2min chapter

We Study Billionaires - The Investor’s Podcast Network cover image

RWH016: The Best Of The Best w/ François Rochon

We Study Billionaires - The Investor’s Podcast Network

CHAPTER

Is There a Short List of Companies?

I remember reading that your firm tracks about 350 stocks very closely. So you have this list of companies that you're just kind of tracking and waiting for the moment when they become cheap enough for you to buy. But out of those 300 or so, there's probably 80, 90 or perhaps 100 companies that really it depends just on the price. If the price was low enough or the valuation was reasonable enough, we would invest. Yes. I mean, all the great investments I think are done were very simple businesses. The valuation was reasonable and I knew the manager knows great.

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