When your largest position, Viasat Inc. (Ticker: VSAT), enters into a transformational merger involving regulatory complexity, interesting technology, enough equity issuance to require a shareholder
(The following is an excerpt from the Q3 Small Cap PLUS letter to investors) We view our portfolio as a collection of idiosyncratic, measured bets
Mr. Bassman is an interesting guy with an interesting pedigree. The topic of interest that is shared is the investment implications of changes in Federal
For the final episode of Season 1 of Compounders, Episode 14, we thought it would be valuable to put together our favorite vignettes from the
“We have a generation of central bankers who are defining themselves by their wokeness,” said Mr. Summers, now a professor at Harvard University. “They’re defining
If you peruse this quarter’s 13-F filing from Cove Street, you will see Lionsgate (Ticker: LGF.B) show up as a new holding. On that note,
Our guest on Episode 13 of Compounders was Jeff Bailly, the Chairman and CEO of UFP Technologies (Ticker: UFPT). UFP is a $475 million market
Or so says yet another proposed scheme from our elected officials. This one involves a truly AWFUL scheme—in theory, and in any possible practical application
BlueKnight Energy Partners, LP is a “limited” holding at CoveStreet in that the Limited Partnership Structure limits its inclusion in non-taxable accounts. But it’s a
Our guest on Episode 12 of Compounders was Adam Symson, the CEO of E.W. Scripps*. Scripps is a $1.48 billion market cap company that owns
If it is not clear already, I really enjoy the podcast interview format. That includes being the one asking the questions and being the person
