Author Topic: Sequoia Fund Investor Day Transcript  (Read 30311 times)

redskin

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Liberty

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Re: Sequoia Fund Investor Day Transcript
« Reply #1 on: September 13, 2011, 09:02:52 PM »
Thanks. Interesting take on Google on p.3
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rogermunibond

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Re: Sequoia Fund Investor Day Transcript
« Reply #2 on: June 01, 2012, 04:50:35 AM »
Sequoia Fund held their 2012 Investor Day on May 23rd, was anyone from the board attending and kind enough to post their notes from the event? Thanks.

rogermunibond

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Re: Sequoia Fund Investor Day Transcript
« Reply #3 on: September 01, 2012, 06:39:28 AM »
Thanks for posting the link!

Liberty

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Re: Sequoia Fund Investor Day Transcript
« Reply #4 on: March 06, 2015, 11:45:13 AM »
I think this is new. Sorry if it has already been posted:

http://www.sequoiafund.com/Reports/Annual/Ann14.pdf
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Jurgis

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Re: Sequoia Fund Investor Day Transcript
« Reply #5 on: March 06, 2015, 12:18:30 PM »
Good letter. I liked their thoughts about their underperformance.
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Liberty

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doughishere

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Re: Sequoia Fund Investor Day Transcript
« Reply #7 on: August 26, 2015, 04:25:04 PM »
Its amazing how much these guys copy off of each other....

Sequoia
Valeant Pharmaceuticals International, Inc.................................28.7%

Pershing Square
25.84% of Portfolio.


Then agian i own a large chunk of some of what these guys own. Hah, I'd give a left nut to be a part of one of these funds.

Liberty

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Re: Sequoia Fund Investor Day Transcript
« Reply #8 on: August 26, 2015, 05:07:27 PM »
Its amazing how much these guys copy off of each other....

Sequoia
Valeant Pharmaceuticals International, Inc.................................28.7%

Pershing Square
25.84% of Portfolio.


Then agian i own a large chunk of some of what these guys own. Hah, I'd give a left nut to be a part of one of these funds.

Ackman is late to the party compared to Sequoia. Not sure when they first bought, but it was years ago.
"Most haystacks don't even have a needle." |  I'm on Twitter  | Interesting podcast on aging research

VersaillesinNY

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Re: Sequoia Fund Investor Day Transcript
« Reply #9 on: August 26, 2016, 04:06:14 PM »
Here you go:

http://www.sequoiafund.com/Reports/Transcript16.pdf

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He is lucky whose vocation is his avocation.
Greg Alexander

My object in living is to unite my avocation and my vocation,
As my two eyes make one in sight.
Robert Frost
« Last Edit: August 27, 2016, 12:21:25 AM by VersaillesinNY »