In Seward & Kissel’s most recent 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 Giverny Capital Asset Management and partnering with Giverny Capital, the investment philosophy of the firm and the impacts of Covid-19 on the business and its investment research process. He discusses his thoughts on the recent market shift to “value” investing strategies, the GameStop situation and where the market may be heading in the future, given the recent round of additional fiscal stimulus.
Seward & Kissel Market Moments with David Poppe
March 24, 2021