Thoughts

Exclusive commentary and insights from Team CSC's deep fundamental research, repeatable investment process, and culture of continuous improvement.

Found: The Lost Decade

Even if you repeat it enough, it doesn’t make it true. Unless you are burdened with a few hundred billion to manage, you do NOT

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Explaining Ourselves: Jefferies

So, we have very recently been a buyer of Jefferies (Ticker: JEF) stock, which anyone following the financial headlines would know has been pummeled in

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Earnings Per Share Myopia

by Ben Claremon | Research Analyst Welcome to earnings season and the barrage of company press releases and conference calls. Securities analysts all over the

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Terrific Value – Long Road

SEI Investments — This report is published for information purposes only. You should not consider the information a recommendation to buy or sell any particular

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In Memory of Steve Jobs

This is a prepared text of the Commencement address delivered by Steve Jobs, CEO of Apple Computer and of Pixar Animation Studios, on June 12,

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Philosophical Musings

Data Mining: The Gift and the Curse

To further share the Cove Street research communication duty, I introduce Analyst Eugene Robin. – Jeffrey Bronchick, CFA | Principal, CIO DATA MINING: THE GIFT

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