Did You Get Salt?

First covered in February 2021 around 8 cents per share. Now trading near an 8x. SALT (then RMK) was the much better choice given it has gone from 14 cents to nearly $4 per share.

Salt Bounce

SALT gained 50-percent in the past two days. VUL's value is mostly its SALT holding and it was up 50 percent too. See the tags for prior discussion of these two.

Spock Wins

Always trades at discount to its holding in SALT. Is best to buy when the gap is wide, recently needed a 50 percent rally to reflect its Atlas holding. Now down to 34 percent. Above 50 cents, it should run. One of my top holdings.