Sequoia: Bet Big When You Think You’re Right!

Johnny HopkinsSequoia FundLeave a Comment

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

Sequoia Fund: Top 10 Holdings (Q2 2020)

Johnny HopkinsTop 10 HoldingsLeave a Comment

One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More