A big debate going on as it relates to public companies—and the U.S. economy as a whole—surrounds how long a period of elevated inflation is
After being a guest on Edwin Dorsey’s Sunday Idea Brunch, I got a fair amount of inbound from people asking about Cove Street’s management assessment process.
The following is an excerpt from Cove Street’s Q1 2022 Small Cap PLUS letter to clients: If there is any stereotype about value investors that
We may have called this one. By Max Abelson (Bloomberg) — HSBC Holdings Plc has suspended executive Stuart Kirk days after he criticized the finance
I started to cherry-pick some paragraphs here, but why? Read for yourself. The man has an opinion. I think the opinion resonates a LOT with
It’s very hard to collect. And…I wonder how long this guy keeps his job?
Complements of Byrne Hobart at the Diff, who thinks and writes well on many things, but Tech in particular as that is a world in
Our guest on the show this week was Chris Mayer, the Portfolio Manager of the Woodlock House Family Capital fund and the co-founder of the
This year’s Robotti Value Live, Markel 2022 is going to be live and in the flesh and Jeff is back on the panel to deliver
Activist groups are filing climate resolutions across corporate America. Tactically interesting, all six of the largest US investment banks are prominently targeted in a “cut
Take from an article in Bloomberg, April 6th If Stocks Don’t Fall, the Fed Needs to Force Them Tightening financial conditions will be key
Our guests on the show this week were Malcolm Wilson and Mark Manduca, the respective CEO and CIO of GXO Logistics. GXO is a $7
