There are lots of things that OWNERS should hate about Exxon, all of which are related to their last decade of capital allocation in their
As an investor, if you spend the majority of your time looking at larger cap companies, it is truly hard to appreciate the wacky and
I was recently asked to share a small cap investment idea with the attendees of the Q2 Virtual Summit hosted by the Investor Summit Group.
I try to read widely. I stuff my IPAD with things and time goes by and I truly don’t recall how I ran across it.
The IEA is arguably the key source of global energy issues and math. Summarizing: The aspirations of Green grossly underestimate the capacity of the existing
We don’t know these people and we are not vouching for their work or conclusions, but they are holding the right hot poker that is
Cove Street’s PM, Jeffrey Bronchick, has a daughter in Richmond, Virginia, which coincidentally is the home of Markel Corp and their mini-Berkshire style annual meeting.
If there is something upon which anyone in the world can agree, it’s that there is simply an overwhelming amount of “information” out there that
From artnet.com The Gray Market: How a Brazen Hack of That $69 Million Beeple Revealed the True Vulnerability of the NFT Market (and Other Insights)
Some of the benefits of investing in private assets instead of public companies have been well documented. As an investor in a private fund, you
The following is an excerpt from Cove Street’s Small Cap PLUS Q1 2021 letter. It represents a totally fictional, certainly not autobiographical, account of what
Eugene and Andrew discuss one of the more interesting businesses we are invested in at Cove Street. Viemed (NASDAQ:VMD) provides non-invasive ventilators (NIVs) to patients
