From the Quanex Building Products Presentation on June 9th, 2016 Question (Unknown analyst): So for a number of the manufacturers, particularly in the window side,
At Cove Street we are constantly weighing three key variables: business, value, and people. In the case of Belmond Ltd., we are confident in the
The following is a pretty accurate assessment of what is going in the US economy – we think. “—MSC Industrial Direct Q3 Earnings Call —
This Is Painful But Try THIS Pain on for Size – 14 Years in a Row of Net Outflows Which Leaves 15,000 to Go Under
Download Cove Street Capital’s July 2016 Strategy Letter Number 25, “T.I.N.A. Will Be a Cruel Mistress”
This was a letter recently released by U.S. Senator Elizabeth Warren (D-MA) and U.S. Representative John Conyers (D-MI) and was signed by 116 Members of
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
