1. Just a heads up, this is a private substack so it can't be accessed.

  2. appropriate thread for beginner questions

  3. https://info.massifcap.com/massif-real-asset-equities-paper-typ?submissionGuid=9c8b2139-76a8-4afe-891d-cc4b6ac1884f

  4. https://www.reddit.com/r/SecurityAnalysis/comments/118ga7m/content_is_king_again/

  5. If you look up an article called "The Security I like Best" written by Buffett, it's from 1951 and Buffett lays out his entire GEICO thesis with figures.

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