Author Topic: Two recent articles by Francois Rochon  (Read 24940 times)



stahleyp

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Re: Two recent articles by Francois Rochon
« Reply #1 on: February 08, 2011, 06:13:46 AM »
First time I've heard of this guy. Here is his site and track record for those who are interested.

http://www.givernycapital.com/en/rendements
Paul

Parsad

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Re: Two recent articles by Francois Rochon
« Reply #2 on: February 08, 2011, 11:30:15 AM »
Francois is a terrific guy and good investor.  I've known him for several years.  Cheers!
No man is a failure who has friends!

Partner24

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Re: Two recent articles by Francois Rochon
« Reply #3 on: February 08, 2011, 07:25:08 PM »
I've known some people from his firm for several years too.

They have their niche. They invest mostly in great companies managed by great people for a fair to good price and sometimes keep the shares for a very long period of time. I know that everybody is unique when there no "next something" or "next someone", but even if they are not the same, their investment style reminds me the one they have at Sequoia Fund.

I would feel good to put some part of my family's money in their fund. There is not a lot of investment firms in wich I have that level of trust and confidence!

Cheers!

randomep

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Re: Two recent articles by Francois Rochon
« Reply #4 on: December 25, 2013, 08:31:39 AM »

Hi all,

I want to revive this thread. I am really curious about Giverny Capital, their results are legendary (if true). Does anyone have any first hand experience with them? Anyone a customer?

Also they have stopped posting any reports after the 2012 annual. Does anyone have any quarterly reports they can post?

thanks in advance!

jay21

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Re: Two recent articles by Francois Rochon
« Reply #5 on: December 25, 2013, 01:56:48 PM »

Hi all,

I want to revive this thread. I am really curious about Giverny Capital, their results are legendary (if true). Does anyone have any first hand experience with them? Anyone a customer?

Also they have stopped posting any reports after the 2012 annual. Does anyone have any quarterly reports they can post?

thanks in advance!

There was link to an interview from 2013 on the site: http://www.givernycapital.com/assets/documents/179/TWST_04_15_13_Giverny_Capital_.pdf?1386962107

Some of his picks are : WFC, MTB, UNP, and FAST
@jay_21_

Yours Truly

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Re: Two recent articles by Francois Rochon
« Reply #6 on: December 25, 2013, 07:09:59 PM »
Read his articles on montrealgazette.  He writes an article once or twice a month and usually highlights a potential or current holding of theirs and their rationale.

randomep

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Re: Two recent articles by Francois Rochon
« Reply #7 on: March 16, 2014, 10:51:06 PM »

Giverny Capital final posted their 2013 annual letter. Wow another year of beating the indicies! Can anyone give me a hint as to what they hold right now? :)

http://www.givernycapital.com/assets/documents/184/Giverny_Capital___Annual_letter_2013_web_.pdf?1394797561

PJM

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Re: Two recent articles by Francois Rochon
« Reply #8 on: March 17, 2014, 12:46:32 AM »
His interview last year highlights some of his holdings
http://www.givernycapital.com/assets/documents/179/TWST_04_15_13_Giverny_Capital_.pdf?1386962107

Wells Fargo & Company (WFC); M&T Bank (MTB); Bank of the Ozarks (OZRK); Fastenal (FAST); CarMax (KMX); The Walt Disney Company (DIS); Union Pacific (UNP); Berkshire Hathaway (BRK-A) and JPMorgan Chase & Co. (JPM).

randomep

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Re: Two recent articles by Francois Rochon
« Reply #9 on: March 17, 2014, 05:59:24 AM »
thanks!