More Notes from the CSC Underground
by Ben Claremon, Principal and Research Analyst Before you start rolling your eyes, this is not what you might think it is. Sorry, you aren’t
Jeffrey Bronchick, CFA
December 13, 2016
by Ben Claremon, Principal and Research Analyst Before you start rolling your eyes, this is not what you might think it is. Sorry, you aren’t
Download the presentation slides. — This report is published for information purposes only. You should not consider the information a recommendation to buy or sell
Download a detailed analysis of how a government agency can go completely off the rails of rationality. And it’s probably worse than we think.
Download Cove Street Capital’s November 2016 Strategy Letter Number 27, “Some Things Really Do Change”
by Dean Pagonis | CSC Research Analyst As the newest member of the Cove Street research team, I have generally been shielded from most ongoing
While we simply HATE to do things that seem to contribute 90% to the din of noise that surrounds investing, this was put in our
From a New York Times interview with Davis Swenson, head of Yale endowment: Mr. Swensen likes teaming up to invest with his former analysts. For
From Fortune: Senators Call the Wrong Time Warner CEO to Testify about the AT&T Merger You may have heard about the controversial $85.4 billion merger
This is simply a devastatingly effective argument that has never been read in Washington DC and is what we fear in the middle of the night.
Check out this video on YouTube: Garrett Rips Secretary Lew For Not Playing by the Same Rules as the Rest of Us
Download Cove Street Capital’s September 2016 Strategy Letter Number 26, “Dow 36,000…and the Grumbling Hive”
