past week I had the distinct privilege of presenting to Titan Capital Management undergraduate students at Cal State Fullerton. Kelly Ko, who is a
