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Stock impact report

Giverny Capital Asset Management Q3 2024 Letter [Seeking Alpha]

Floor & Decor Holdings, Inc. (FND) 
NASDAQ:AMEX Investor Relations: dictionary.com/browse/floor
Company Research Source: Seeking Alpha
CNSWF IBP HEI SCHW ASHTF KMX META:CA CSU:CA MSFT:CA AMZN:CA NVDA:CA GOOG:CA SCHW.PR.D SCHW.PR.J BRK:CA AAPL:CA ASHTY TSLA:CA HEI.A Giverny Capital Asset Management Follower s Follow Play 13min Summary The GCAM model portfolio saw nearly 40% growth over the past year, driven by strong US corporate earnings and high returns on equity. Despite impressive recent performance, future returns may not be as high; US stocks remain fundamentally strong due to robust earnings growth and high margins. Recent portfolio adjustments include selling Floor & Decor, trimming Progressive and Berkshire Hathaway, and establishing a new position in Medpace Holdings. The US stock market's success attracts global capital, but many Americans feel left out of prosperity, indicating potential shifts in economic sentiment and policy. Yagi Studio/DigitalVision via Getty Images To our clients & friends, For the third quarter and year ended September 30, 2024, the Giverny Capital Asset Man Show less Read more
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