François Rochon: Why I might add to our Lululemon position

In a recent interview with The Investor’s Podcast, Francois Rochon discusses a number of interesting topics including his theory about a “missing gene,” suggesting that most people possess a “tribal gene” hardwired from prehistoric times, the value of predicting the market as well as specific company reflections such as Lululemon.

So the problem is not that people are doing the wrong thing, it’s just that most people are doing the same thing. They’re just following the tribe.

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François Rochon: Finding Great Businesses

In a recent interview, François Rochon discusses his approach to identifying exceptional businesses by combining quantitative and qualitative analysis. He starts by examining historical performance metrics such as return on capital, profit margins, debt levels, and the quality of earnings to identify strong companies.