12
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…
Methodology ⬩ Archive ⬩ Company Index ⬩ Person Index
| 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) |