Leandro's avatar
$133.5m follower assets
Great content on quality investing alert!
François Rochon, founder of Giverny Capital, has achieved a 30-year 15.7% CAGR.

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His annual letters are a must read for any LT quality investor.

I compiled them all in one PDF (+350 pgs). You can download it from the link below!

SLT Research's avatar
Thanks for compiling everything @invesquotes
Leandro's avatar
@slt_research You are welcome!
Seoshin's avatar
Mannn thank you for this! Got really interested about him after the podcast with William Green. Such an awesome interview. A lot of his principles ring true to me also.

Here's from Value investor insight! another valuable peek into his inner workings also!
Leandro's avatar
@seafarerinvestor There's also a great Google talk on Youtube!
Seoshin's avatar
@invesquotes not sure if this will still see some exposure but here’s a link to another podcast interview he did. Awesome questions from the host also.

And this one is kinda just a banter between why Rochon chose EPS for growth.

Leandro's avatar
@seafarerinvestor Thanks for the share!
Dave Ahern's avatar
Thank you Leandro! Got some reading to do 😄😄
Reasonable Yield's avatar
Underrated investor right here
Joshua Simka's avatar
Wow, what an undertaking, @invesquotes! Thank you for sharing. Maybe consider sharing as well on some place like Scribd? I've found compilations of investor letters and similar material on there--and on Scribd you can also easily download searchable (!!) versions of the classic investing books by Peter Lynch, Graham, Jeremy Siegel...
Leandro's avatar
@tomato I have actually never heard of Scribd!
Rihard Jarc's avatar
Thanks Leandro! Great trackrecord!