CSC Strategy Letter | Number 35 | Cocktail Napkins
Download Cove Street Capital’s April 2019 Strategy Letter Number 35 “Cocktail Napkins.”
Jeffrey Bronchick, CFA
April 24, 2019
Download Cove Street Capital’s April 2019 Strategy Letter Number 35 “Cocktail Napkins.”
After returning from an investor conference and speaking with companies across the economic spectrum, one theme emerged: employees are costing more and are harder to
Sometimes (often actually) in investing, you do know where you’re going, and when you do, you can be efficient. Put in place a plan and
This was lifted from a recent column by John Authers, who now writes for Bloomberg after a long career at the Financial Times. In regard
Worth reading at least the first six pages. A class act that we stupidly sold long ago when it seemed “expensive.” Before tripling again. Whether
We read random academic papers. We are innately wary of any sentence that starts with “Our model says. ” We prefer literature without quadratic formulas.
Written by Dean Pagonis Mistakes are a key part of life. People who develop wisdom make a large number of mistakes, but they mitigate the
Culled from the 2018 Markel Letter to Shareholders. Right Owners The first idea is that of the “Right Owners.” As your management team, we want
“In the modern corporate sphere the desire to make profits, however, has been replaced with the desire to achieve growth at any cost. Often this
Very few things trigger CSC as a collective as the idea of the ‘adjusted’ quarterly/annual performance metric. While it has become very common and an
The ever-eloquent and ever-right gentleman from Spain. Very much a worthy education. On Boards of Directors: Power, Reality, Incentives and Value Creation – Fernando del
