Nothing New, But Well Said Nonetheless
If you have traipsed through a CFA program, you probably remember Mr. Damodaran, who co-wrote any number of books on valuation. And if I didn’t
Jeffrey Bronchick, CFA
March 4, 2019
If you have traipsed through a CFA program, you probably remember Mr. Damodaran, who co-wrote any number of books on valuation. And if I didn’t
From an Interview with Chad Myhre, Portfolio Manager, Public School & Education Employee Retirement Systems of Missouri: CIO: What’s the most challenging? Myhre: One of
New CEO Larry Culp on the Q4 GE earnings call: Number one is managing first and foremost for operational performance. Preparing for the earnings call,
So you might have noticed a few articles around the web in regard to AI/data mining/quantitative finance/etc. While we remain irrevocably wedded to the premise
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
