Tag: Merger arbitrage
Planes, Trains, Ukraine and Chocolate
Follow Islamorada Investment Management’s board Retz’s Investing Travels on Pinterest. On March 10th, my computer bag, suit carrier and I boarded a flight in Miami, the start of a 2 ½ week journey through Europe where I attended presentations and visited holdings and prospects for the Frigate and Treasure Harbor Folios. Passing through Atlanta and Amsterdam, I […]
First Treasure Harbor Letter to Investors
Below is Lauretta ‘Retz’ Reeves’ first letter to investors in the Treasure Harbor Folio, an international dividend portfolio. To receive these letters via email in the future, please sign up here. You can access the full archive of IIM investor letters here. Dear Investors, What a difference a month makes! As investors digested the withdrawal […]
Forbes Cover on Wells Fargo
Tarpon Folio holding Wells Fargo will be on the cover of the upcoming Forbes magazine. Here’s the online version. And here’s a good quote from CEO John Stumpf: “There are only three ways a company can grow. First, earn more business from your current customers. Second, attract customers from your competitors. Or third, buy another […]