Information Sources and Sequoia Transcript

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Sequoia Transcript

Thanks to their emails I came across the recent 2011 Sequoia Fund Transcript: http://www.sequoiafund.com/Reports/Transcript11.pdf

If you read the transcript of these professional investors talking about companies, you will learn. Note on page 7 the discussion of the high rates of return in the auto parts business. Why do Autozone, O’Reilly and Advance earn double digit returns on capital? A good research project. Go the extra step to become a better investor.

4 responses to “Information Sources and Sequoia Transcript

  1. for the Sequoia fund, you can actually get transcripts going back to 04. just use the same URL, but change the number at the end. For example:
    http://www.sequoiafund.com/reports/transcript10.pdf

    Does anyone here go to the meeting? I was thinking of dropping my IRA contribution into a direct account with them just so I can attend.

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