Francois Rochon, Founder & CEO of Giverny Capital, shares his impressive 31-year track record in long-term investing. He delves into his love for art and how it shapes his investment philosophy. Rochon discusses the complexities of navigating market trends, emphasizing risk discipline and prudent valuations. He provides insights on the potential of firms like Dollarama and Novo Nordisk. The conversation also touches on the influence of Generative AI in stock research and timeless investment wisdom, highlighting the importance of behavior over intellect.