Giverny Capital Asset Management Q2 2026 Investment Letter
Giverny Capital reviews Q2 2026 results, highlighting performance dispersion and the impact of the AI investment surge. Read the full analysis for more details.
Quick take
Read original at Seeking Alpha Giverny Capital Asset Management's model portfolio performed well in Q2 2026, with companies like Charles Schwab, JP Morgan, Mastercard, and Progressive Corp. growing earnings per share at healthy rates. Despite this, their stock prices lagged, with Schwab down 8% and Mastercard down 10% in the first half of 2026. The firm added to these positions, citing long-term potential.
Summarised by netranta from Seeking Alpha. Open the original for the full story.
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