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The Buy and Hold Stocks Debate: Does It Actually Work?
Adam Parker of Trivariate Research put out a piece called "Buy and Hold Doesn't Work," and Josh Brown and Michael Batnick spent their Tuesday show on it. I took it personally at first, since Rigatoni Capital is built for long-term buy and hold investors, and then I slept on it and woke up realizing something about myself. I am more of an active investor than I like to admit. I recap my portfolio every day, I know why I own every name, and some days I buy the dip while other days I take profits.
You are never married to a position, you are dating it long term for as long as the story works…
The skinny
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