Holiday Reading – Dundee Annual Report
I am not sure I am 100% in alignment with “Gold is the Answer” but this ramble is worth reading on a number of fronts
Cove Street Capital
July 2, 2013
I am not sure I am 100% in alignment with “Gold is the Answer” but this ramble is worth reading on a number of fronts
Press Release Young Broadcasting, Media General to Merge RICHMOND, Va., June 6, 2013 /PRNewswire/ — Media General, Inc. (NYSE: MEG) and privately held New Young
Download Cove Street Capital’s May 2013 Strategy Letter Number 12, “Harleys and Leather Jackets”
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
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
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
by Ben Claremon | Research Analyst Under normal circumstances, the prospect of leaving sunny Southern California to travel to a place where the day-time temperature
Download Cove Street Capital’s March 2013 Strategy Letter Number 11, “Call Him Ishmael”
We own Tessera at a cost of approximately $16 per share. Our thought process was simple: a conservative analysis of their IP portfolio’s current cash
A few weeks ago, Cove Street was asked to present a small cap stock idea for the 2013 Small-Cap Investing Summit. Our analyst Ben Claremon
The proposed management buyout of Dell is an abomination of corporate governance and decency on an extraordinarily large scale. While we have been too busy
Download Cove Street Capital’s January 2013 Strategy Letter Number 10, “The Lost Decade…Found?”
