Slides from the 2017 Annual Investor Meeting

Links to download the following PDFs…
A full transcript of my slide narrations
All of my slides
Additional Q&A

You can watch the videos below, or by following these links to YouTube:

Video 1: Intro, Gecko, and Tarpon

Video 2: Retz Reeves, CFA, on International Investing

Video 3: On Oil and Staying Stubborn

Video 4: Q&A on Lower for Longer

Video 5: Q&A on Debt and Ten-Baggers

Please let me know of any questions. Thank you.

– Cale

Cale Smith

About Cale Smith

Portfolio Manager at Islamorada Investment Management.

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