Thoughts

Exclusive commentary and insights from Team CSC's deep fundamental research, repeatable investment process, and culture of continuous improvement.

Pretty Shareholders

As we clean out files and thoughts at year-end, this was a doozy that I think is an interesting view of “shareholder relations” and how

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The Most Important Thing

This remains one of my favorite pieces of self-analysis on not only “how to invest” but how to practically invest and conduct one’s self in

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The Right Way to Think About It

Warren Buffett: Annual Letter Comments Regarding the Selection of Corporate Directors Berkshire Hathaway 2003 Annual Report: Pages 9-10 (bold added): True independence – meaning the

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The Dismal Science

Click HERE to download Is Economics Research Replicable? Sixty Published Papers from Thirteen Journals Say “Usually Not.”

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Grinnell College

There is a lot of money in the world and there are often fascinating stories behind it. This is a great story and what also

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A New Beginning

Forestar Announces CEO Transition, Management Promotions and Board Retirements  ************************  September 28, 2015 06:45 AM Eastern Daylight Time AUSTIN, Texas–(BUSINESS WIRE)–Forestar Group Inc. (NYSE: FOR)

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Right On…181 Years Later

William Leggett, a Jacksonian Democrat and abolitionist, writing in the New York Evening Post, Nov. 21, 1834: “Whenever a Government assumes the power of discriminating

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