rogermunibond Posted August 28, 2013 Share Posted August 28, 2013 http://www.sequoiafund.com/Reports/Transcript13.pdf Always a good read from thoughtful analysts. Link to comment Share on other sites More sharing options...
bookie71 Posted August 28, 2013 Share Posted August 28, 2013 Thanks Link to comment Share on other sites More sharing options...
CorpRaider Posted August 28, 2013 Share Posted August 28, 2013 Thanks for sharing, sir. Link to comment Share on other sites More sharing options...
Guest wellmont Posted August 28, 2013 Share Posted August 28, 2013 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. Link to comment Share on other sites More sharing options...
stahleyp Posted August 28, 2013 Share Posted August 28, 2013 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 ;) :) Link to comment Share on other sites More sharing options...
Guest valueInv Posted August 30, 2013 Share Posted August 30, 2013 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. Link to comment Share on other sites More sharing options...
Guest wellmont Posted August 30, 2013 Share Posted August 30, 2013 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 :) Link to comment Share on other sites More sharing options...
Liberty Posted March 6, 2014 Share Posted March 6, 2014 Annual letter from Sequoia Fund: http://www.sec.gov/Archives/edgar/data/89043/000114420414013665/v367083_ncsr.htm (thanks Wellmont!) Link to comment Share on other sites More sharing options...
VersaillesinNY Posted March 6, 2014 Share Posted March 6, 2014 Thanks for sharing! Link to comment Share on other sites More sharing options...
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