Buying Exceptional Businesses & Ignoring the Noise w/ François Rochon (TIP709)
We Study Billionaires
@westudybillionairesAbout
Welcome to the We Study Billionaires YouTube channel by The Investor's Podcast Network! Since 2014, we have been guiding investors and business people of all levels on how to grow financially and personally. Our flagship show, We Study Billionaires, is the largest stock investing podcast show, with more than 185 million downloads. In this channel, you'll get content from the shows We Study Billionaires and Richer, Wiser, and Happier. On We Study Billionaires, we interview and study famous financial billionaires, including Warren Buffett, Bill Gates, and Jeremy Grantham. They teach you what they learn and how you can apply their investment strategies in the stock market. On Richer, Wiser, Happier, William Green interviews high-profile guests such as Howard Marks, Joel Greenblatt, and Ray Dalio. Exploring what they can teach us about success in markets and life. Leverage the lessons we learned from studying billionaires and apply them to your investing journey.
Video Description
Clay and François Rochon discuss long-term investing, emphasizing that buying great businesses at fair prices is key, while market timing is unwise. Volatility, he believes, offers opportunities for investors. What you’ll learn here: 00:00:00 - Intro 00:00:50 - Annual Letter to Partners 00:06:10 - Invest in great businesses 00:11:45 - Level of concentration 00:14:14 - Always be fully invested 00:18:56 - How to calculate owners' earnings 00:28:41 - Podium of Errors 00:31:54 - Four risks to equity investors 00:43:43 - Booking Holdings 00:51:36 - Brown & Brown 00:58:07 - Alphabet 01:05:29 - Outro Transcript & Guest Info: https://www.theinvestorspodcast.com/episodes/the-art-of-long-term-investing-w-francois-rochon/ 🤝 Join Clay and a select group of passionate value investors for a retreat in Big Sky, Montana. Learn more here: https://www.theinvestorspodcast.com/summit Join our highly vetted community of value investors: https://www.theinvestorspodcast.com/mastermind/ Our Sponsors: 📊 Add the Fundrise Flagship Fund to your portfolio in just minutes and with as little as $10. http://fundrise.com/wsb ✍️ Get your paper tablet at reMarkable.com today. https://remarkable.com/?utm_source=podcast&utm_medium=paid&utm_campaign=westudybillionaires|remarkableaudio2025&utm_term=a&utm_content=marchread ▶️ Related Episodes: - Intelligent & Rational Long-Term Investing w/ François Rochon: https://youtu.be/0eOzPgsmD2A - Quality Shareholders by Lawrence Cunningham w/ Clay Finck: https://youtu.be/YvRL77h3xGU - Finding High-Growth & Long-Term Winners w/ Jason Donville & Jesse Gamble: https://youtu.be/tkSejvKdP_o Listen to our episodes here: https://open.spotify.com/show/28RHOkXkuHuotUrkCdvlOP Visit our website: https://www.theinvestorspodcast.com/we-study-billionaires/ Free PDF: Investing for Beginners: 4 Principles of Stock-Picking: https://www.theinvestorspodcast.com/subscribe-youtube/ ⚠️ Disclaimer: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting. #FrançoisRochon #Long-termInvesting #QualityBusiness #GivernyCapital #LettertoPartners
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