June 29, 2020

Good Morning:

I hope this note finds you doing well. is our single largest equity holding.  For some time we have answered many questions on our intention for this position.  The latest quarter, and coming years will depict, in spa...

June 4, 2020

Good Afternoon:

I hope this note finds you and your family doing well. 

I am writing to let you know that we have been preparing for this macro environment and are ready.  The context of this note is not next week, it is a longer duration expectation (...

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