28min chapter

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Q4 Investor Audibles: Massif Capital (GMIN), Marlton Partners (BOL.PA, JGC.LN, PRSR.LN, JARA.LN, API,LN), Giverny Capital (MTB, ALGN, MEDP, IBP, FISVA,SHTF, FERG, KNSL)

Value Hive Podcast

CHAPTER

Intro

This chapter evaluates Giverny Capital's investment performance for Q4 2024, examining both successful and underperforming portfolio assets amidst market trends influenced by large tech firms. It also explores their strategic focus on underrepresented mid-cap stocks, detailing specific holdings and future growth prospects.

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