Oh Yes, We Will Own This Some Day
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
Jeffrey Bronchick, CFA
February 17, 2016
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.
Download Cove Street Capital’s January 2016 Strategy Letter Number 23, “Waves in an Ocean of Guesses”
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
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
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
CLICK HERE to download our recent letter to the SEC.
Click HERE to download Is Economics Research Replicable? Sixty Published Papers from Thirteen Journals Say “Usually Not.”
