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Seward & Kissel Market Moments with David Poppe

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.

The discussion in this podcast is for informational purposes only and is not intended and should not be considered to be legal advice, and no attorney-client relationship is being created by this podcast. Attorney advertising.

 

 

The opinions expressed are those of the author(s) and do not necessarily reflect the views of the firm or its clients, or any of its or their respective affiliates. This article is for general information purposes and is not intended to be and should not be taken as legal advice.