David Poppe
4 posts
- David Poppe: Arguing With Mr. MarketIn his latest Q4 2021 Letter, David Poppe discusses arguing with Mr. Market. Here’s an excerpt from the letter: At various points we pruned Alphabet, Carmax, Arista Networks, Cr…
- David Poppe: How To Earn Good Returns When You Get Market Sentiment WrongIn his recent presentation at the Ben Graham VIII Annual Conference, David Poppe explains how you can still generate good returns over a longer time-frame, even if you get marke…
- David Poppe: Investing Is A Bit Like Pro SportsIn his latest letter to shareholders, Giverny’s David Poppe explained why investing is a bit like pro sports such as the ones listed on 먹튀사이트. Here’s an excerpt from the letter:…
- David Poppe: Why Investors Miss Out On 100x MultibaggersIn his latest shareholder letter, David Poppe of Giverny Capital discusses the reason why investors miss out of 100x multibaggers. Here’s an excerpt from the letter: A few month…