The Newport Newsletter September 2020

Friends,

September brought good news about Brattle Street Investment Corp. Mr. Dalson and Greene are working on a transaction that could increase the market value of BRTL 5 times (from $0.12 before trading halt). The link to BRTL write-up #2 is below.

Non-investment stuff: I didn’t get through half of the CFA Level 1 material and managed to injure my back (not from golf). I found a few interesting things on the internet, too. See below. Next month’s challenge is to get through the rest of the CFA Level 1 study material (I write the test Dec 5).

Investment
Brattle Street Investment Corp. 2

Challenges
Finish half of the CFA Level 1 study material.

Other
Twitter Thread for investors and market downturns.
Mark Spitznagel (Worked with Nassim Taleb) April 2020 letter.

Books
– None.

Essays
– None.

Comments and questions: rn@rileynewport.com.

Enjoy!

– Riley