2023 Annual Investor Meeting
On October 6, 2023 Giverny Capital Asset Management held our second annual investor meeting. David shares observations on the market , insights on the portfolio construction and future earnings expectations. Please click here to view the video. Access restricted to clients.
David Poppe delivered the keynote address at the Ben Graham VIII annual conference on June 14, 2021. To view, click here.
DAVID POPPE ON GIVERNY CAPITAL ASSET MANAGEMENT’S FIRST YEAR
In Seward & Kissel’s March 11, 2021 Market Moments conversation, Paul Miller speaks with David Poppe, President and Co-Founder of Giverny Capital Asset Management, LLC. David provides his insights on the launch of GCAM and his partnership with Giverny Capital Inc., the firm’s investment philosophy and its investment research process, as well as the current market environment. Seward & Kissel is a leading US law firm with a large practice in financial services and capital markets.
Please click here to view the discussion.
ValueInvestor Insight article 2023
David provides perspective on his 10/2022 recommendation Installed Building Products (IBP) and some insight as to why he likes the fundamentals. Please click here to view the article.
ValueInvestor Insight article 2022
David was interviewed by Value Investor Insight for the October 2022 edition. The article provides his thoughts on several of our portfolio companies. Please click here to view the article.
Investment Letters