Intelligent & Rational Long-Term Investing w/ François Rochon (TIP626)

Clay is joined by François Rochon to discuss how he’s managed to vastly outperform the market over the past 30 years. Since he started the Rochon Global Portfolio in 1993, his annual returns net of fees have been 13.6%, versus 9.2% for the benchmark.

François’s investment approach is firmly rooted in three principles — patience, humility, and rationality — which are discussed in depth during this conversation.

IN THIS EPISODE YOU’LL LEARN:
00:00:00 - Intro
00:01:18 - The First Hire
00:04:51 - Investment Principles
00:08:56 - You Can’t Predict the Market
00:19:11 - The Tribal Gene
00:24:43 - Stock Market Declines
00:28:11 - Investment Mistakes
00:37:45 - Berkshire Hathaway
00:41:58 - Lululemon
00:45:34 - Intrinsic Value
00:52:45 - Overconfidence
00:58:48 - Favorite Books
01:01:45 - Passion & Investing

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▶️ RELATED EPISODES:
- The Best of the Best w/ François Rochon:    • The Art Of Investing w/ François Roch...  
- Investing In Uncertain Times w/ Joel Greenblatt, Bill Miller, Howard Marks, François Rochon:    • Investing In Uncertain Times w/ Joel ...  
- How to Value Berkshire Hathaway 2024 w/ Chris Bloomstran:    • How to Value Berkshire Hathaway 2024 ...  

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📖  BOOKS MENTIONED:
- How to be Rich by J. Paul Getty: https://amzn.to/44hPfPh
- Money Masters of our Time by John Train: https://amzn.to/44fH6uO
- The Craft of Investing by John Train: https://amzn.to/44fJvp9

Disclosure: Some of the links above are affiliate links that we may earn commission from. This helps keep our show going! 😀

💡 OTHER RESOURCES
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On We Study Billionaires, we interview and study famous financial billionaires including Warren Buffett, Bill Gates, and Ray Dalio. We teach you what we learn and how you can apply their investment strategies in the stock market.

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