The Difference Between Lying and Forecasting
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
Cove Street Capital
February 2, 2021
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
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
