CSC Strategy Letter – v.1, i.4 – ‘Tis the Season I Doubt You Will Remember

The Cove Street Capital’s December Strategy Letter, Volume 1-Issue 4, “Tis the Season I Doubt You Will Remember.”



Coho Capital 2Q20 Commentary: Podcasts, The New Talk Radio

Coho Capital LogoCoho Capital commentary for the second quarter ended June 30, 2020. Q2 2020 hedge fund letters, conferences and more Dear Partners, Coho Capital returned 46.6% during the first half of the year compared to a loss of 3.1% in the S&P 500. Many of our holdings, such as Netflix, Amazon, and Spotify, were perceived beneficiaries Read More