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François Rochon: The Optimal Portfolio Strategy | The Acquirer's Multiple®

Summary by Stock Screener - The Acquirer's Multiple®
In a recent interview with The Investor’s Podcast, one of my favorite value investors, François Rochon from Giverny Capital, shared some straightforward advice about building a smart investment portfolio. His main takeaway? Owning between 20 to 25 high-quality stocks gives you the right mix of diversification and concentration for long-term success. Rochon explained that while diversification is important, it shouldn’t come at the expense of qua…
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François Rochon: The Optimal Portfolio Strategy | The Acquirer's Multiple®

In a recent interview with The Investor’s Podcast, one of my favorite value investors, François Rochon from Giverny Capital, shared some straightforward advice about building a smart investment portfolio. His main takeaway? Owning between 20 to 25 high-quality stocks gives you the right mix of diversification and concentration for long-term success. Rochon explained that while diversification is important, it shouldn’t come at the expense of qua…

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Stock Screener - The Acquirer's Multiple® broke the news in on Sunday, March 30, 2025.
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