I don’t know that I’ve ever seen an investor take the kind of beating Bill Ackman is taking at Pershing Square — and, of course, he brought it on himself with his very public pronouncements on his portfolio companies. One year does not determine whether you’re a “good” or a “bad” investor, but I do […]
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We continue to see worrisome commentary about market valuations, with hand-wringing about whether the stock market is overvalued or might be in a bubble… and it can get a bit draining, frankly. Caution is important, diversification is important, but worrying does us little good. Yes, investors are paying a steep price for anticipated growth in […]
Most of us are self-directed investors, for good or ill — you’re probably here because you like researching or trading stocks, and I obviously feel the same. But should we be trusting ourselves to manage our money? I know that sounds like a fatuous question — obviously, we should trust ourselves much more than we […]
This teaser email came in a week or so ago, from another Stansberry service, Extreme Value by Dan Ferris. Here’s how they whet our appetite: “In 17 days… The 19,900% Mutual Fund Could Close for Good… “MSNBC says… “Get in line early for this fund.” “It’s been called the “Holy Grail” of mutual funds…” Nice, […]
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started looking after the video the company I think he is talking about and is also backed by sequoia capital and is as...
Just saw that promo now. He says that the company is backed by Sequoia Capital. If you go to Sequioacap.com You can see...
Travis, I can’t find away to buy this stock at $4.00 per share. You are right if it traded on the London or Taiwan exc...
$NVS np New data is out on anti-VEGF treatments for wet ARMD. The future appears to hold quarterly dosing of anti-VEGF ...
I do not have money in Sequoia anymore. Two that I have substantial positions in now are DoubleLine's DSEEX, which I've...
Thanks, Travis. Since you mentioned your mutual fund holdings at the end, I'm curious to know if you have any actively m...
These look like coastal redwoods of Northern CA. and Southern Oregon. These are small trees probably regrowth from being...
I dramatically reduced my Sequoia allocation when Valeant started really falling -- but I think that was their one huge ...
It is indeed -- that and Andrew Left's coverage make things look terrible for Valeant, which to me is somewhat of a blac...
Sequoia is a good fund. And yet, it's returns over;In this instance, 30 years, are not isolated, or particularly uniqu...
I hate to be the party pooper, but folks really need to look dispassionately at the performance of these well regarded f...
Good one, Sage -- Ken is on the cover of Fortune this month, he's certainly hot as can be the last couple years with CGM...
Thanks for an excellent analysis, as I had been wondering whether Sequoia was worth buying into. NOTE: The Dodge & C...
Hi EYoung. Some funds give details about this, as Sequoia does on their website, but Morningstar is good about sharing ...
Just a comment on the small companies with "breakthrough" technology. A few years ago I read up on a small company with ...