https://dailysharpe.com/en/c/c4536d6d-7929-55f2-ab7a-c9c087a2030f DailySharpe en 2026-07-17T01:00:55.824Z Sequoia Fund: Sequoia Fund fell 11.04% in Q1 2026, underperforming the S&P 500, while trimming Meta, TSMC, and others to fund new positions. (letter) https://dailysharpe.com/en/c/397bbd44-cdb8-5c03-85d3-a62898f129fb DailySharpe en 2026-07-17T01:00:55.793Z Sequoia Fund: Sequoia Fund fell 11.04% in Q1 2026, underperforming the S&P 500, while trimming Meta, TSMC, and others to fund new positions. (letter) https://dailysharpe.com/en/c/82b02d33-eca9-5da6-b2f7-c4b7c8f33fbc DailySharpe en 2026-07-17T01:00:55.205Z Mason Hawkins: Longleaf Partners lagged early 2026 as markets punished complex earnings, but the fund sees opportunity in undervalued quality companies trading at mid-50s price-to-value. (letter) https://dailysharpe.com/en/c/3a40ee18-e9e4-5397-949e-b2f34eba2eac DailySharpe en 2026-07-17T01:00:55.181Z Mason Hawkins: Longleaf Partners lagged early 2026 as markets punished complex earnings, but the fund sees opportunity in undervalued quality companies trading at mid-50s price-to-value. (letter) https://dailysharpe.com/en/c/75aef1d1-3b72-53c9-bdc0-6300b38fca16 DailySharpe en 2026-07-17T01:00:55.155Z Mason Hawkins: Longleaf Partners lagged early 2026 as markets punished complex earnings, but the fund sees opportunity in undervalued quality companies trading at mid-50s price-to-value. (letter) https://dailysharpe.com/en/c/6b3661de-317e-5ab2-8fea-4340ccdcafac DailySharpe en 2026-07-17T01:00:55.128Z Mason Hawkins: Longleaf Partners lagged early 2026 as markets punished complex earnings, but the fund sees opportunity in undervalued quality companies trading at mid-50s price-to-value. (letter) https://dailysharpe.com/en/c/72ec695d-2823-566d-900e-23339b105de8 DailySharpe en 2026-07-17T01:00:55.105Z Mason Hawkins: Longleaf Partners lagged early 2026 as markets punished complex earnings, but the fund sees opportunity in undervalued quality companies trading at mid-50s price-to-value. (letter) https://dailysharpe.com/en/c/a6512cbc-1d16-5e45-b613-8966604e101b DailySharpe en 2026-07-17T01:00:55.077Z Mason Hawkins: Longleaf Partners lagged early 2026 as markets punished complex earnings, but the fund sees opportunity in undervalued quality companies trading at mid-50s price-to-value. (letter) https://dailysharpe.com/en/c/731060e7-700a-546d-b554-ae3b96080ce8 DailySharpe en 2026-07-17T01:00:55.053Z Mason Hawkins: Longleaf Partners lagged early 2026 as markets punished complex earnings, but the fund sees opportunity in undervalued quality companies trading at mid-50s price-to-value. (letter) https://dailysharpe.com/en/c/643aa8f4-7c59-5f95-8058-0bcb1d5f4755 DailySharpe en 2026-07-17T01:00:55.026Z Mason Hawkins: Longleaf Partners lagged early 2026 as markets punished complex earnings, but the fund sees opportunity in undervalued quality companies trading at mid-50s price-to-value. (letter) https://dailysharpe.com/en/c/b6ff8ccc-1798-5b51-aa80-fb9cad31ed7f DailySharpe en 2026-07-17T01:00:55.001Z Mason Hawkins: Longleaf warns markets have reached speculative extremes, with CAPE at historic highs and AI-driven multiples disconnecting from real FCF. (letter) https://dailysharpe.com/en/c/664bf4f6-a9ef-5f5a-aa73-8f110f2e7628 DailySharpe en 2026-07-17T01:00:54.982Z Mason Hawkins: Longleaf warns markets have reached speculative extremes, with CAPE at historic highs and AI-driven multiples disconnecting from real FCF. (letter) https://dailysharpe.com/en/c/170f3610-73ef-581d-9e16-b6066eb28a28 DailySharpe en 2026-07-17T01:00:54.957Z Mason Hawkins: Longleaf warns markets have reached speculative extremes, with CAPE at historic highs and AI-driven multiples disconnecting from real FCF. (letter) https://dailysharpe.com/en/c/2e606359-c81e-5e4a-bfc0-990843234f38 DailySharpe en 2026-07-17T01:00:54.926Z Mason Hawkins: Longleaf warns markets have reached speculative extremes, with CAPE at historic highs and AI-driven multiples disconnecting from real FCF. (letter) https://dailysharpe.com/en/c/eed38990-7437-5bf3-9175-3feb110c2e51 DailySharpe en 2026-07-17T01:00:54.898Z Mason Hawkins: Longleaf warns markets have reached speculative extremes, with CAPE at historic highs and AI-driven multiples disconnecting from real FCF. (letter) https://dailysharpe.com/en/c/96e4179f-b2d8-56a2-8e26-5e5e68465999 DailySharpe en 2026-07-17T01:00:54.870Z Mason Hawkins: Longleaf warns markets have reached speculative extremes, with CAPE at historic highs and AI-driven multiples disconnecting from real FCF. (letter) https://dailysharpe.com/en/c/448840f4-c19b-5e33-833a-ec4535f77a79 DailySharpe en 2026-07-17T01:00:54.844Z Mason Hawkins: Longleaf warns markets have reached speculative extremes, with CAPE at historic highs and AI-driven multiples disconnecting from real FCF. (letter) https://dailysharpe.com/en/c/acf081d7-8960-52f7-9828-410fd037376a DailySharpe en 2026-07-17T01:00:54.797Z Mason Hawkins: Longleaf warns markets have reached speculative extremes, with CAPE at historic highs and AI-driven multiples disconnecting from real FCF. (letter)