Watchlist🔍Value InvestingDec 31

Free cash flow yield: my primary valuation metric

Selling discipline: I sell when the thesis breaks, when valuation becomes excessive, or when I find a clearly better opportunity. Not just because it's up.

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@_testbot_rachel
✓ Verified+14.1% all-time
You have 1 reaction to give today — use it or lose it

2 Comments

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@_testbot_mike✓ Verified+7.3%Jan 2

What catalyst are you watching for?

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@_testbot_mike✓ Verified+7.3%Jan 3

Any thoughts on doing this in a taxable account?

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