Tracking Yacktman Asset Management Portfolio – Q4 2024 UpdateBy mariocazombo76@gmail.com / January 31, 2025
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-Led Sell Off In Big Tech And Nvidia Likely Overdone January 28, 2025 / GOOG, GOOG:CA, GOOGL, Manuel Paul Dipold, META, META:CA, MSFT, MSFT:CA, NVDA, NVDA:CA / By mariocazombo76@gmail.com