Sequoia fund investor day transcript 2013

[rogermunibond]

http://www.sequoiafund.com/Reports/Transcript13.pdf

 

Always a good read from thoughtful analysts.

[bookie71]

Thanks

[CorpRaider]

Thanks for sharing, sir.

[Guest wellmont]

great place to troll for ideas. these guys are extremely picky about their stocks. they turn them upside down, and hold them a long time. so when one of their stocks is down, it's a good time to take a look. i think int might fit that category.

[Guest]

great place to troll for ideas. these guys are extremely picky about their stocks. they turn them upside down, and hold them a long time. so when one of their stocks is down, it's a good time to take a look. i think int might fit that category.

 

I'm actually in agreement with you peter.  :o :o :o  ;) :)

[Guest valueInv]

They are my favorite investors. Notice how all they talk about is the business. Too many investors focus on the financials without understanding the business.

 

If they weren't my largest hold, I would have loved to buy more.

[Guest wellmont]

great place to troll for ideas. these guys are extremely picky about their stocks. they turn them upside down, and hold them a long time. so when one of their stocks is down, it's a good time to take a look. i think int might fit that category.

 

I'm actually in agreement with you peter.  :o :o :o  ;) :)

 

remember this date. 08-30-13 :)

[Liberty]

Annual letter from Sequoia Fund:

 

http://www.sec.gov/Archives/edgar/data/89043/000114420414013665/v367083_ncsr.htm

 

(thanks Wellmont!)

[VersaillesinNY]

Thanks for sharing!