I must admit that it was not my intention to write about this topic in today’s article. For the past month, I’ve been going over François Rochon’s shareholder letters, and the plan was to cover his investment philosophy. After writing it for a large part of my Saturday, I decided to stop and postpone the write-up for next Sunday, if possible.
Looking forward to reading more as you expand on the idea.
Thoughtfull as always. Thank you for sharing it with us!