CSC Strategy Letter | Number 32 | As Good As It Gets? The Meme.
Download Cove Street Capital’s May 2018 Strategy Letter Number 32, “As Good As It Gets? The Meme.”
Jeffrey Bronchick, CFA
May 15, 2018
Download Cove Street Capital’s May 2018 Strategy Letter Number 32, “As Good As It Gets? The Meme.”
From AQR Capital Management’s Journal of Portfolio Management
Can’t See For Miles The perils of technology forecasting, particularly regarding energy – Mark P. Mills Railroads, the automobile and aircraft, chemistry and pharmaceuticals, electricity,
From the “Adjusted Earnings” disease to privately funding and valuing Unicorns, to the (“alleged”) Theranos fraud, to zero covenant lending, to the spectacle of Elon
From the Sequoia Mutual Fund Shareholders meeting Q&A: Q. How do you think about securing an informational advantage with a company as large and well-
From JP Morgan’s CEO Jamie Dimon’s Letter to Shareholders 2018:: There are some modest negatives or potentially important differences (than during the last crisis): •
A friend of mine, Richard Lewis, runs a very interesting blog called Latticework Investing. Richard is a huge Charlie Munger fan and provides a great
Consolidated Tomoka Investor Presentation – 2018 Annual Meeting
BNY Mellon Annual Report: Our Financial and Business Performance Our company continued to produce reasonable financial performance in 2017. On a reported basis, our revenues
The SEC litigation against Elizabeth Holmes and Theranos.
From The Financial Times: Recently the financier Bill Miller donated $75m to the study of philosophy at Johns Hopkins University. The size of the gift
Plenty has been said to date about the general psychosis gripping the general public and equity markets as it concerns “cryptocurrencies.” We have noted these
