Sequoia: We're Still Very Comfortable with Berkshire
Sequoia's Bob Goldfarb explains the reasoning behind the fund's trimmed Berkshire stake, as well as their attraction to Fastenal.
Michael Breen is director of operations and training, global manager research, for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc.
Before joining Morningstar in 1994, Breen owned his own business. Previously, he held positions such as managing editor, director of information operations, and director of data products.
Breen holds bachelor’s and master’s degrees in political science from Northern Illinois University.