Semper Augustus Investments Group, an investment management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be downloaded here. In the lengthy letter, the fund talked about the activities in their portfolio and other important updates which they quoted, “The Path From Deflation; Expedition Everest; and – Berkshire: The GOAT Goes Full Repo”. You can view the fund’s top 5 holdings to have a peek at their top bets for 2021.
Semper Augustus Investments Group,...
