I have been reading Giverny Capital's annual letters for a period of time.
I have nothing but admiration for the good folks at Giverny. Their investment philosophy and process closely echo mine, but they expressed themselves much better than me.
Reading Giverny's letters will give you a snapshot into my thinking processes involved in operating Castlereagh Equity. Be kind and gentle, as the folks at Giverny has over 20 years of headstart over this one-legged newbie.
Giverny Capital Annual Letter 2013
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2 comments:
Good read, thanks
Thanks for dropping by.
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