Grayscale Ethereum Classic Trust (ETCG)

Focus in the New Year

Portfolio Update (TPL, LB, NRP, MSB, GTX)

Our Interview on The ROI Club

Bakkt

Camping Out in the Permian Basin

Datacenters and Nuclear Power

Rabbit Holes of Curiosity #2

Intellectual Capital Businesses

Portfolio Update (GTX, MSB, FRMO, TPL): Reviewing the progress of a few top companies

Five Tools to Mitigate Investing Risk: Lessons learned from others and personal experience

Benefits and Pitfalls of 13F Filings, Recent Examples, and Thoughts on NRP: We love Natural Resource Partners even though it showed up in a superinvestor’s portfolio

LandBridge Company (LB): A surface-focused royalty company in the heart of the Permian basin.

Update: Keweenaw Land Association (KEWL): Royalty acreage doubled and shares outstanding decreased

Garrett Motion and Credit Ratings: How credit ratings effect GTX financials and stock valuation.

Rabbit Holes of Curiosity: Coal power, aggregates and a fast-talking New Yorker

Portfolio Update (NRP, TPL, PSK): Reviewing the progress of a few top companies

Benchmarking Your Returns: Why I hold my feet to the fire and benchmark my returns against the S&P 500

Keweenaw Land Association (KEWL): 400,000 royalty acres with a copper mine coming online

Natural Resource Partners and Coal (NRP): Considering the wisdom of a great investor in relation to NRP's business

FRMO Corp: A Frictionless Flywheel : No debt. Insider ownership. A plethora of catalysts.

Currency Exchange International (CXI): A growing small-cap stock at a good price

Portfolio Update (TPL, NRP, PBT, GTX): Reviewing the progress of a few top companies

Armanino Foods: An average company with an above-average track record

Early-Stage Compounder: PrairieSky Royalty (PREKF): Small near-term catalyst and huge long-term upside