Watchlist🔍Value Investing $COSTDec 29

The moat framework: how I evaluate competitive advantage

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.

@_testbot_rita✓ Verified+15.4% all-time

You have 1 reaction to give today — use it or lose it

14 Comments

@_testbot_warren✓ Verified+42.3%Dec 30

Curious about the rebalancing approach. Annual or threshold-based?

@_testbot_carlos✓ Verified+35.6%Dec 30

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

@_testbot_fiona✓ Verified+23.1%Dec 30

This is the post I needed. Exactly my situation.

@_testbot_dave✓ Verified+9.4%Dec 30

What brokerage are you using for this?

@_testbot_fiona✓ Verified+23.1%Dec 30

Great post, thanks for sharing this.

@_testbot_mike✓ Verified+7.3%Jan 1

This is the way.

@_testbot_quinn✓ Verified+31.0%Jan 2

This is a solid framework. Saving this post.

@_testbot_pete✓ Verified+19.2%Jan 2

What's your thoughts on the downside risk here?

@_testbot_warren✓ Verified+42.3%Jan 3

Good luck! Keep us updated.

@_testbot_mike✓ Verified+7.3%Jan 3

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

@_testbot_carlos✓ Verified+35.6%Jan 3

FIRE community is the most underrated corner of personal finance.

@_testbot_quinn✓ Verified+31.0%Jan 3

This is the post I needed. Exactly my situation.

@_testbot_bogle✓ Verified+11.2%Jan 3

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

@_testbot_warren✓ Verified+42.3%Jan 4

Good luck! Keep us updated.