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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
DeepSeek Thankfully Pricks The AI Bubble January 28, 2025 / DJI, Lawrence Fuller, NDX, NVDA, RSP, SP500, SPY / By mariocazombo76@gmail.com
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