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Francois Rochon shares insights on value investing, holding winners, and focusing on great businesses rather than market predictions. He discusses his investment philosophy and lessons learned over decades as a portfolio manager.
François Rochon shares his investment philosophy and approach to building a successful long-term portfolio, focusing on owning great businesses and avoiding market timing.
Explore the world of microcap investing with insights on finding quality businesses, evaluating management, and navigating market inefficiencies.
An in-depth analysis of 2024 stock market performance and introduction of a new US-based portfolio for 2025. Includes insights on market trends, benchmarking, and stock selection criteria.
Jim Masturzo of Research Affiliates discusses asset allocation strategies, market valuations, and investment opportunities for 2025 and beyond.
Learn how to move beyond basic investing approaches and develop a more sophisticated, systematic strategy. This article explores advanced concepts like the Fama-French model and factor investing.
An in-depth look at a diversified stock portfolio worth over $1 million, examining top holdings, investment rationales, and future outlook for companies like Netflix, Amazon, Google, and more.
An analysis of recent trades and portfolio changes from top investors like Warren Buffett, Bill Ackman, and others based on their latest 13F filings.
Explore Warren Buffett's focused investing approach and key principles from Robert Hagstrom's book 'The Warren Buffett Portfolio'. Learn about concentration, valuation, and psychological factors in investing.