Tag Archives: our portfolios

New Tarpon Folio Letter Out

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…

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We Don’t Need No Stinkin’ CNBC

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…

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Tarpon Folio Thru End of June

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…

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