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Where Sequoia Finds Value in Retail

Sequoia's David Poppe and Bob Goldfarb make the case for portfolio holdings TJX, Wal-Mart, and Target.

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Mike Breen: You guys are very shareholder friendly. You have a great annual meeting and a transcript that's on your website. And when I read that, David, you seem to have a special knowledge of the retail sector, TJX and some of those stocks. You guys have actually done well in those stocks in a really tough environment over the last few years. You've owned them even longer than that.

Maybe you could talk about some of the things in that sector, and what you're seeing going forward, and what has happened over the last few years?

Michael Breen does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.