“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)
From time to time I have embarrassing moments, like admitting I have read L.J. Rittenhouse’s book, “Investing Between the Lines: How to Make Smarter Decisions
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”
