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)