Annual Letters

2017 Annual

2018 Annual

2019 Annual

2020 Annual

Quarterly Letters

Q1 2019

Q2 2019

Q3 2019

Q1 2020

Q2 2020

Q3 2020

Investment Ideas

Q1 2021

Flanigan's (BDL)

Super League Gaming (SLGG)

CKX Lands (CKX)

Lensar (LNSR)