Tag Archives: value investing

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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Intro to Value Investing – Presentation at N.J.I.T.

Here’s a presentation I gave yesterday at the New Jersey Institute of Technology. It’s an introduction to value investing with a case study on Tarpon Folio holding Neutral Tandem, whose CEO is an alum of NJIT. Thoroughly enjoyed it, and … read more…

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