It's been a long time since I have published something on CommonStock as I have been quite busy with work and some personal things, but expect to post more recurrently from now on. I think that the conversation I had with François Rochon, founder of Giverny Capital, was the perfect way to come back to posting here.
François Rochon has achieved a mid double digit CAGR for more than 30 years and has deeply influenced my investing style. I felt fortunate he gave me a bit more than an hour of his time to talk about topics such as valuation, investor psychology, what makes a quality company, mistakes...
You can consume the conversation in the format you prefer:
Hope you enjoy it as much as I did!