Happy solstice everyone.

@DiogoPrnt @GWInvestors Yield portfolio ~130-140mm transaction value; Development portfolio 50-60mm market value. With value hopefully continuing to grow. Book value is lower than transaction/market value.

@PythiaR @JerryCap How to make it less counterintuitive: Pretend there are 100 doors. You pick one, and then Monty comes along and eliminates 98 other options. Do you switch? Basically, the question is do you stick with your pick of one door (out of 3, out of 100), or do you take the field?

36/50 Maxims for Thinking Analytically by Dan Levy (re the frameworks of Richard Zeckhauser - yes that Richard Zeckhauser that Charlie Munger adores) - easy to flip to any chapter and pick up a few ideas