Dear Tarpon Investors,
This quarter's letter is a bit long, so I saved it as a PDF. To download it, please click here.
In it, you'll find my latest thoughts on oil, my plan for 2019, and some recent Q&A.
A quick note on three other things, too:
1. Save The Date: the Annual IIM Investor meeting will be held on Saturday, June 1st at 1:00pm here in Islamorada. More details soon.
2. IIM launched private, investor-only message boards last October.
If you’re an investor in Tarpon, but have not checked out the boards yet, I would encourage you to do so. I’ve been on there six days a week ever since, and recently passed 850 posts.
Please let me know if you need access to the boards again.
3. Finally, it's the time of year we're required to provide you with our updated disclosure brochure. You can find that here. There are no material changes.
All for now.
Again, here is the link to my latest letter on Tarpon. Much more to read in there...
Thanks and hope to see you in June!