Horizon Kinetics, an investment management firm, published its second quarter 2021 investor letter – a copy of which can be downloaded here. In its second-quarter letter, the fund talked about money supply, and inflation, debt vs GDP, ESG investing, and other related topics. You can view the fund’s top 5 holdings to have an idea about their top bets for 2021.
In the Q2 2021 investor letter of Horizon Kinetics, the fund mentioned Texas Pacific Land Corporation (NYSE: TPL), and discussed...
