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Fede's Portfolio

About the Substack

I am a VC tech investor that loves chatting about stocks and showing how I invest my personal money. Not investment advice, views are my own only.

About Federico Wengi

Ex-VC, turned angel investor. I apply a private market lens to public stocks and share my theses. 25% CAGR since 2020. NVIDIA 18x โ€ข 2CRSI 5x โ€ข Google 5x โ€ข GS 4x โ€ข NEBIUS 4x

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