[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  TheStockBro [@TheStockBro](/creator/twitter/TheStockBro) on x 2526 followers Created: 2025-07-06 21:13:04 UTC $BRK.B $NVO $GOOG $DIS $BLDR $JPM $MA $COF $YUMC $MSFT $SPY $COST $FI $ISRG $AAPL $META $V $HEI $PGR $SBUX $ANET $BKNG $LULU $SCHW $FND $MKL Francois Rochon & Giverny Portfolio Q1 2025 Investing Strategy: Long-Term Value Investing "We are looking for business masterpieces. We don't want to own XXX companies in our portfolio, because then we would have to include some average companies… We do not invest in stocks, we own fractions of businesses. Our performance is tied to the long-term evolution of the owner's earnings of the companies we own… Patience is an important virtue in our approach. We are not afraid to keep a stock that underperforms for a few years if we believe in its long-term potential… Investing is a mix of art and science. The science is in the analysis of numbers, the art is in the evaluation of the human side of businesses… It is futile to try to predict when a correction will occur or how big it will be. We simply prepare ourselves mentally for it and try to take advantage of it when it happens… To be a good investor, you need to be rational, you need to be humble, and you need to be patient.” -Francois Rochon Founder, Giverny Capital  XXXXX engagements  **Related Topics** [mkl](/topic/mkl) [hei](/topic/hei) [meta](/topic/meta) [spy](/topic/spy) [msft](/topic/msft) [jpm](/topic/jpm) [dis](/topic/dis) [goog](/topic/goog) [Post Link](https://x.com/TheStockBro/status/1941968667048087889)
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TheStockBro @TheStockBro on x 2526 followers
Created: 2025-07-06 21:13:04 UTC
$BRK.B $NVO $GOOG $DIS $BLDR $JPM $MA $COF $YUMC $MSFT $SPY $COST $FI $ISRG $AAPL $META $V $HEI $PGR $SBUX $ANET $BKNG $LULU $SCHW $FND $MKL
Francois Rochon & Giverny Portfolio Q1 2025
Investing Strategy: Long-Term Value Investing
"We are looking for business masterpieces. We don't want to own XXX companies in our portfolio, because then we would have to include some average companies…
We do not invest in stocks, we own fractions of businesses. Our performance is tied to the long-term evolution of the owner's earnings of the companies we own…
Patience is an important virtue in our approach. We are not afraid to keep a stock that underperforms for a few years if we believe in its long-term potential…
Investing is a mix of art and science. The science is in the analysis of numbers, the art is in the evaluation of the human side of businesses…
It is futile to try to predict when a correction will occur or how big it will be. We simply prepare ourselves mentally for it and try to take advantage of it when it happens…
To be a good investor, you need to be rational, you need to be humble, and you need to be patient.” -Francois Rochon Founder, Giverny Capital
XXXXX engagements
