Sequoia Capital still maintains massive public positions in Unity and DoorDash whose stocks have plummeted 80% and 75% respectively from their all-time highs
I'd love to see an analysis of the long term returns if Sequoia had held onto all of its investments post-IPO for various time windows and for IPOs starting at different dates - or if it had been able to pick the ones to hold with some (potentially poor, given how hard this is) accuracy. It could be incredibly positive or incredibly negative. This looks like it might simply be a good decision facing headwinds.
I'd love to see an analysis of the long term returns if Sequoia had held onto all of its investments post-IPO for various time windows and for IPOs starting at different dates - or if it had been able to pick the ones to hold with some (potentially poor, given how hard this is) accuracy. It could be incredibly positive or incredibly negative. This looks like it might simply be a good decision facing headwinds.