Preview
Taking the Time
12/31/2025François Rochon of Giverny Capital describes why he seems to be better than most at holding on to winners, how he's thinking about Berkshire Hathaway's shares entering the post-Buffett era, why he recently gave up on a long-time favorite, and what he thinks the market is missing today in Booking, Universal Music, Walt Disney and Brown & Brown.
If you are a subscriber, log in to access the issue and bonus archive:
- To subscribe, please visit our subscription page.
- To buy this single issue now, please click here.