Author Archives: Cale Smith

Cale Smith

About Cale Smith

Portfolio Manager at Islamorada Investment Management.

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: … read more…

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Post-Irma Update

Dear Investors, The Islamorada Investment Management office will re-open this Tuesday. Retz, Maria and I returned to Islamorada from Orlando over a week ago, and we have spent most daylight hours lately assessing, helping, and most of all, cleaning. Most … read more…

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Letter to Investors, December 2016

Below is my recent letter to investors in the Tarpon Folio, originally sent out on December 18th. You can sign up to receive future letters here. ____________ “It is the long-term investor, he who most promotes the public interest, who … read more…

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