The Sequoia Strategy Composite Q4 2024 Letter January 28, 2025 / CHTR, CNSWF, COF, ELV, ERFSF, Fund Letters, FWONA, FWONB, FWONK, GOOG, GOOGL, ICE, J, KMX, LBRDA, LBRDK, LMGIF, Ruane Cunniff LP, RYCEF, RYCEY, SAP, SCHW, TSM, UMGNF, UNH, UNVGY / By mariocazombo76@gmail.com
Broadcom Stock: A Golden Buying Opportunity On The DeepSeek Drama January 28, 2025 / ASML, ASMLF, AVGO, AVGO:CA, Dhierin Bechai, INTC, INTC:CA, NVDA, NVDA:CA / By mariocazombo76@gmail.com