Well Worn and Well Worth Re-reading
We have embarked on a longer-term project to digitize about 6 yards and 28 years of collected investment “literature.” Because this is the age of
We have embarked on a longer-term project to digitize about 6 yards and 28 years of collected investment “literature.” Because this is the age of
Psychology of Intelligence Analysis
Uncorking the Muse: Alcohol Intoxication Facilitates Creative Problem Solving
Please read this and try not to weep. Let me see if I understand this correctly. The President of the United States gathers together a
As someone who does not watch CNBC unless I’m away from the office and utterly trapped in a small hotel room that only offers 5
Download Cove Street Capital’s September 2012 Strategy Letter Number 8, “You Didn’t Build This Rally”

Despite having twenty-eight years in the investment management industry and the natural cynicism that comes with experience, I nonetheless retain the ability to be amazed
“The fault, dear Brutus, is not in our stars, but in ourselves…” The latest in a long line of thought provoking pieces by investment consultant guru
I sometimes have a dim realization that I need the same intellectual lessons pounded into me over different time periods in order to avoid the
Following last week’s Fender post: Why Fender Pulled Its IPO

In my analytical career, there is a laundry list of things I have studied for investment purposes, including such topics as life insurance, cement, pet
Good investing is a continuous evaluation of business characteristics, valuation and judgement about the people running the show. Valuation is math and perseverance. The changing