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!
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.
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.
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.
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!
Lovely. Thank you, Eric!
What did you think of the length of this article? Was it too long?
Not at all. Just right.
Loved the article thank you, I didn’t know François Rochon
Thank YOU for reading it!
I get tons of substack emails everyday, but any from Compounding Quality, compounds my investment knowledge! Keep up the good work!!!
You have no idea how much this means to me. Thank you very much, Mohammed!
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.
We will write one about this topic!
Thanks for a great article and for introducing me to a new awsome investor 🤩
Thank you very much for your feedback.
In your opinion, was the article too long?
No, it was interesting. No problem at all to read through. Keep em coming 👍🏽
Thank you for your consolidation of goods investing insights!
Thank YOU for reading it.
His annual letters are very good. Highly recommended.
Great article
Thank you very much, Gian!
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 very much. The best investors in the world are able to simplify complex subjects.
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.
Here you can find his portfolio: https://www.dataroma.com/m/holdings.php?m=GC
Another great post. I will certainly share this one with students - concise and clear analysis.
Thank you, Douglas. As a child, I always wanted to become a teacher. Means a lot to me.
Thank you very much once again. I always learn a lot when i read your articles !
Thank YOU for reading it and your kind reaction. :)
Monish Pabrai is worth learning from and writing about
100%. We'll write one about Pabrai one day!
Compounding Quality, well done with this article! We really enjoyed it and learned a thing or three.
Thank you. Means a lot to us!
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.
Hi,
You can read them here: https://drive.google.com/file/d/1YoO_-nQZA1LuTDSQlNU2XYG50Dtnhaun/view
Awesome! Thank you so much.