Jonathan Wellum: Lessons from Buffett, Lynch & Decades of Value Investing

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Sep 18, 2025

Jonathan Wellum, CEO of RockLinc Investment Partners and a seasoned value investor, dives into the timeless principles of value investing. He explains how focusing on fundamentals triumphs over market speculation and the importance of patience. Drawing inspiration from legends like Warren Buffett and Peter Lynch, he highlights the significance of tax efficiency and risk management. Wellum also discusses today's market dynamics, including the 'Magnificent 7' and untapped potential in precious metals, making a strong case for why value investing endures.

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INSIGHT

Think Like A Business Buyer

Value investing analyzes a company's fundamentals, competitive advantage, cash flow, and management before buying.
You buy at a discount to intrinsic value to create a margin of safety and hold for the long term.

ADVICE

Hold Unless Fundamentals Change

Hold good businesses for years or decades unless fundamentals deteriorate or valuation becomes extreme.
Trim holdings only for better opportunities or to maintain a focused 20–25 stock portfolio.

INSIGHT

Short Horizons Become Speculation

Shorter time horizons increase speculation because many short-term drivers are outside your control.
High turnover relies on volatility and momentum rather than business fundamentals.

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💡Want expert guidance from a proven value investor? Get a free portfolio review with Jonathan Wellum at https://bit.ly/3Vl85S7

Value investing has created more wealth than any other strategy, but in today’s world of meme stocks, AI hype, and constant market noise, does it still work? In this interview, Jonathan Wellum, CEO of RockLinc Investment Partners, joins James Connor to explain why value investing remains the most reliable path to building wealth. He breaks down how focusing on fundamentals, patience, and discipline outperforms speculation and trading in the long run.

Jonathan shares lessons from Warren Buffett and Peter Lynch, explains the power of compounding and tax efficiency, and shows how value investors avoid “torpedo stocks” that can wipe out portfolios. He also discusses today’s market challenges, from the dominance of the “Magnificent 7” to overlooked opportunities in sectors like precious metals.

💡Get To Know: Rocklinc's Jonathan Wellum https://youtu.be/ezMiX0FtZ7g

💡Get your Free Gold Investing Report here: https://wealthion.com/gold

💡Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH

💡 Wealthion and SCP Resource Finance will bring together the world’s top silver experts this October in Toronto. Join our accredited investor list here to join us in-person: https://wealthion.com/accredited. To attend virtually, buy your tickets here: https://www.eventbrite.com/e/wealthion-scp-global-silver-virtual-conference-2025-tickets-1685583779459

Chapters:

0:55 - What Exactly Is Value Investing?

3:54 - How Long Is a “Long-Term” Hold?

5:38 - Day Trading vs. Value: What’s the Real Difference?

7:22 - How Value Investing Tunes Out the Noise

14:20 - Berkshire’s Scorecard: How Has Warren Buffett Performed?

16:32 - Taxes: The Hidden Investing Return Killer

19:59 - Canada Check: Capital Gains Up North

20:40 - Risk Management: Avoiding Portfolio Torpedoes

26:26 - Mag 7 & ETFs: Is Fundamental Value Still Relevant?

31:08 - ⭐️Wealthion Golden Nugget: The Big Benefits of Value Investing

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