The following is an excerpt from our Q3 2020 Small Cap Plus letter. If you have ever found yourself struggling to explain why, in the
From Billion Dollar Loser, the new book chronicling the WeWork disaster: As one member of WeWork’s finance team put it: “The nature of private markets
What is the actual float of a company? How many shares are actually tradeable relative to the headline free float share count that major data
As we have noted in this space in the past, “these dudes” have been more than mostly right for a really long time on what
Value Losses Lead $10 Billion Quant Trader AJO Partners to Shut: AJO Partners, a $10 billion quantitative fund manager, will shut by the end of
Musings on Markets: Sounding good or Doing good? A Skeptical Look at ESG.
SEPTEMBER 2020 — It would be correct to say that a number of us have had a little more “alone” time on our hands over
Most of the time when I am espousing the Cove Street gospel in the podcast realm, the audience consists of a bunch of people with
Never in the history of the world have more people had more access to information. And yet… On My Mind: They Blinded Us From Science
One of the more difficult parts of my job is to essentially say the same thing in novel ways in order to keep clients, listeners,
A very long time ago, the author was the first outside columnist for TheStreet.com, which in its early days had a terrific set of people
