TIP709: The Art of Long-Term Investing w/ François Rochon
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You're listening to TIP. On today's episode, I'm pleased to welcome back Investing Legend Francois Rochon. Since Francois started the Roshan Global Portfolio in 1993, He's compounded capital at 13.6% per year on average net of fees. And the S<unk>P 500 compounded at 10.6% over that same time period.
Franchois firmly believes that buying great businesses at fair prices is the key to success as a long-term investor. He also believes that trying to time the market is a fool's errand. And that stock price volatility is a gift to investors seeking to beat the market. During this conversation, we discuss why Francois spends the time to write a letter for his partners each year. His takeaways and lessons from 2024
How concentrated he prefers to make his fund. Why Javerne Capital will always remain fully invested and not try to time the market, The four key risks for equity investors to consider Why Franchois recently made booking holdings and brown and brown core positions in his portfolio? His updated views on Alphabet
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