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François is the only really consistent market beater here. Not like Guy or Monish who reap the benefit of the lucky start. Moreover he passed the 30 years mark - investors killer. Fingers crossed, popcorn and watch…
Another great podcast. On that McDonald's story, I read Grinding It Out (should read it again), loved The Founder. As for that expansion story of Sonneborn being too cautious, expecting a recession, I have read other books that hinted there are advantages to DOING THE OPPOSITE of what would be expected under the market conditions or by your competitors. In McDonald's case, they clearly became too dominant by doing that and surely learned lessons on being cost effective even under lousy conditions. Although bleak situations like late 2008 are among the handful of situations where that's not a good idea. At least if you're relying on banks.
Thank you Francois and Clay, I listen to almost all of the podcasts on this channel, but this was one of the more enjoyable episodes. Francois sounds like a true gentleman and is clearly an icon of his field. We are blessed to have the opportunity to learn from humans such as him 🙏
I like François Rochon, just watched His fund partnership assembly. (Client here). His book is a easy Delight to Read with pictures. Merci pour l'entrevue. Vos conférences sont toujours un plaisir
📌 Check out this video next: ruclips.net/video/Xd2rtzBVmx8/видео.html
⚠ IMPORTANT: Please beware of cyber scams and phishing attacks. We will never ask for your contact info in the comments section. Kindly report suspicious accounts you see below. Thank you!
François is the only really consistent market beater here. Not like Guy or Monish who reap the benefit of the lucky start. Moreover he passed the 30 years mark - investors killer. Fingers crossed, popcorn and watch…
Always enjoy your podcast. Real treasure of knowledge.
So glad to hear that! ♥
Another great podcast. On that McDonald's story, I read Grinding It Out (should read it again), loved The Founder. As for that expansion story of Sonneborn being too cautious, expecting a recession, I have read other books that hinted there are advantages to DOING THE OPPOSITE of what would be expected under the market conditions or by your competitors. In McDonald's case, they clearly became too dominant by doing that and surely learned lessons on being cost effective even under lousy conditions. Although bleak situations like late 2008 are among the handful of situations where that's not a good idea. At least if you're relying on banks.
Thanks for tuning in and sharing your thoughts! 💯
Great discussion. Mind set is the key thing.
Amen! 💡
Thank you Francois and Clay, I listen to almost all of the podcasts on this channel, but this was one of the more enjoyable episodes. Francois sounds like a true gentleman and is clearly an icon of his field. We are blessed to have the opportunity to learn from humans such as him 🙏
Thank you so much for tuning in! ❤
French-ois?
I like François Rochon, just watched His fund partnership assembly. (Client here). His book is a easy Delight to Read with pictures. Merci pour l'entrevue. Vos conférences sont toujours un plaisir
Thank you so much for listening! 🎉
Another one!
🙌