Amazon 1998
Being gluttons for punishment, this is the entire Bezos collection. At least we haven’t been short. Reprinted from the 1998 Amazon Annual Report Work Hard,
Jeffrey Bronchick, CFA
August 30, 2017
Being gluttons for punishment, this is the entire Bezos collection. At least we haven’t been short. Reprinted from the 1998 Amazon Annual Report Work Hard,
While he is reigning terror on the rest of portfolio, these are thoughts we share from Jeff Bezos. First, never use a one-size-fits-all decision-making process.
— Download this post as a PDF — “Is there not A tongue in every star that talks with man, And wooes him to be
Risk—the extent of loss that a person or an organization can withstand without having to significantly change spending habits. THIS drives a lot more market
Download Cove Street Capital’s June 2017 Strategy Letter Number 29, “Not Going Gently into the Night: Active Management and Electric Guitars”
Interesting things other people are thinking.
by Eugene Robin | Principal, Research Analyst Here at Cove Street, we often wonder: what would it be like to sit on a public company
The Cove Street Capital Women in Finance Program—Summer Edition—welcomes Beatrice Woodruff to the team. After an intensive CFA week of training, and to paraphrase Vince
By Jeffrey Bronchick, CFA | Principal, Portfolio Manager Colfax Corporation (Ticker: CFX) is a diversified industrial company whose present day life is cursed by the
From the Grants Interest Rate Observer: P.P.S. To root out speculative excess, a periodic mission of the Beijing financial police, is easier said than done
(Except for the 25 year holding period part.)
This was once our largest holding before it grew up on us. — This report is published for information purposes only. You should not consider
