Subject: Re: DG earnings
Thank you, Manlobbi. Sound advice and valuable wisdom as always.

I noticed Chris Bloomstran has really increased his DG position to #2 in his Semper Augustus portfolio per his most recent letter (from over 1% to now 10%) and he also mentioned his belief in DG on the recent Value After Hours podcast earlier this week. He has owned and followed them closely for years and glad he also has strong optimism in management and execution of their vision going forward. He mentions them on p.20 of his 2023 client letter.

https://www.semperaugustus.com...