Expectations and Small Cap
A long, long, long time ago, I was the first client of the Applied Finance Group, which was founded by a young Rafe Resendes who
Jeffrey Bronchick, CFA
August 29, 2018
A long, long, long time ago, I was the first client of the Applied Finance Group, which was founded by a young Rafe Resendes who
Value Investors are Running out of Dumb Humans In a recent Financial Times piece, Aswath Damodaran, a finance professor at the NYU Stern School, has
Download Cove Street Capital’s August 2018 Strategy Letter Number 33, “More Time to Be Mindful?”
In a world that swims with absolutely awful and irrational economic ideas, this piece somehow manages to sink below the daily discourse and establishes a
Sirius XM CFO David Frear discussing the rumor that Sirius will buy out Live Nation: We kind of get the need for people to sort
Charlie Munger on the Psychology of Human Misjudgment: Harvard University, 1995
From The Journal of Investing: What Happens to Stocks when Interest Rates Rise?
Cosmetic Improvement? The latest survey of US Consumers by Bespoke Investment revealed something both depressing and very interesting. The survey, in its fourth year, regularly
Some interesting clips from the Financial Analysts Journal Q2, 2018 article entitled: Everybody’s Doing It: Short Volatility Strategies and Shadow Financial Insurers. A defining characteristic
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
