In a rare interview, legendary investor François Rochon takes us through his process of finding a select group of high-quality companies with sustainable competitive advantages to hold for the long term.

WEALTHTRACK Episode #2220 broadcast November 14, 2025

Listen to the audio-only version here:

François Rochon

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FRANÇOIS ROCHON

Founder, President & Portfolio Manager, Giverny Capital

ACTION POINT

ROCHON: FOLLOW AN INVESTMENT LEGEND’S MAXIM

BOOKSHELF

Richer, Wiser, Happier: How the World’s Greatest Investors Win in Markets and Life by William Green

The Intelligent Investor by Benjamin Graham

One Up on Wall Street by Peter Lynch

The Money Masters by John Train

ONE INVESTMENT

ROCHON: FANTASTIC COMPANIES

In US: Visa Inc (V)
In Canada: Dollarama Inc (DOL – Toronto Stock Exchange)

STOCK, BOND, FUND MENTIONS

Visa Inc (V)
Berkshire Hathaway Inc. Class B (BRK.B)
Alphabet Inc. (GOOG)
Meta Platforms, Inc. (META)
O’Reilly Automotive, Inc. (ORLY)
Brown & Brown, Inc. (BRO)
ResMed Inc. (RMD)
Progressive Corp (PGR)

FROM THE WEALTHTRACK ARCHIVES

François Rochon’s previous appearances on WEALTHTRACK