ViaSat Thinking
In thinking through some recent conference comments by CEO, Mark Dankberg, it struck us how “differently” the narrative is for Viasat versus the deafening
Cove Street Capital
March 9, 2021
In thinking through some recent conference comments by CEO, Mark Dankberg, it struck us how “differently” the narrative is for Viasat versus the deafening
The process of “weighing” a stock promoter’s narrative is imprecise because “reality” as reflected via stock prices can be a rapidly moving target, as “things
Thank you Financials Times Alphaville for doing the work that supports what should be an obvious contention: this is ridiculous. Whether you are talking
This exchange is lifted from the recent DISH earnings call. DISH is attempting an “interesting/controversial/expensive/risky?’ build of a software-defined 5G network. They don’t promote, they
This week, another look at what value investing is and isn’t. Nothing really new here if you are a thinking investor, which means there
I recently had the privilege of appearing as a guest on one of the first episodes of the DealMakers Podcast. The conversation was a bit
An idea came to me recently that what value investing truly needs is a re-branding. Companies often re-brand and re-name themselves after some sort
This was one of the better pieces in a world of fawning financial journalism. Thank you Bloomberg for writing about something that doesn’t involve
There is endless yacking on the topic of certain heavily shorted stocks being “targeted” by what is easy to call the “yahoos” of online
This week, Eugene Robin and I had the opportunity to do a live-streamed presentation on Viasat (ticker: VSAT). We took part in GuruFocus’s “Value Investing
From the Every Investor Will Get a Trophy File: Taper Tantrums Ahead? Financial Times January 2021: “The second support to be removed is expected
Read Q1 2021’s CSC Strategy letter here. Read the previous CSC Strategy letter here. DECEMBER 2020–As we have noted previously, one cannot practically ignore the
