by Dean Pagonis | Research Analyst We think you might have noticed the dollar has been appreciating versus most currencies. (Have you heard the one
This report remains the single most coherent and consistently negative argument against…a lot of things we do.
Mr. Gideon King’s parting notes on his decision to close down his hedge fund business: “Controlling capital and engaging intellectually is good work if one
From time to time we must look in the investment mirror and conclude that we are stinking and we have no one to blame but
Download Cove Street Capital’s January 2015 Strategy Letter Number 19, “The Great Complacency…Continued”
A friend of ours who works for a well-known activist firm summed it up perfectly when he said, “We are living in the era of
A senior member of our investment team read this transcript and couldn’t help but replace the words “investment management” in lieu of the subject being
Read Part I: “The Worst Piece of Corporate BS,” 02/11/2013 A recent article in the Wall Street Journal penned by Michael Dell is so full of
“The hipster effect: When anticonformists all look the same” by Jonathan Touboul
This is a very nicely done and thoughtful piece about a topic that every serious, long-term shareholder eventually faces, despite best intentions.
Download Cove Street Capital’s September 2014 Strategy Letter Number 18, “Metastability”
Of the myriad of reasons proffered daily as to why we are the verge of stock market doom, a “decline in share repurchase” has come
