'Alphabet (GOOG) Must be Disciplined Over Investment Spending' Says Giverny Capital
Giverny Capital Asset Management LLC, an investment management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be downloaded here.
Hedge Fund - Giverny Capital
News, Interviews, and Investor Letters
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Giverny Capital's Bullish Outlook on Five Below (FIVE) Incorporated
Giverny Capital Asset Management LLC, an investment management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be downloaded here.
'HEICO Corp. (HEI) Should Gain Market Share for Years' According to Giverny Capital
Giverny Capital Asset Management LLC, an investment management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be downloaded here.
Arista (ANET) Networks is One of Giverny Capital's Best Non-Financial Holdings
Giverny Capital Asset Management LLC, an investment management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be downloaded here.
Giverny Capital: "Autohome (ATHM) Inc. is A Terrific Business"
Giverny Capital Asset Management LLC, an investment management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be downloaded here.
Giverny Capital Asset Management's Q4 2020 Investor Letter
Giverny Capital Asset Management LLC, an investment management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be downloaded here.
Liberty Broadband (LBRDA) Stock Is Incredibly Cheap Right Now
On October 12, 2020, Giverny Capital released its Q3 2020 Investor Letter, a copy of which you can download here. The Fund returned 6.50% for the third quarter of 2020.
Why Arista Networks (ANET) Stock is a Compelling Investment Case
On October 12, 2020, Giverny Capital released its Q3 2020 Investor Letter, a copy of which you can download here. The Fund returned 6.50% for the third quarter of 2020.
Is Credit Acceptance Corp (CACC) a Smart Long-term Buy?
On October 12, 2020, Giverny Capital released its Q3 2020 Investor Letter, a copy of which you can download here. The Fund returned 6.50% for the third quarter of 2020.
Is CarMax (KMX) a Smart Long-term Buy?
On October 12, 2020, Giverny Capital released its Q3 2020 Investor Letter, a copy of which you can download here. The Fund returned 6.50% for the third quarter of 2020.
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