Giverny Capital Asset Management 2025 Annual Letter

For the year ending December 31, 2025, the return for Rochon Global Portfolio was 2.7% vs. 13.7% for our benchmark, which ...

AGI Bust, AI Boom: Why AI's Winners And Losers Aren't Who You Think

The market overvalues AGI as LLMs plateau, but BRK.A and UNH leverage AI for gains while others face bubble risks. Find out ...