Late post today.

Photo by Mikes Photos on

Ban parties not business (The Grumpy Economist)

36,000 Missing Deaths:
Tracking the True Toll of the Coronavirus Crisis (The New York Times)

Just some COVID-19 reads.

Margin of Safety by Seth Klarman (Novel Investor)

A summary of the main points of this classic by Seth Klarman.

Transcript: James Montier (The Big Picture)

Barry Ritholtz’s interview with James Montier. I am a big fan of Montier’s work and coincidentally enough, he mentions “Margin of Safety” in the interview.