Tag Archives: tarpon folio

Why We’re Buying In This Market: Consolidated PDF

Posted on July 9, 2010 by Cale Smith

Below is a consolidated version of all previous posts in this series. You can also download the PDF directly here. Thank you for the comments.

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Update on Tarpon Folio Returns

Posted on May 10, 2010 by Cale Smith

Here’s how the Tarpon Folio has done from launch in late 2008 through the end of April 2010. Keep in mind the above doesn’t reflect some tough times in the market since April ended. For my thoughts on the recent … read more…

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Warren Buffett’s Newest Letter to Shareholders

Posted on February 27, 2010 by Cale Smith

This is one of my favorite Saturday mornings of the year. Not just because there’s a full moon party at Morada Bay tonight. Warren Buffett’s latest letter to shareholders was released today. It’s a great intro to the business of … read more…

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