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
So imagine you are on one of those innumerable TV cop shows where apparently if you stick a variety of crime scene photos on a
An extraordinarily cogent narrative of why this is our largest position. He almost had us until the Buffett and Graham part. Worth reading twice end
Early in my career, I would saddle up the horse and carriage, go to the office, call a company of interest and ask for them
In a world that loves data and quantification no matter what the source or the possibility of reaching a bewildering machine learned conclusion that makes
This study should either seem obvious and not worth reading past the summary; or it should seem obvious and therefore Elizabeth Warren is the obvious
Swimming against the prevailing investment tide is often fairly difficult. Humans by their nature feel safer in the crowd and standing out from said crowd
From Charlie Ergen’s Q2 SATS Conference Call: “So it’s an interesting time. I think patience — I hope our patience will be rewarded. It hasn’t
Did Lockdown Work? An Economist’s Cross-Country Comparison by Christian Bjornskov
Observation: If something cannot go forever, it won’t. At current performance rates, there will be five stocks comprising 110% of US market cap. That “seems”
SEC Proposes a Significant Change in Reporting by Institutional Investors It is truly amazing how much time and effort and dollars are spent tracking what
Cove Street has received a number of inquiries from both existing and potential clients regarding any changes we have made to our investment process due
