Our first guest on the Compounders podcast was Weston Hicks, the CEO of Alleghany Corporation. Alleghany (Ticker: Y) is a Fortune 500, $9.45B market cap
Zymergen–ZY-NYSE – went public in early May 2021 via IPO led by Goldman Sachs and JP Morgan at $30 per share. It dutifully rose to
We are excited to share the first episode of Compounders: The Anatomy of a Multibagger. In this brief episode, Ben Claremon discusses why we decided
It is difficult to see how this is an isolated instance. Be long corporate Paddy Wagons.
It is not crazy to suggest that the Covid Transition Period – CTP – might have disrupted normalized studying and test-taking protocol. On the other
Thanks to my budding relationship with SNN Network CEO, Bobby Kraft, I have been asked to be a keynote speaker at the upcoming Summer Virtual
As previously noted in our previous CSC blog on Exxon: Indexing highly liquid assets and managing them as a fiduciary at a very low cost
Cove Street is pleased to announce that its new podcast, Compounders: The Anatomy of a Multibagger, will officially be launched on August 3rd. The podcast
Original article appeared in Harvard Business School’s Working Knowledge What Does an ESG Score Really Say About a Company? 21 JUL 2021|by Kristen Senz A
WSJ July 2021 “This followed the announcement in April that Japan’s Government Pension Investment Fund, the world’s largest with around $1.6 trillion under management, is
One of our larger holdings agreed to sell itself last week at what we would consider a fair price. This has been a long and
In case people were not 100% sure about what we think of Viasat (Ticker: VSAT) as a potential investment, Eugene and I had another opportunity
