LC Posted August 30, 2014 Posted August 30, 2014 Not sure if this was posted already: http://www.scribd.com/doc/238132453/Sequoia-Investor-Day A good read as they discuss how they think about a variety of businesses.
west Posted August 30, 2014 Posted August 30, 2014 Ahem. I hate Scribd myself. Here's a link to a downloadable/printable version from Sequoia directly: http://www.sequoiafund.com/Reports/Transcript14.pdf
giofranchi Posted August 31, 2014 Posted August 31, 2014 Ahem. I hate Scribd myself. Here's a link to a downloadable/printable version from Sequoia directly: http://www.sequoiafund.com/Reports/Transcript14.pdf Thank you! Always a good read. :) Gio
Packer16 Posted August 31, 2014 Posted August 31, 2014 Thanks for the transcript. Sorry I missed the meeting being a shareholder and wanting to ask a questions about GP Investments which was not even brought up in the meeting. Packer
Zorrofan Posted August 31, 2014 Posted August 31, 2014 Ahem. I hate Scribd myself. Here's a link to a downloadable/printable version from Sequoia directly: http://www.sequoiafund.com/Reports/Transcript14.pdf Big thanks - I HATE Scribd too....... cheers zorro
VersaillesinNY Posted August 31, 2014 Posted August 31, 2014 I attended the meeting; it was excellent. The analysts, management and directors are la crème de la crème. Answers were sharp, Sequoia's investing standards are high. They covered Valeant a lot; too bad that Greg Alexander didn’t talk much. The crowd was composed of fund managers, analysts, veterans investors and old money from the Upper East Side. I couldn't find Tom Murphy’s three hours long video interview. Any luck out there?
Liberty Posted August 31, 2014 Posted August 31, 2014 I couldn't find Tom Murphy’s three hours long video interview. Any luck out there? Longest i've seen as this one: http://youtu.be/lUMQylUxbsg Just 1 hour, though.
west Posted September 1, 2014 Posted September 1, 2014 Ahem. I hate Scribd myself. Here's a link to a downloadable/printable version from Sequoia directly: http://www.sequoiafund.com/Reports/Transcript14.pdf Big thanks - I HATE Scribd too....... cheers zorro Off topic, but I'm surprised no one has done for PDFs what imgur has done for images. After all, I can only imagine that hosting PDFs is a lot less resource intensive than hosting images, especially, say, large gifs. I can't wait for the day that someone does this and Scribd dies...
Liberty Posted September 1, 2014 Posted September 1, 2014 why do you hate scribd? Works just fine? Can't easily save local copy of the file most times, and a PDF looks fine without their UI around it so they provide no real added value.
west Posted September 1, 2014 Posted September 1, 2014 why do you hate scribd? Works just fine? Can't easily save local copy of the file most times, and a PDF looks fine without their UI around it so they provide no real added value. Ditto. It's a zero value added service that has niche market monopoly (along with, perhaps, some marginal network effects?) just because 95%+ of the people out there don't care about PDFs so no real player addresses the market. And I refuse to pay them to download a PDF that's someone else's content.
peter1234 Posted September 1, 2014 Posted September 1, 2014 why do you hate scribd? Works just fine? Can't easily save local copy of the file most times, and a PDF looks fine without their UI around it so they provide no real added value. Ditto. It's a zero value added service that has niche market monopoly (along with, perhaps, some marginal network effects?) just because 95%+ of the people out there don't care about PDFs so no real player addresses the market. And I refuse to pay them to download a PDF that's someone else's content. ++1 ;)
bookie71 Posted September 2, 2014 Posted September 2, 2014 Thanks, I just figured I was an old fa--, and could never figure out why anyone used it.
dolce far niente Posted September 2, 2014 Posted September 2, 2014 Thanx for the PDF link. The same structure can be used to get transcript from 2005 onwards :D
Liberty Posted September 3, 2014 Posted September 3, 2014 Thanx for the PDF link. The same structure can be used to get transcript from 2005 onwards :D http://www.sequoiafund.com/fund-reports.htm
randomep Posted September 4, 2014 Posted September 4, 2014 Thanx for the PDF link. The same structure can be used to get transcript from 2005 onwards :D http://www.sequoiafund.com/fund-reports.htm Thanks now this is a gem!
dolce far niente Posted September 4, 2014 Posted September 4, 2014 Thanx for the PDF link. The same structure can be used to get transcript from 2005 onwards :D http://www.sequoiafund.com/fund-reports.htm Thank you. Good stuff.
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