The only thing that interferes with my learning is my education. –Albert Einstein
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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.
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.
Thanks Gary for sharing that with readers.
I have attended. Many of their investors are quite old. You don’t have to be a shareholder, just call and find out when they will hold the meeting then attend at their company HQ.
Just go.
I’d be interested in going sometime – I wonder if we could get others from CS Investing to show up if it’s planned far enough in advance?