Speedwell Research
@speedwellresearch.bsky.social
📖 Free Newsletter & Memos: http://Speedwellmemos.com 🎧 The Synopsis Podcast: https://speedwellresearch.com/media/ ⬇️ For our In-depth Research go to SpeedwellResearch.com
François Rochon is a well known investment manager who has compounded at ~15% annualized for 30 years (!)
In 2002 though he was much more obscure.
A single stock was 20% of his portfolio.
Below he shares his thoughts on selling and other mistakes.
(1/x)
In 2002 though he was much more obscure.
A single stock was 20% of his portfolio.
Below he shares his thoughts on selling and other mistakes.
(1/x)
November 25, 2024 at 10:29 PM
François Rochon is a well known investment manager who has compounded at ~15% annualized for 30 years (!)
In 2002 though he was much more obscure.
A single stock was 20% of his portfolio.
Below he shares his thoughts on selling and other mistakes.
(1/x)
In 2002 though he was much more obscure.
A single stock was 20% of his portfolio.
Below he shares his thoughts on selling and other mistakes.
(1/x)
November 25, 2024 at 10:25 PM