Thursday, April 30, 2020


Invest Like the Best Podcast: Chris Bloomstran - An Update on Public Markets (LINK)
Related previous post: Semper Augustus Investments Group: 2019 Annual Letter
Grant’s Current Yield Podcast: Class is in session [with Bruce Greenwald] (LINK)

Broyhill Portfolio Update (LINK)

Boyar Quarterly Letter (LINK)

Greenhaven Road Capital Q1 Letter (LINK)

[More Q1 letters can be found HERE and HERE.]

The Investing Edge Podcast: Value Investor’s Edge Live #18: On The Water In The Tanker Markets With Frontline’s CEO (LINK)

Matt Ridley on The Glenn Beck Show on BlazeTV (video) (LINK)

68 Bits of Unsolicited Advice - by Kevin Kelly (LINK)
It’s my birthday. I’m 68. I feel like pulling up a rocking chair and dispensing advice to the young ‘uns. Here are 68 pithy bits of unsolicited advice which I offer as my birthday present to all of you.
I Am So Lucky - by Trey Mancini [H/T Linc] (LINK)

What you need to know about the COVID-19 vaccine - by Bill Gates (LINK)