In 30 years, François Rochon achieved an annualized return of 15.1% compared to the 10,6% of the S&P 500. Here is everything you need to know to achieve results like this.
Believe your holdings chart was based on 12/31 holdings (assuming you were using the 13F); since then, a number of these holdings have been cut--particularly Five Below--to fund increases in smaller positions such as Kinsale Capital.
fyi, LVMH is at the same P/FCF as in 2011
True! But, I would argue it is less of a good opportunity now than back in 2011, growth-wise.
Sure! While on the subject, it would be interesting to see what is in the Giverny global portfolio (as the 13F only reports on US domiciled holdings).
Believe your holdings chart was based on 12/31 holdings (assuming you were using the 13F); since then, a number of these holdings have been cut--particularly Five Below--to fund increases in smaller positions such as Kinsale Capital.
You're right, I edited that part! Thank you for the keen eye. ;-)