Investor Letters 2024 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 YAVB IWG Discussion (1/24/23) MOI Best Ideas Conference: IWG (1/11/23) MicroCap Leadership Summit: SUP (9/15/22) Planet Microcap First Half 2022 MicroCap Recap (7/22/22) Value Hive Podcast: How To Start a Hedge Fund (10/21/21) Sunday Idea Brunch (10/10/21) Riches in the Niches Podcast (9/30/21) 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) Planet Microcap Interview (2/4/20) MOI Wide Moat Conference: KKR (6/20/19) Seeking Alpha Articles ParkerVision write-up (10/15/24) Graham & Doddsville Interview (Fall 2023)
