Reflections from Omaha: A Case of Cognitive Dissonance
by Ben Claremon | Principal, Research Analyst After taking a year off from partaking in the annual trek to Omaha, I returned to the home
Jeffrey Bronchick, CFA
May 11, 2016
by Ben Claremon | Principal, Research Analyst After taking a year off from partaking in the annual trek to Omaha, I returned to the home
Download Cove Street Capital’s April 2016 Strategy Letter Number 24, “Living in an Economics-Free Zone”
From a recent interview with Bill Gross, manager of the Janus Global Unconstrained Bond fund: Years of easing by central banks mean that interest rates
From the March 2, 2016 Wall Street Journal: Some traders go short. Others go long. Paul Singer went really, really long. His trade, which is
One of the reasons why Buffett remains important to us is the increasing frequency at which he echoes our own thoughts: I suggest that you
A terrific read.
Our man, Dean Pagonis, visited Sun Hydraulics last week under the heading of “How Does This Really Work?” Here is what they told us about
While parts of this wander from what we do day to day, I think it can be argued that it is difficult to divorce these
We ran across Hodak Value as we were reading a proxy that detailed managers not getting paid a bonus because they didn’t hit a target
Properly speaking, there are only three reasons why someone should allocate capital to a money manager: 1. New funding or capital inflows. 2. An existing
We have habitually re-counseled clients (and ourselves) that financial markets go down as well as up and that is actually a good thing as we
CLICK HERE to download our supporting charts for going forward in 2016.
