François Rochon: "The Art of Investing: Analyzing Numbers and Going Beyond"

[John Hjorth]

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Listened to it today, and I enjoyed it a lot.

[Cigarbutt]

2017 Annual Report by Giverny Capital.

More of the same from Mr. Rochon.

http://www.givernycapital.com/en/doc/222/Giverny_Capital_-_Annual_Letter_2017_web_.pdf

[John Hjorth]

... More of the same from Mr. Rochon. ...

 

Thank you for sharing, Cigarbutt,

 

It would have been nice, if there were some notification feature to enable on the Giverny Capital site. There isen't.

 

Those gents Mr. Rochon and Mr. Bouchard seem to me to be so much in their very own leauge with regard to holding on to their own thesises & work, persistence & patience, that it is to me almost about mindbogling.

 

If you have any information about how opportunistic they are, your sharing of that will be much appreciated.

[augustabound]

It would have been nice, if there were some notification feature to enable on the Giverny Capital site.

 

I use changedetection.com which I just found out is now visualping.io.

 

Put this link in as the webpage you want monitored http://www.givernycapital.com/en/rapports

 

When Giverny updates their reports page with the new one you will get an email.

[John Hjorth]

Awesome advice augustabound! Thank you for sharing.

[Guest]

Thanks for posting.

 

On page 11, it says "Section for Giverny Capital’s partners only". Is there something omitted from the public letter? If so, anyone know what is it?

[racemize]

Thanks for posting.

 

On page 11, it says "Section for Giverny Capital’s partners only". Is there something omitted from the public letter? If so, anyone know what is it?

 

It's a discussion of current holdings.

[Guest]

ah, that makes sense. thanks race.

[Cigarbutt]

To get closer to what is included in the partners' section, you may want to follow their regular filings.

They have a quite consistent approach and their turnover is relatively low.

Hope that helps.

https://whalewisdom.com/filer/giverny-capital-inc#tabsummary_tab_link

See "summary" and "holdings"