Tarpon US Equities
Competition
Most of the time, most of us underestimate the long-term harmful effects of competition. Being naturally programed to focus on the...
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Tarpon US Equities
- Jan 24, 2022
- 15 min
Tarpon U.S. Equities – 2021 Annual Letter
2021 Results Last year I wrote that results were unworthy of extended comments because they represented a short period for our strategy....
Tarpon US Equities
- Apr 21, 2021
- 5 min
Convexity, part two
In the world of blockchains and cryptocurrencies (yes, we have been studying it, how couldn’t we?), there is a stark division between...
Tarpon US Equities
- Feb 21, 2021
- 3 min
Time arbitrage and risk
In Quench Your Own Thirst: Business Lessons Learned Over a Beer or Two Jim Kock, founder of the Boston Beer Company, the one behind...
Tarpon US Equities
- Jan 9, 2021
- 10 min
Tarpon U.S. Equities – 2020 Annual Letter
Our first year in business was quite eventful to say the least, but I will spare you another text on how Covid-19 has shaken up the...
Tarpon US Equities
- Sep 22, 2020
- 4 min
Investment mindset for the digital economy.
In the “world” in which most of us learned how to invest corporate returns tended to revert to the mean, except from rare cases where a...
Tarpon US Equities
- Sep 22, 2020
- 11 min
Software – June 12, 2020
I will jump through the commonsense introduction that software is eating the world,growing immensely, and transforming society. This is...
Tarpon US Equities
- Sep 22, 2020
- 4 min
Technology and Investing
Joe Ricketts begins his memoir describing the day he saw his father, a stoic home builder, display some excitement as he observed his...
Tarpon US Equities
- Sep 22, 2020
- 5 min
Bay Area and the Open Secret No One Wants to Acknowledge
In the 90s, Warren Buffett made big noise with his simply correct and rational argument that stock - based compensation is, well,...
Tarpon US Equities
- Sep 10, 2020
- 11 min
Tarpon U.S. Equities – First Annual Management Letter
First, I want to sincerely thank the investors in this project. I can promise you dedication and passion, and I hope we can not only...
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