31 Comments

Another brilliant article! Compounding quality continues to solidify my investing philosophy, strategy, and techniques. I never fail to learn something new. Please keep it up. Cheers!

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Jan 14, 2023Liked by Compounding Quality

Loved the article thank you, I didn’t know François Rochon

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Jan 13, 2023Liked by Compounding Quality

I get tons of substack emails everyday, but any from Compounding Quality, compounds my investment knowledge! Keep up the good work!!!

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Jan 12, 2023Liked by Compounding Quality

Love your work. Please write once about what it means to „understand a business“. For example, what questions about a business should an investor be able to answer before investing.

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Jan 12, 2023Liked by Compounding Quality

Thanks for a great article and for introducing me to a new awsome investor 🤩

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Thank you for your consolidation of goods investing insights!

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Feb 11, 2023Liked by Compounding Quality

Great article

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Feb 6, 2023Liked by Compounding Quality

Very good article that summarizes an entire investment philosophy. The way in which François Rochon values companies seems to me the clearest and easiest to understand among large investors.

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Jan 17, 2023Liked by Compounding Quality

Thank you for your work. its confusing, but there is a difference between Giverny Capital and Giverny Capital Asset Management. The latter is a joint venture with David Poppe of ex Sequoia (Ruanne Cuniff). I believe the 13f is then from the jv and not Giverny Canada. But yes, a great summary.

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Another great post. I will certainly share this one with students - concise and clear analysis.

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Jan 17, 2023Liked by Compounding Quality

Thank you very much once again. I always learn a lot when i read your articles !

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Jan 17, 2023Liked by Compounding Quality

Monish Pabrai is worth learning from and writing about

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Compounding Quality, well done with this article! We really enjoyed it and learned a thing or three.

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Great piece. Just to let you know: the link to his investment letters does not work. I'd love to read them if there's any way to fix the link. Thank you for all that you're doing.

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