I was saddened to learn that Ken Peak, the CEO of Contango Oil & Gas (MCF), passed away on Friday. Here’s the announcement by Contango, and here is his obituary from the Houston Chronicle. And here is the presentation that Ken gave to my investors at my firm’s first annual meeting here in Islamorada a […]

Here is an updated, consolidated post with all videos from the 2012 Islamorada Investment Management Investor Meeting. Intro Video That may have been incoherent. I shot it the day after the annual meeting. It was a fun and sunny but especially extroverted kind of weekend. What I hope came out of my mouth there was […]

Please consider this a final reminder to RSVP if you plan to attend the IIM 2012 Annual Investor Meeting. Both current and prospective investors are welcome. The meeting will be held next Saturday night, February 18th, at the Postcard Inn at Holiday Isle. The meeting will be in The Quarterdeck room, which is on the […]

Two days away from this year’s annual investor meeting here in Islamorada! Some notes: It’s going to be a gorgeous weekend in the Keys. Highs of 80, lows of 65. Almost zero chance of rain. Bring your swimsuits! Vice President Joe Biden will be vacationing in Key Largo this weekend. At least, that’s the story […]

From my latest letter to investors… The second annual Islamorada Investment Management investor meeting will be held in the Bougainvillea Ballroom at Cheeca Lodge on Saturday, February 19th, from 3:00 to 5:00 pm. I’ll review the past year, give an overview of value investing, and then look a little closer at some of the companies […]

You can download a PDF of my speech here. I’ve also reproduced it below in its entirety. 2010 Investor Meeting Presentation Cale Smith, Islamorada Investment Management Saturday, January 30, 2010 Holiday Isle Resort Islamorada, Florida Keys Note: I strayed from my original script often during this presentation, but tried to capture those comments and the […]

This is the slideshow that Contango Oil & Gas CEO Ken Peak presented last Saturday night at the IIM first annual investor meeting at Holiday Isle in the Florida Keys. We own shares of Contango (MCF) in the Tarpon Folio. I also have some video clips of Ken’s speech that are currently being edited. I […]

Here’s the quick version of just my slides. My actual speech will follow soon.

Starting to see some pics come in from IIM’s first annual investor meeting last Saturday…

Just a quick note to thank everyone who came to the first annual Islamorada Investment Management investor meeting this Saturday. Here’s one early review. Thanks, Gail! Seemed like everyone really enjoyed it, and I was thrilled to see everybody. I’ll be posting more from the meeting this week. Thanks again, and see you next year!