(Translation: Another Weasel-like Deal Where Public Shareholders are Sold-Out.) The topic for today is the deal announcement on May 31st that the OM Group (Ticker:
by Ben Claremon | Research Analyst As of the huge currency moves the world has witnessed over the last year or so, the topic of
All the Light We Cannot See — Anthony Doerr Churchill — Paul Johnson Hitch-22: A Memoir — Christopher Hitchens How Life Imitates Chess: Making the
I have no idea how this guy has a life when I merely glance at his bio—but that is not our concern. Substitute “money manager”
Download Cove Street Capital’s May 2015 Strategy Letter Number 20, “Don’t Bring a Knife To a Gun Fight”
Managing $163 billion is not easy. What this piece points out is: It’s generally right. “Private” or “Alternatives” are a good idea only when practiced
“Logic and experience indicate that barring investments in a major, integral sector of the global economy would—especially for a large endowment reliant on sophisticated economic
I have been an on-again, off-again subscriber of the Journal of Applied Corporate Finance (and a predecessor) for more than 20 years. It is worth
by Rohan Rangaraj | Research Analyst One of the official Favorite Books in the Cove Street Capital Library is “The Outsiders” by William Thorndike, an
Download a recent speech by noted Soros “sidekick” Stanley Druckenmiller
by Eugene Robin | Research Analyst The magnitude of the recent price decline caught many of “us” off guard and caused many (including Cove Street)
