Diversification is protection against ignorance. If you know what you own, you don't need to own fifty things.

concentrated-investingphilosophySequoia Fund shareholder presentation, 1992

The best business is one that almost runs itself and keeps getting more valuable. Find those businesses and do nothing.

business-qualitybuy-and-holdRuane, Cunniff internal communications, 1985

Warren told me to start the fund. I trusted his judgment. Thirty years later I'm still glad I did.

buffettsequoia-fundInvestment conference, 2000

Patience is not passive. It is active discipline applied over time.

disciplinelong-termRuane, Cunniff shareholder letter, 1995

The market will give you your price eventually. The question is whether you can wait long enough without flinching.

market-psychologypatienceHarvard Business School alumni event, 2002