Please insert the phrases “money manager,” “hedge fund,” “large pension plan,” and “underperformance” at will throughout this piece. The Nonsense Math Effect Mathematics is a
Warren Buffett: Former Executive Offices – 97 Cove St, New Bedford MA 02744
Download Cove Street Capital’s November 2012 Strategy Letter Number 9, “Idiosyncratic Risk…and the Other Kind”
While we prefer not to opine in a macro-economic sense on most occasions, this piece sourced from Grant’s, nicely sums up thoughts expressed in a
Funny things often happen on the way to the bank. It is also fair to say that sometimes you never reach the bank, or you
We have embarked on a longer-term project to digitize about 6 yards and 28 years of collected investment “literature.” Because this is the age of
Psychology of Intelligence Analysis
Uncorking the Muse: Alcohol Intoxication Facilitates Creative Problem Solving
Please read this and try not to weep. Let me see if I understand this correctly. The President of the United States gathers together a
As someone who does not watch CNBC unless I’m away from the office and utterly trapped in a small hotel room that only offers 5
Download Cove Street Capital’s September 2012 Strategy Letter Number 8, “You Didn’t Build This Rally”
Despite having twenty-eight years in the investment management industry and the natural cynicism that comes with experience, I nonetheless retain the ability to be amazed
