John Hjorth Posted March 16, 2018 Share Posted March 16, 2018 . Listened to it today, and I enjoyed it a lot. Link to comment Share on other sites More sharing options...
Cigarbutt Posted March 23, 2018 Share Posted March 23, 2018 2017 Annual Report by Giverny Capital. More of the same from Mr. Rochon. http://www.givernycapital.com/en/doc/222/Giverny_Capital_-_Annual_Letter_2017_web_.pdf Link to comment Share on other sites More sharing options...
John Hjorth Posted March 25, 2018 Author Share Posted March 25, 2018 ... More of the same from Mr. Rochon. ... Thank you for sharing, Cigarbutt, It would have been nice, if there were some notification feature to enable on the Giverny Capital site. There isen't. Those gents Mr. Rochon and Mr. Bouchard seem to me to be so much in their very own leauge with regard to holding on to their own thesises & work, persistence & patience, that it is to me almost about mindbogling. If you have any information about how opportunistic they are, your sharing of that will be much appreciated. Link to comment Share on other sites More sharing options...
augustabound Posted March 25, 2018 Share Posted March 25, 2018 It would have been nice, if there were some notification feature to enable on the Giverny Capital site. I use changedetection.com which I just found out is now visualping.io. Put this link in as the webpage you want monitored http://www.givernycapital.com/en/rapports When Giverny updates their reports page with the new one you will get an email. Link to comment Share on other sites More sharing options...
John Hjorth Posted March 25, 2018 Author Share Posted March 25, 2018 Awesome advice augustabound! Thank you for sharing. Link to comment Share on other sites More sharing options...
Guest Posted March 25, 2018 Share Posted March 25, 2018 Thanks for posting. On page 11, it says "Section for Giverny Capital’s partners only". Is there something omitted from the public letter? If so, anyone know what is it? Link to comment Share on other sites More sharing options...
racemize Posted March 25, 2018 Share Posted March 25, 2018 Thanks for posting. On page 11, it says "Section for Giverny Capital’s partners only". Is there something omitted from the public letter? If so, anyone know what is it? It's a discussion of current holdings. Link to comment Share on other sites More sharing options...
Guest Posted March 26, 2018 Share Posted March 26, 2018 ah, that makes sense. thanks race. Link to comment Share on other sites More sharing options...
Cigarbutt Posted March 26, 2018 Share Posted March 26, 2018 To get closer to what is included in the partners' section, you may want to follow their regular filings. They have a quite consistent approach and their turnover is relatively low. Hope that helps. https://whalewisdom.com/filer/giverny-capital-inc#tabsummary_tab_link See "summary" and "holdings" Link to comment Share on other sites More sharing options...
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