Please check out 2nd quarter fund manager letters page and stay tuned for more updates.
"Look for 3 things in a person. Intelligence, Energy, & Integrity. If they don't have the last one, don't even bother with the first two." Warren Buffett
"What you have to learn is to fold early when the odds are against you or if you have a big edge, back it heavily because you don’t get a big edge often. Opportunity comes, but it doesn’t come often, so seize it when it does come." Charlie Munger
Spotify’s Moats, Management, and Unit Economics by Travis Wiedower
Sequoia Fund Investor Day Transcript
Third Point Letter to Sony $SNE
Tandy Leather Factory, Inc. (TLF) Write up by Sorfis Investments, LLC (Value Investing World)
Picks from the Pros by Ryan Derousseau (Money Magazine)
Share buybacks. Overt vs. Covert (a very big difference) by Max Reports
Matthew Griffith Spotify Technology $SPOT presentation at VALUEx Vail on June 14th, 2019
Brand Finance Spirits 50
Extreme Makeover: Rich Barton Has A $700 Million Stake In Zillow And Plans To Turn It Into A Home-Flipping Machine - by Samantha Sharf (Forbes Magazine) $ZG
Top 100 Global Brands by BRANDZ
Sequoia Fund Investor Day Transcript
Chewy.com And The Rise Of “Pet Humanization” by Trevor Muchedzi, CFA
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