The Reluctant Warriors
A friend of ours who works for a well-known activist firm summed it up perfectly when he said, “We are living in the era of
Jeffrey Bronchick, CFA
January 8, 2015
A friend of ours who works for a well-known activist firm summed it up perfectly when he said, “We are living in the era of
A senior member of our investment team read this transcript and couldn’t help but replace the words “investment management” in lieu of the subject being
Read Part I: “The Worst Piece of Corporate BS,” 02/11/2013 A recent article in the Wall Street Journal penned by Michael Dell is so full of
“The hipster effect: When anticonformists all look the same” by Jonathan Touboul
This is a very nicely done and thoughtful piece about a topic that every serious, long-term shareholder eventually faces, despite best intentions.
Download Cove Street Capital’s September 2014 Strategy Letter Number 18, “Metastability”
Of the myriad of reasons proffered daily as to why we are the verge of stock market doom, a “decline in share repurchase” has come
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