The Death of Value Investing…and Mean Reversion
I certainly have no interest in trying to call the top of any market cycle. No one has the ability to do that consistently. And
Jeffrey Bronchick, CFA
July 29, 2019
I certainly have no interest in trying to call the top of any market cycle. No one has the ability to do that consistently. And
“The paper is organized around a number of facts and fictions about the size effect that warrant clarification. The facts we present include: that the
Continuing on the corporate governance theme, we are posting this oldie but goodie. A couple of years ago, I was interviewed by The Manual of
Download Cove Street Capital’s July 2019 Strategy Letter Number 36 “Big House, Small Doors?”
– Second Read: Writers Look Back at Classic Works of Reportage by James Marcus – In Our Mad and Furious City by Guy Gunaratne –
If we told you a very high ranking finance minister wrote and went public with this, could you guess the country? “In this administration, decisions
While the S&P 500 reaches new highs, I’ve taken the opportunity to reread Margin of Safety by Seth Klarman. While rereading, I rediscovered the story
The vast majority of the Cove Street investment team’s day is spent reading, creating and perusing models, and finding and talking to relevant third party
Following on some recurrent themes, this is how we think about the world and the money entrusted to us. Said another way, “Wall Street” exists
Constellation Software’s Shareholder Letter.
ESG investing is all the rage today. For any of you not familiar with ESG, it has become synonymous for socially responsible and sustainable investing.
