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 overvaluation to better opportunities
- How he sizes positions, builds portfolios, and navigates market hype with discipline
- Real-world examples from Amazon, Burford Capital, GROY, and Franco-Nevada
Get a free portfolio review with Jonathan Wellum at https://bit.ly/4erNlRd
Get To Know: Rocklinc's Jonathan Wellum https://youtu.be/ezMiX0FtZ7g
Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH
Chapters:
0:13 - The 6-Point Trigger: How Rocklink Decides to Buy
8:57 - “Macro vs. Micro”: Does Timing Really Beat Valuation?
11:19 - Cash on the Sidelines or All-In? Rocklink’s Stance
16:13 - Pulling the Plug: The Exact Moment Rocklink Sells
24:38 - Beyond DCF: The Valuation Hacks Rocklink Swears By
37:25 - Turning Rocks, Not Portfolios: Ideal Holding Periods
44:37 - Mastering Market Psychology: Keeping Fear in Check
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