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David Poppe

Giverny Capital Asset Management, Ruane, Cunniff & Goldfarb

2 interviews in Graham & Doddsville.

• Fall 2025 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 compoundersJudging managementBuilding a firm
• Winter 2018 With John Harris Interview, p. 1 ↗, continues p. 12

  The heirs to Bill Ruane's firm on how they grew as investors, running a concentrated portfolio, and two favorite ideas: Google and Credit Acceptance.

  Companies: Alphabet, Credit Acceptance Quality compoundersPortfolio construction