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
Download Cove Street Capital’s June 2012 Strategy Letter Number 7, “Volcker Does Not Rule”
CSC research analysts and blog contributors Ben Claremon and Eugene Robin were recently interviewed for “The Wall Street Transcript.” Read it here .
THIS is a superbly interesting thought process that is eminently applicable to investment management, and it can be argued that I have seen balance sheets
Our CIO Jeffrey Bronchick gave a presentation at the Emerging Managers Summit in Chicago. Download the slides here.
Download Cove Street Capital’s March 2012 Strategy Letter Number 6, “Lots to Fear or Fear Itself?”
Dear Value Investors, This was my fourth trip to the so-called Woodstock for Value Investors and my latest attempt to capture the majority of the
“Keynes the Stock Market Investor” is a pretty interesting piece that was partially excerpted in the Wall Street Journal several weeks ago, but being gluttons for
by Eugene Robin | Research Analyst Let us start by saying that this is not an essay on whether or not a large pool of institutional
Download Cove Street Capital’s March 2012 Strategy Letter Number 5, “Caviar for the General”
by Eugene Robin | Research Analyst The title of this blog post borrows a line from an Agent Orange song that I loved listening to
