Giverny Capital Asset Management 4Q21

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.