Category Archives: Annual Meeting

2020 Annual Investor Meeting: Video Two – The Way Back

Disclaimer: This post nor any of the material linked to herein in any way constitutes investment advice. Historical performance data above represents performance results as reported by the portfolio identified. Performance results are for illustration purposes only. Historical results are … read more…

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2020 Annual Investor Meeting: Video One – The Big Picture

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Slides from the 2018 Annual Investor Meeting

Links to download the following PDFs… A transcript of my slide narration My slides on Tarpon and oil You can watch the videos below, or by following these links to YouTube: Video 1: Cale Smith’s Update on Tarpon Video 2: … read more…

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