Category Archive

In their recent 2021 Annual Report, Sequoia discussed some valuable investing lessons using two real life examples from their portfolio. Here’s an excerpt from the report: Mastercard and a2Milk are two stories with very different conclusions, but they both reveal valuable lessons about the nature of investing, and particularly our … Read More

In this recent interview with Value Investor Insight, Sequoia’s Arman Gokgol-Kline, Trevor Magyar, and Chase Sheridan discuss why long-term value investors fail. Here’s an excerpt from the interview: Q: Is there a risk that the type of high-quality value investing you’ve long espoused becomes too popular and it’s harder to … Read More

In this interview on the Value Investing With Legends Podcast, Chase Sheridan & Will Pan from Ruane, Cunniff & Goldfarb who manage the Sequoia Fund discuss why you shouldn’t try to emulate your investing idols. Here’s an excerpt from the interview: A lot of folks getting into this business want … Read More

In his latest interview on the Invest Like The Best Podcast, John Harris, Managing Partner of Ruane, Cunniff & Goldfarb, and the flagship Sequoia Fund discussed how his lack of conviction cost him significant returns. Here’s an excerpt from the interview: Well, one thing 50 years gives you the opportunity … Read More