Investor Letters 2025 Q2 2025 - Letter Q1 2025 - Letter 2024 Q4 2024 - Letter Q3 2024 - Letter Q2 2024 - Letter Q1 2024 - Letter 2023 Q4 2023 - Letter Q3 2023 - Letter Q2 2023 - Letter Q1 2023 - Letter 2022 Q4 2022 - Letter Q3 2022 - Letter Q2 2022 - Letter Q1 2022 - Letter 2021 Q4 2021 - Letter Q3 2021 - Letter Q2 2021 - Letter Q1 2021 - Letter 2020 Q4 2020 - Letter Q3 2020 - Letter Q2 2020 - Letter Q1 2020 - Letter 2019 Q4 2019 - Letter Q3 2019 - Letter Q2 2019 - Letter Q1 2019 - Letter 2018 Q4 2018 - Letter Q3 2018 - Letter Q2 2018 - Letter Other Materials Value Investor Insight Interview (July 2025) Graham & Doddsville Interview (Fall 2023) YAVB IWG Update (2/2/25) Interview with LMB CEO (10/4/23) YAVB LMB Discussion (6/12/23) YAVB IWG Discussion (1/24/23) Sunday Idea Brunch (10/10/21) YAVB RICK Discussion (4/19/21) Value Hive Podcast: Some Timely Ideas (1/15/21) MOI Best Ideas Conference: RICK (1/5/21) Institutional Investors: The Managers Who Found Unlikely Covid-19 Winners (10/29/20) LD Micro / MicroCapClub Competition: RICK (February 2020) MOI Wide Moat Conference: KKR (6/20/19) Seeking Alpha Articles
