Politics aside, we are regularly asked by large institutional clients, “How is Climate Change affecting the way you invest?” Our short and practical answer is
In regard to Tesla… Having defended our more cautious stance for over a year, we find ourselves torn in upgrading as it is clear substantial
by Ben Claremon | Research Analyst As long-term-focused investors, we have a certain disdain for the quarterly earnings rigmarole and the associated maniacal focus on
Download Cove Street Capital’s July 2014 Strategy Letter Number 17, “Hockey is Nothing Like Investing”
Our takeaway on Janet Yellen’s speech is three-fold: We paraphrase: “Wise regulation, which is mostly now in place globally, will ensure that future financial crises
The “Entertainment Business” is well known for having a callous disregard for other people’s money. The origins of Live Nation (LYV) and some of the
by Jeffrey Bronchick | Chief Investment Officer Fender tried to go public in 2012. It failed and here is why. In how the world should
Read this article from the New York Times and replace many of the nouns with “investor,” “stock,” and “investment industry.” Long before social media, Wall Street
RECENTLY ADDED: Conservative Investors Sleep Well – Philip A. Fisher Good Strategy Bad Strategy: The Difference and Why It Matters – Richard Rumelt Organizational Intelligence:
by Jeffrey Bronchick and Ben Claremon We have been thinking about this issue for a few weeks, tempering our urge to dash out some heated
There is more to life than increasing its speed. –Mahatma Gandhi by Matthew Weber | Director of Trading + Operations Even though we are “investors,”
Alleghany Corp’s 14A — This report is published for information purposes only. You should not consider the information a recommendation to buy or sell any
