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
While this is a wonderfully snarky clip from the Economist, if I were paying “2 and 20,” I am not sure I would think it’s
Q — Should we be concerned that you have a small investment team? How can you cover hundreds of stocks? Won’t you miss things? A
This report is published for information purposes only. You should not consider the information a recommendation to buy or sell any particular security, and this
by Ben Claremon | Research Analyst It was less than two years ago that I was sitting with some of my UCLA Anderson classmates, desperately
by Eugene Robin, CFA | Research Analyst Approach Resources, Incorporated (Ticker: AREX) is an independent oil and gas exploration company located in west Texas. As
What’s great about Jim Grant writing for the unwashed minority (those who toil in official positions in Washington) is that you can re-link and comment without
Co-written by Jeffrey Bronchick + Ben Claremon A recent article in the Wall Street Journal—from which we lifted the chart below—once again highlights the never-ending
We reprint with permission a recent email from a sell-side colleague who we hold in high regard, despite his familiarity with the institutional investment consulting
