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Staying Grounded
07/30/2021Cove Street Capital’s Jeff Bronchick, Ben Claremon, Andrew Leaf and Eugene Robin describe why they’re so busy even in an ostensibly expensive market, why they think the “Uber vs. taxis” disruption template can often mislead, how they've become more active with portfolio companies, and why they believe Skechers, Landec and PQ Group are mispriced.
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