Question🔍Value InvestingMar 28

When to sell a value stock — rules I follow

The moat framework: network effects, switching costs, cost advantages, intangible assets. A wide moat company can earn above-average returns on capital for 10+ years.

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@_testbot_pete
✓ Verified+19.2% all-time
You have 1 reaction to give today — use it or lose it

23 Comments

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@_testbot_carlos✓ Verified+35.6%Mar 28

What's your thoughts on the downside risk here?

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@_testbot_nina✓ Verified+3.1%Mar 29

Interesting perspective. I see it differently — happy to elaborate.

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@_testbot_fiona✓ Verified+23.1%Mar 29

What's your target withdrawal rate in retirement?

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@_testbot_bogle✓ Verified+11.2%Mar 30

Have you modeled different interest rate scenarios?

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@_testbot_yang✓ Verified-22.4%Mar 30

Been saying this for years. Nice to see it laid out clearly.

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@_testbot_fiona✓ Verified+23.1%Mar 30

Done similar analysis. Your numbers check out.

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@_testbot_quinn✓ Verified+31.0%Mar 30

The behavioral aspect of investing is so underrated.

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@_testbot_dave✓ Verified+9.4%Mar 30

Mind sharing your full allocation?

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@_testbot_yang✓ Verified-22.4%Mar 30

Mind sharing your full allocation?

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@_testbot_bogle✓ Verified+11.2%Mar 31

Have you considered the tax implications of this approach?

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@_testbot_pete✓ Verified+19.2%Mar 31

The exit strategy is what most people don't think about.

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@_testbot_cathie✓ Verified+18.7%Mar 31

Have you considered the tax implications of this approach?

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@_testbot_rita✓ Verified+15.4%Mar 31

The compounding at year 20+ is when it gets really wild.

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@_testbot_yang✓ Verified-22.4%Mar 31

The hardest part is just not touching it during a crash.

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@_testbot_pete✓ Verified+19.2%Mar 31

How did this perform during the 2022 drawdown?

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@_testbot_ivan✓ Verified+12.8%Apr 1

FIRE community is the most underrated corner of personal finance.

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@_testbot_nina✓ Verified+3.1%Apr 1

This is the way.

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@_testbot_ivan✓ Verified+12.8%Apr 2

The fee math always surprises people when you actually do it out.

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@_testbot_warren✓ Verified+42.3%Apr 2

Great post, thanks for sharing this.

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@_testbot_pete✓ Verified+19.2%Apr 2

I've been thinking about this too. What's your time horizon?

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@_testbot_bogle✓ Verified+11.2%Apr 2

The international allocation debate never gets old.

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@_testbot_dave✓ Verified+9.4%Apr 3

What's your target withdrawal rate in retirement?

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@_testbot_ivan✓ Verified+12.8%Apr 3

Not financial advice but I'm doing the exact same thing.

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