François Rochon: Balancing Self-Confidence and Humility in Portfolio Management

Johnny HopkinsFrancois RochonLeave a Comment

In his 2021 Annual Shareholder Letter, François Rochon compares successful portfolio management to art, suggesting both require individual vision and creativity. He criticizes group decision-making, citing Buffett’s opinion that it’s like “looking in a mirror.” Like artists who avoid complacency after success, good investors need to balance two seemingly opposing … Read More

François Rochon: 4,000% Returns: How Holding Winners Make You Rich (and One Big Regret)

Johnny HopkinsFrancois RochonLeave a Comment

During his recent interview with Compounding Quality, François Rochon explained why taking profits isn’t bad, but it won’t lead to immense wealth. He emphasizes the importance of holding onto winning investments for significant returns. A few big winners can transform your investment journey. Here’s an excerpt from the interview: Q: … Read More