Arman Gokgol-Kline and his colleagues walk through the biggest changes to the legendary Sequoia Fund and why they have trimmed a number of holdings.
Arman Gokgol-Kline and the investment team from Ruane Cunniff discuss their investment performance for 2023 and provide an update on Rolls Royce, Charles Schwab and a new position at Ashtead.
Back in May, Ruane, Cunniff & Goldfarb held their annual Investor Day. They have now been kind enough to post a transcript of the meeting and presentation on their website, so those of us who are not investors can still follow their thoughts and assessment of companies.
In Sequoia’s Q4 2022 update, Arman Gokgol-Kline, Partner and member of their Investment Committee, gives his assessment of several interesting companies in their portfolio. The discussion has a particular focus
