Released June 14th, 2021
John Harris - Resilience and Imagination
John Harris is the Managing Partner of Ruane, Cunniff & Goldfarb, the flagship Sequoia Fund. We cover John’s approach to finding businesses that can be owned for the long-term, what goes into their diligence process, and the importance of resilience for investors.
Professional Investors
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Brad Gerstner, Rich Barton - Thriving in Changing Markets
Brad is the founder of Altimeter Capital. Rich is the founder/CEO of Zillow and also founded Expedia & Glassdoor. We cover Rich’s “power to the people” strategy, going public through SPACs vs. IPOs, and using big hairy audacious goals to build a great company.
Wayfair: Niraj Shah & Steve Conine
The origin story of Wayfair as told by its cofounders on "How I Built This".
Conversation With Sequoia Fund's Managers
A conversation with Arman Kline and Trevor Magyar, who serve on the Ruane investment committee.
Fastenal: 25 Years of "Growth Through Customer Service"
A brief history of Fastenal highlighting key events and milestones.
Interview with John Harris & David Poppe
A written interview diving more into John's background and on Ruane's investing principles & holdings.
Business Lessons from Mark Leonard
An examination of Constellation Software's CEO Mark Leonard's shareholder letters and the valuable business lessons contained within.
The Day Volkswagen Briefly Conquered The World
A detailed look into the short squeeze of Volkswagen in 2008.