Click here for Ben Claremon’s presentation on Axalta. This report is published for information purposes only. You should not consider the information a recommendation to
This is a relatively new purchase for Cove Street and we are delighted to see something thoughtful and intelligent to assist our cause. “While we
Download Cove Street Capital’s January 2019 Strategy Letter Number 34, “The Old Normal.”
“We make a living by what we get, but we make a life by what we give.” —Winston Churchill Each year, Cove Street gives both
Source – Asian Investment Bank CLSA and the Asian Corporate Governance Association – December 2018
John Malone and Co. from the 2018 Liberty Media Investor Day: Well, we have to take the long view and I’ve always taken the long
At lunch a long time ago, Brian told me, “Here is our plan…buy businesses with 40% gross margins from idiots in private equity who don’t
Click here for our 2018 presentation.
Like the proper evaluation of good red wine, it pays to go back to the proverbial well and regularly review thoughts that have previously made
From the SEC vs. Elon Musk filing: According to Musk, he calculated the $420 price per share based on a 20% premium over that day’s
From The Wall Street Journal: The SEC has broad power to address issues such as listing costs, unreasonable litigation and the expensive, time-consuming reporting requirements
