Category: François Rochon

François Rochon: Never Overpay – Even for The Best of Companies

In this interview, Francois Rochon, CIO of Giverny Capital, discusses how a handful of dominant companies—such as Amazon, Apple, Microsoft, and Nvidia—have significantly influenced the S&P 500’s performance in recent years. Their rapid growth has increased their weighting in the index, encouraging more investors to adopt indexing strategies, which further reinforces their dominance.

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.

François Rochon: Preparing for Market Downturns

Are you ready for the next market downturn? François Rochon certainly is. As founder of Giverny Capital, he has spent decades studying and investing in the stock market. His approach is grounded in thorough research and a long-term perspective, allowing him to weather even the most turbulent market conditions. In this interview, Rochon shares his insights on how investors can prepare for market downturns and come out ahead.