2025 Graham & Doddsville
On October 24, 2025 David sat down with Graham and Doddsville newsletter to recount his relationship with Francois Rochon, and share some current investment themes within the portfolio. Please click here to view the article.
DAVID POPPE ON GIVERNY CAPITAL ASSET MANAGEMENT’S FIRST YEAR
In Seward & Kissel’s March 11, 2021 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 GCAM and his partnership with Giverny Capital Inc., the firm’s investment philosophy and its investment research process, as well as the current market environment. Seward & Kissel is a leading US law firm with a large practice in financial services and capital markets.
Please click here to view the discussion.
ValueInvestor Insight article 2023
David provides perspective on his 10/2022 recommendation Installed Building Products (IBP) and some insight as to why he likes the fundamentals. Please click here to view the article.
ValueInvestor Insight article 2022
David was interviewed by Value Investor Insight for the October 2022 edition. The article provides his thoughts on several of our portfolio companies. Please click here to view the article.