Tag Archives: tarpon folio

Tarpon Folio up 91% in First Year

It’s official. Here’s my latest letter to investors discussing my expectations for next year, and here is how you can find out what companies we hold in Tarpon right now. Thanks to everyone for all the support this year. And … read more…

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What Is In the Tarpon Folio?

To receive a list of all companies held in the Tarpon Folio, please sign-up by clicking on this link. You’ll also be added to my firm’s email newsletter, which goes out once a month. You can opt out anytime. And … read more…

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Tarpon Folio Thru September

Up 92.3% through the end of September. Next investor letter comes out tomorrow. Sign up here to receive it. Disclaimer: This performance is highly unusual and cannot be sustained. Because the portfolio contains a limited number of companies, its returns … read more…

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