LRF

LRF was ignored for a long, long time. But its share price discount to NTA is diminishing over the last few months. When I was highlighting it, the share price was low. Now it is in the mid90's.

Suddenly, people realize that its investment portfolio has great stocks. One of them is RIV. RIO wants it now so the price has jumped. And LRF is one of the big shareholders. So LRF has finally given me paper profit!