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Giverny Capital's Q2 2026 letter highlights Charles Schwab as undervalued despite strong EPS growth, also praising JPMorgan, Mastercard, and Progressive as quality compounders lagging the index despi…
Giverny Capital's Q2 2026 letter highlights Mastercard and JPMorgan as quality earnings compounders whose stocks lag despite strong EPS growth, citing market dispersion and AI-driven momentum chasing.
Giverny Capital's Q2 2026 letter highlights quality holdings like JPMorgan, Progressive, and Mastercard growing EPS despite lagging stock prices, citing market dispersion and AI-driven momentum conce…
Giverny Capital's Q2 2026 letter highlights Progressive Corp (PGR) and mentions JPMorgan as an index constituent with healthy EPS growth but lagging stock price, suggesting a value opportunity amid m…