Last week François Rochon, founder of Giverny Capital, kindly gave me an hour of his time to talk with him about several investment related topics.
For more information related to Giverny Capital you can visit their webpage: https://givernycapital.com/en/
For more information about Best Anchor Stocks, visit our landing page: https://seekingalpha.com/mp/1399-best-anchor-stocks/articles
Welcome to a new episode of the Best Anchor Stocks podcast. Today, I have the pleasure of talking with Christian Billinger, chairman of Billinger Forvaltning AB, a privately held investment company based in Karlstad, Sweden.
I decided to contact Christian after listening to him speak about quality investing, as I believe the investment style of Billinger Forvaltning is pretty similar to that of Best Anchor Stocks. We focused the conversation on quality investing and on the concept of “hiding in plain sight.”
I have prepared a transcript of the conversation in case you prefer reading it. You can find it in my Substack.
Disclaimer: Nothing said in this conversation should be considered investment advice of any kind. Do your own due diligence. The participants may or may not have positions in the securities discussed.