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Buy, Hold, Sell: Jonathan Wellum on the Rules of Smart Investing
How do top investors decide when to buy, sell, or hold a stock, and stick with it for decades? In this deep-dive interview, Jonathan Wellum, CEO of RockLinc Investment Partners, breaks down the exact investment process he’s used for 35 years to deliver long-term wealth for clients.
Wellum walks us through:
How to identify durable and great businesses in the right industries
Why discounted cash flow (DCF) is his go-to valuation tool, and how he applies it conservatively
The power of compounding and tax deferral (the Buffett formula in action)
When to sell a stock, from mistakes to…
The skinny
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