We Study Billionaires - The Investors Podcast

IN THIS EPISODE, YOU’LL LEARN: 02:51 - How François Rochon began his market-beating investment journey three decades ago. 08:12 - How the “margin of safety” concept guides him in business, markets, & life. 10:14 - How to succeed by investing in great companies at reasonable valuations. 12:12 - Why it’s critical for investors to have a long time horizon. 15:37 - How to become a better investor by cultivating humility & preparing for disappointment. 16:48 - What he learned from Warren Buffett about the importance of owner’s earnings. 21:47 - Why François resists the temptation to overpay, even for great companies. 25:12 - Why he highlights his investment mistakes in an annual list called the Podium of Errors. 34:03 - How to survive & thrive by taking a middle-of-the-road approach to diversification.  38:30 - Why he believes that market predictions are a waste of time. 40:24 - How he handles bear markets emotionally & uses them to improve his portfolio. 43:10 - Why he loves companies like CarMax, Vis