It’s nice to know we’re not alone…although it feels that way sometimes. Source: AYI Q1 2020 10-Q Looks like there were some other shareholders who
Negative Interest Rates and Assorted Fixed Income Weirdness One Claudio Borio, head of the monetary and economic department at the BIS, recently remarked of $14.8
Download Cove Street Capital’s January 2020 Strategy Letter Number 38: “Repetition Can Be a Form of Change.”
While I will cop to a mildly obnoxious habit of introducing references that almost always require an internet search, I also will start this year
Every December our firm is excited to spend time and money toward a charitable cause that is chosen by a different CSC team member each
‘The Second’ Is Best: How El Segundo Grew Into LA’s Premiere Office Market: Commercial Observer
We really wanted to like what we read in the recently-released proxy statement for Acuity Brands (AYI). In response to an awful say-on-pay result from
Female CEOs are not correlated any differently with success than their gender counterparts. CFOs However? Interesting. S&P Global Quantamental Research
Thank you FT for this little reference. Pulling from the recent Softbank investor presentation, we present two of their charts referencing some “problems” at WeWork.
JD Wetherspoon founder Tim Martin has launched an attack on two of his pub chain’s biggest shareholders, accusing them of hypocrisy on corporate governance. Mr
It could be worse. This was parsed from a recent piece written by the great defender of the American capitalist system, Carl Icahn. On Aug.
In a prolonged anti-value momentum-driven rally, it’s easy and natural to forget the long-term value proposition of a rebalancing discipline. The evidence and intuition underlying
