Related: Plus ça Change, Plus C’est La Même Chose.; The Fire is Burning Leading Proxy Advisory Firms ISS and Glass Lewis Recommend OM Group Stockholders
Aside from a mayonnaise issue, one of the largest pet peeves here is the following: focusing one’s time on finding interesting businesses and values first
This is certainly our favorite exchange this quarter in the ongoing dialogue between management and shareholders at Richardson Electronics (RELL). The pertinent facts you need
There is a very real temptation to think someone else is smart based upon the premise that they say things with which you completely agree.
Quotation of the Day: “The problem for these guys is that I fully understand the system and I understand how they make their money. And
We’ve witnessed many weird and fascinating things in these six years of zero interest rates and quantitative easing but nothing that we’ve seen has personified
A nice reminder for all of us…since it can seem easy to forget when one lives in a world seemingly full of unicorns.
“I don’t believe any of us have the pretension of believing that by being very good analysts, or by going through very elaborate computations, we
“I came, I saw, I purchased at a low multiple” …from Graham to Asness it still works. CLICK HERE to read more.
Investing other people’s money for a fee is fiendishly simple—just avoid being terribly wrong. This applies to widely diversified or concentrated portfolios. Read on.
Download Cove Street Capital’s July 2015 Strategy Letter Number 21, “Three Anecdotes Don’t Make a Data”
