François Rochon is one of the best quality investors in the world. Over the last 30 years, he returned more than 6.000% to shareholders (15.7% per year). You can find everything you need to know about Rochon in this article.
Another brilliant article! Compounding quality continues to solidify my investing philosophy, strategy, and techniques. I never fail to learn something new. Please keep it up. Cheers!
Loved the article thank you, I didn’t know François Rochon
I get tons of substack emails everyday, but any from Compounding Quality, compounds my investment knowledge! Keep up the good work!!!
Love your work. Please write once about what it means to „understand a business“. For example, what questions about a business should an investor be able to answer before investing.
Thanks for a great article and for introducing me to a new awsome investor 🤩
Thank you for your consolidation of goods investing insights!
Very good article that summarizes an entire investment philosophy. The way in which François Rochon values companies seems to me the clearest and easiest to understand among large investors.
Thank you for your work. its confusing, but there is a difference between Giverny Capital and Giverny Capital Asset Management. The latter is a joint venture with David Poppe of ex Sequoia (Ruanne Cuniff). I believe the 13f is then from the jv and not Giverny Canada. But yes, a great summary.
Another great post. I will certainly share this one with students - concise and clear analysis.
Thank you very much once again. I always learn a lot when i read your articles !
Monish Pabrai is worth learning from and writing about
Compounding Quality, well done with this article! We really enjoyed it and learned a thing or three.
Great piece. Just to let you know: the link to his investment letters does not work. I'd love to read them if there's any way to fix the link. Thank you for all that you're doing.