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December, 2020February 20, 2021

2020 Annual Letter

2020 was a year of successful foundation building. We went from “zero to one” (or, really two) to nearly one thousand…
Grahamian Value ClassicMarket CapitalizationHistoric Price Charts
Rubicon Technology, Inc.$10-$50 million


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Featured Insights
❍ Solitron Devices, Inc. (October 23, 2020), Alex Bossert (Bossert Capital)
❍ Pendrell Corp. (October 23, 2020), Tim Eriksen (Eriksen Capital Management)
❍ Geospace Technologies Corporation (October 30, 2020), Grahamian Value Select
❍ Malaysian Net-Nets (November 6, 2020), Warwick B. (Oceania Value)
❍ AMREP Corp. (December 4, 2020), Grahamian Value Select
❍ ECC Capital Corp. (December 25, 2020), David J. Flood (Elementary Value)
❍ Cresud S.A. (January 8, 2021), Nicholas E. Radice (Holding-Company Executive)
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