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?”
Central Garden and Pet (Ticker: CENTA) has been in and out of the portfolio several times over the last eleven years with results varying from
Please insert the phrases “money manager,” “hedge fund,” “large pension plan,” and “underperformance” at will throughout this piece. The Nonsense Math Effect Mathematics is a
Warren Buffett: Former Executive Offices – 97 Cove St, New Bedford MA 02744
Download Cove Street Capital’s November 2012 Strategy Letter Number 9, “Idiosyncratic Risk…and the Other Kind”
While we prefer not to opine in a macro-economic sense on most occasions, this piece sourced from Grant’s, nicely sums up thoughts expressed in a
Funny things often happen on the way to the bank. It is also fair to say that sometimes you never reach the bank, or you
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
