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
Cleary Gottlieb’s Memo released on July 24th: Shareholder Complaints Seek To Hold Directors Liable For Lack of Diversity
Radical Uncertainty: Decision-Making Beyond the Numbers by Mervyn King and John Kay I am fully aware of my ability to convey enthusiasm about seemingly esoteric
More fun summer reading. What is relevant are recent rumblings – promoted by “gee, not sure” – to allow 401K funds to offer Private Equity
While we prefer to spend most of our time on micro analysis, one cannot avoid being dragged into some of the issues of the day.
