Tag Archives: our portfolios

New Tarpon Folio Letter Out

Posted on August 15, 2009 by Cale Smith

Up 73.5% thru the end of July. See my latest Letter to Investors here. Sign up to receive them here. Disclaimer: This performance is highly unusual and cannot be sustained. Because the portfolio contains a limited number of companies, its … read more…

Posted in Our Portfolios | Tagged | Comments Off on New Tarpon Folio Letter Out

We Don’t Need No Stinkin’ CNBC

Posted on August 8, 2009 by Cale Smith

It’s official: we’ve gone global. Sort of. Maybe. Here’s a video that Jason at IWearYourShirt.com shot yesterday. The Jimmy Buffett music was a nice touch, no? Fun day. And here’s the video we did that he mentions. Now, back to … read more…

Posted in Our Portfolios | Tagged | Comments Off on We Don’t Need No Stinkin’ CNBC

Tarpon Folio Thru End of June

Posted on June 30, 2009 by Cale Smith

Up slightly in June. Outperforming the S&P 500 since inception by 46.8%. For more info, click here. To join our email list for updates on the Tarpon Folio, please sign up here. Disclaimer: This performance is highly unusual and cannot … read more…

Posted in Our Portfolios | Tagged | Comments Off on Tarpon Folio Thru End of June