David Poppe: Arguing With Mr. Market

Johnny HopkinsDavid Poppe1 Comment

In his latest Q4 2021 Letter, David Poppe discusses arguing with Mr. Market. Here’s an excerpt from the letter: At various points we pruned Alphabet, Carmax, Arista Networks, Credit Acceptance, Eurofins, and JP Morgan. Of those, we reduced JP Morgan to make room for M&T Bank, but the others were … Read More