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Cale Smith's Speech at the IIM Annual Meeting

By CaleInTheKeys on Thu, 2010-02-04 11:40
(via www.caleinthekeys.com)

The speech given by Tarpon Folio manager Cale Smith last Saturday night at the Islamorada Investment Management 2010 investor meeting in the Florida Keys.

Old School Value Investment Portfolio: SEP 2009

By jjun0366 on Fri, 2009-10-02 17:39
(via www.oldschoolvalue.com)

Portfolio performance for September 2009. Up 140% YTD.

Calculate Maintenance Capital Expenditure in FCF

By jjun0366 on Tue, 2009-06-23 20:05
(via www.oldschoolvalue.com)

Learn how to determine maintenance capital expenditure to get a more accurate FCF value.
JNJ, WMT and ATW used as examples.