CSC Strategy Letter | Number 28 | Hooey and the Sausage Making
Download Cove Street Capital’s March 2017 Strategy Letter Number 28, “Hooey and the Sausage Making”
Jeffrey Bronchick, CFA
March 23, 2017
Download Cove Street Capital’s March 2017 Strategy Letter Number 28, “Hooey and the Sausage Making”
To paraphrase Einstein, things should be as simple as possible, but not too simple. From that starting point, good investing at Cove Street Capital begins
by Eugene Robin | Principal, Research Analyst The so-called “Trump Rally” has been fascinating to watch from our vantage point. For one thing, it has
Strings Attached — a 2007 write-up of the vintage-guitar market. ‘Gits in Yer’ 401k — 2006 commentary on vintage guitars as a long-term investment.
John Hussman is an economist who runs some mutual funds. He has been bearish and miserably wrong for a long time, but he is thoughtful
Per the very readable new book by Michael Lewis, “The Undoing Project,” Amos Tversky kept these thoughts on a piece of paper by his desk.
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
