Thoughts

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

Markets, Rationality & Decision Making

The Efficient Market Paradox

by Eugene Robin  |  Research Analyst I’d like to share with you a great book on the basic mathematics of the stock market written by John

Read More »

The Annual Pilgrimage to Omaha

by Ben Claremon | Research Analyst BERKSHIRE This past weekend’s trek to Omaha for the Berkshire Hathaway annual meeting represented the fifth consecutive time I

Read More »

Tessera: Our Vote is In

Our premise is simple: we bought Tessera because the stock was cheap and we received nearly free optionality on either the development of a new

Read More »

Hello Ruby Tuesday

A few weeks ago, Cove Street was asked to present a small cap stock idea for the 2013 Small-Cap Investing Summit. Our analyst Ben Claremon

Read More »

The Worst Piece of Corporate BS

The proposed management buyout of Dell is an abomination of corporate governance and decency on an extraordinarily large scale. While we have been too busy

Read More »

Important Notice

You are now leaving Cove Street Capital’s website and entering Cove Street’s Mutual Fund website.