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The Infant Learner
Some stuff I read this week:
A. This week’s Special:- François Rochon: “The Art of Investing: Analyzing Numbers and Going Beyond”
Francois Rochon was educated as an engineer at the École Polytechnique of Montreal. After graduating with his Masters Degree (in Science), he worked as a researcher and network engineer for INRS-Telecom and Teleglobe Canada. Following his lifelong passion for investing, he decided to focus his career on professional money management. After managing family accounts between 1993 and 1996, he joined Montrusco & Associates as an analyst and was then promoted to Portfolio Manager. At Montrusco, Francois managed US accounts totaling more than $250 million. In December 1998, Francois founded Giverny Capital in order to offer investment management services to clients based on his investment philosophy of owning outstanding companies for the long term. He also sits on various boards of directors.
Recently, he delivered a lecture at Google Talk. Kindly access to the below link to the detailed lecture:
Francois Rochon Lecture at Google Talk
B. Entrepreneurial Diary
C. Other Stories
Naked Brands ( ME )
Waiting for Godot ( LI )
How To Read Financial News ( CF )
So Charlie, Should We Invest in India? ( GD )
How Does Something Like Bitcoin Happen? ( AW )
Alpha Moguls With SageOne’s Samit Vartak ( YT )
Personal finance lesson from Enron Bankruptcy ( JZ )
The Interesting Story of the Founding of the Fed ( BH )
An Evening with Howard Marks, Chairman of Oaktree ( YT )
Someone Will Always Be Getting Richer Faster Than You ( GF )
Buying Stocks at 52-week Highs: Presentation and Summary ( CM )
“I read everything: annual reports, 10k’s, 10q’s, biographies, histories, five newspapers a day. On airplanes, I read the instructions on the backs of seats. Reading is key. Reading has made me rich over time” – Warren Buffett
“I constantly see people rise in life who are not the smartest, sometimes not even the most diligent, but they are learning machines. They go to bed every night a little wiser than they were when they got up and boy does that help, particularly when you have a long run ahead of you” – Charlie Munger
You have to apply yourself each day to becoming a little better. By applying yourself to the task of becoming a little better each and every day over a period of time, you will become a lot better”- Carol Dweck