Thoughts

Exclusive Commentary and Insights from CSC

All About CSC

The Soft Stuff

Every December, the Cove Street Capital team spends both time and money on behalf of a charity. This year we spent an afternoon at the

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Markets, Rationality & Decision Making

The Efficient Market Paradox

by Eugene Robin  |  Research Analyst I’d like to share with you a great book on the basic mathematics of the stock market written by John

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The Annual Pilgrimage to Omaha

by Ben Claremon | Research Analyst BERKSHIRE This past weekend’s trek to Omaha for the Berkshire Hathaway annual meeting represented the fifth consecutive time I

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Tessera: Our Vote is In

Our premise is simple: we bought Tessera because the stock was cheap and we received nearly free optionality on either the development of a new

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