I won’t re-explain this entire position, but lets put it like this. KLA (Keweenaw Land Association) $KEWL is my largest single position at about 14% of my portfolio (and my net worth). I’m reminded of the Charlie Munger quote:
“Put all your eggs in one basket, and then watch that basket.”
And so thats what I’m doing with these updates.
If you don’t alrea…