Arista Networks

Discussed in 1 interview.

Interviews

Fall 2025 David Poppe Giverny Capital Asset Management Interview, p. 43 ↗
David co-founded Giverny Capital Asset Management in 2020. He talks about judging management and three holdings: Progressive, Arista, and Constellation Software after Mark Leonard.
Companies: Progressive, Arista Networks, Constellation Software Quality compounders Judging management Building a firm