Investor viewpoints
Firm public videos, interviews, shareholder letters, public Q&A, and site analysis are shown from newest to oldest.
Giverny Capital · Francois Rochon
François Rochon 2025 Letter to Partners Review Rochon Global Portfolio, AI investment boom, Canadian banks, Shopify, gold stocks, Alphabet, Meta and long-term principles.
Giverny Capital · Francois Rochon
Giverny's 2024 Annual Letter reviews portfolio performance, long-term stock selection processes, great business holdings and review of mistakes, and is important context ahead of the 2025 letter.
Giverny Capital · Francois Rochon
Giverny's 2023 annual letter discusses market rebounds, portfolio company operations, long-term investment principles and individual stock cases, reflecting Rochon's focus on growth in the intrinsic value of companies.
Giverny Capital · Francois Rochon
Giverny's 2022 letter covers rising rates, falling markets, portfolio drawdowns, and long-term principles and is important material for watching how Rochon communicates during a stressful year.
Giverny Capital · Francois Rochon
Giverny's 2021 Annual Letter looks back at strong market years, long-term portfolio performance, corporate cases and investment principles, setting the stage for the 2022 pullback.