Run to the Pun: IlLumenating Value
Lumen is one of the larger holdings within our Small Cap Plus strategy and continues to befuddle us at these valuations. We’ve done an excellent
Cove Street Capital
January 5, 2021
Lumen is one of the larger holdings within our Small Cap Plus strategy and continues to befuddle us at these valuations. We’ve done an excellent
There are a lot of things in life that are contradictory. This is a classic thought piece describing the tenuous connection between “investing today” and
Giant firms have dedicated staff members that produce charts and we are delighted to cherry-pick to make our points. The main takeaway is that after
While this is “old” it ties neatly into our previous post on “So What do you Want as a Board Member” from the Berkshire Hathaway
This is a really bad idea that is wrought with constitutional issues, among other things. And does ANYONE really want to check a box on
You know you have made it as an investment manager when someone is willing to create a sketch of you to attach to an interview!
As part of our continuing series of “buy the heck out of it and tell everyone else in the world”, with the additional caveat of
The New Yorker has become almost unreadable for certain political and woke reasons, but from time to time, there is actually a focus on old
We have always been in the camp of “waves of IPOs are closer to a sign of a market top than a sign of strength
This is a “Letter From the Founders” culled from the S-1 of Lemonade (LMND) – a recent IPO we took a shot at a few
It is popular in some circles to suggest that in a passive world, “no one will care about Small Cap stocks and thus a value
Our lead principal and Portfolio Manager Jeffrey Bronchick, CFA was asked to do an interview with Ross Roggensack of Oak City Consulting. Sartorial choices aside,
