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.
23 Comments
What's your thoughts on the downside risk here?
Interesting perspective. I see it differently — happy to elaborate.
What's your target withdrawal rate in retirement?
Have you modeled different interest rate scenarios?
Been saying this for years. Nice to see it laid out clearly.
Done similar analysis. Your numbers check out.
The behavioral aspect of investing is so underrated.
Mind sharing your full allocation?
Mind sharing your full allocation?
Have you considered the tax implications of this approach?
The exit strategy is what most people don't think about.
Have you considered the tax implications of this approach?
The compounding at year 20+ is when it gets really wild.
The hardest part is just not touching it during a crash.
How did this perform during the 2022 drawdown?
FIRE community is the most underrated corner of personal finance.
This is the way.
The fee math always surprises people when you actually do it out.
Great post, thanks for sharing this.
I've been thinking about this too. What's your time horizon?
The international allocation debate never gets old.
What's your target withdrawal rate in retirement?
Not financial advice but I'm doing the exact same thing.
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