Category Archives: Our Portfolios

Clearwire Postscript: The Legend of John Stanton

My article “A Value Investor’s Case for Clearwire” was posted on the Seeking Alpha website this morning. Below are some more thoughts about recent insider buying at the company by one executive in particular. My first job in this industry … read more…

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Spotted in Jackson Hole

It may be a bit hard to see, but if you squint, below you can almost make out a bona fide, limited edition, cheesily authentic Islamorada Investment Management T-shirt that showed up recently in Jackson Hole, Wyoming. Closer up the … read more…

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August Update for Investors

I sent out an abbreviated Letter to Investors late last night. Here it is in its entirety: Dear Investors, Consider this just a quick update on our August performance. I’ll have a more traditional letter to you after the end … read more…

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