CSC Strategy Letter
CSC Strategy Letter | Number 22 | Paleo Investing
Download Cove Street Capital’s September 2015 Strategy Letter Number 22, “Paleo Investing”
Jeffrey Bronchick, CFA
September 10, 2015
Download Cove Street Capital’s September 2015 Strategy Letter Number 22, “Paleo Investing”
I will ignore the somewhat silly premise of the book which was to analyze the emotional nature of “money managers” and thus glean some clues
Dole C.E.O. and Aide Found Liable for $148 Million in Buyout
Related: Plus ça Change, Plus C’est La Même Chose.; The Fire is Burning Leading Proxy Advisory Firms ISS and Glass Lewis Recommend OM Group Stockholders
Aside from a mayonnaise issue, one of the largest pet peeves here is the following: focusing one’s time on finding interesting businesses and values first
This is certainly our favorite exchange this quarter in the ongoing dialogue between management and shareholders at Richardson Electronics (RELL). The pertinent facts you need
There is a very real temptation to think someone else is smart based upon the premise that they say things with which you completely agree.
Quotation of the Day: “The problem for these guys is that I fully understand the system and I understand how they make their money. And
We’ve witnessed many weird and fascinating things in these six years of zero interest rates and quantitative easing but nothing that we’ve seen has personified
A nice reminder for all of us…since it can seem easy to forget when one lives in a world seemingly full of unicorns.
“I don’t believe any of us have the pretension of believing that by being very good analysts, or by going through very elaborate computations, we