Tag Archives: value investing

IIM International Portfolios: Investor Letter for 2020

From Charles Dickens to Amanda Gorman Dickens authored 2020. Whether pondering the coronavirus and the vaccines, social injustice and the response or the fall and rise of global equity markets, “It was the best of times, it was the worst … read more…

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Coming to the Annual Meeting?

It’s time to RSVP for the annual meeting! The 2015 Investor Meeting for clients and friends of Islamorada Investment Management will be held at 3:00pm on Saturday, May 16. Our meeting will be the first event to ever be held … read more…

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Links of Interest

“I have no sunk costs.” On Daniel Kahneman. Good summary of Markel’s annual report. Aswath Damodaran on the deadliest buzzwords in investing. Angela Duckworth on how to develop grit. Extra Michael Lewis clips from that 60 Minutes piece on HFT. … read more…

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