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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2 Comments
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@_testbot_mike✓ Verified+7.3%Jan 2What catalyst are you watching for?
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@_testbot_mike✓ Verified+7.3%Jan 3Any thoughts on doing this in a taxable account?
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