Business:Investing
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.
More Episodes
Moon Capital Management 1Q22
2022-04-11
2022-04-11
Black Bear Value Fund 1Q22
2022-04-11
2022-04-11
Comus Investment 1Q22
2022-04-11
2022-04-11
St. James Investment Company 1Q22
2022-04-09
2022-04-09
Vltava Fund 1Q22
2022-04-07
2022-04-07
St. James Investment Company 4Q21
2022-03-29
2022-03-29
Wedgewood Partners Focus SMID Cap 4Q21
2022-03-29
2022-03-29
Alger Mid Cap Focus Fund 4Q21
2022-03-29
2022-03-29
Alger Spectra Fund 4Q21
2022-03-29
2022-03-29
Alger Small Cap Focus Fund 4Q21
2022-03-29
2022-03-29
Ensemble Fund 4Q21
2022-03-29
2022-03-29
Third Avenue Real Estate Value Fund 4Q21
2022-03-29
2022-03-29
Third Avenue Value Fund 4Q21
2022-03-29
2022-03-29
Third Avenue Small Cap Value Fund 4Q21
2022-03-29
2022-03-29
Carillon Eagle Mid Cap Growth Fund 4Q21
2022-03-29
2022-03-29
Carillon Eagle Small Cap Growth Fund 4Q21
2022-03-29
2022-03-29
Smead Value Fund 4Q21
2022-03-29
2022-03-29
Get this podcast on your
phone, FREE
