Portable Nonsense
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
Jeffrey Bronchick, CFA
February 22, 2012
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
Download Cove Street Capital’s December 2011 Strategy Letter Number 4, “Tis the Season I Click Doubt You Will Remember”
Even if you repeat it enough, it doesn’t make it true. Unless you are burdened with a few hundred billion to manage, you do NOT
So, we have very recently been a buyer of Jefferies (Ticker: JEF) stock, which anyone following the financial headlines would know has been pummeled in