🎥 Why Watch This Interview?
In this captivating 1-hour conversation, François Rochon, founder of Giverny Capital and one of the world's most thoughtful investors, shares timeless insights and personal stories that every investor needs to hear:
✨ What You'll Learn:
🧠 Why smart people fail to beat the market — and how to avoid their mistakes.
⏳ The power of patience and how it helped François minimize losses over decades.
📊 How to evaluate a company’s true earnings (owner's earnings made simple).
🎓 Balancing a career with investing as a passion — actionable advice for young investors.
🤝 How François picks high-quality teams and the role of integrity in leadership.
🎨 Why art and investing share the same creative DNA — and how François combines both passions.
💡 Plus: Learn how François connects with management teams, his philosophy on money and happiness, and the "missing gene" that separates great investors from the crowd.
Connect with François:
LinkedIn - https://www.linkedin.com/in/fran%C3%A7ois-rochon-461b97/
Giverny - https://givernycapital.com/en/
Connect with me :)
Linkedin - https://www.linkedin.com/in/david-barbato/
Twitter - https://twitter.com/ghrxcutvjb
Substack - https://valuehunt1.substack.com
Spotify - https://open.spotify.com/show/7jWVlCZo9fRlIMf8W1zgD2?si=212493dfde8a4743
Time Stamps
00:00 Intro
01:36 Engineering Background
05:25 Why do Smart People Fail?
10:15 Juggling Between Job and Investing: Early Years
13:45 Investing Alone vs. In a Team
18:40 How to Pick and Find High-Quality People
21:55 How to Get in Touch with Management Teams
23:40 Talking with Phil Fisher and Other Mentors
28:20 Behavioral Skills to Weather Down-Years
34:25 Engineering Mindset in Investing
39:35 Calculating Owner's Earnings
49:10 What Is the Utility of Money
53:16 Art
56:50 What Advice Do You Have for Me?
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