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Giverny Capital Asset Management 4Q21
Giverny Capital Asset Management, 4th Quarter 2021
Letter by David M. Poppe
Top 10 holdings: $GOOG $KMX $ANET $SCHW $CNSWF $PGR $CACC $SSNC $HEI $FB2A.BE
Companies discussed: $Z $CME $CIEN $JPM $ERFSF $FRC
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @CapitalLit on Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
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By Capital Literature by @sebidscapGiverny Capital Asset Management, 4th Quarter 2021
Letter by David M. Poppe
Top 10 holdings: $GOOG $KMX $ANET $SCHW $CNSWF $PGR $CACC $SSNC $HEI $FB2A.BE
Companies discussed: $Z $CME $CIEN $JPM $ERFSF $FRC
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @CapitalLit on Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
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