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Listen "Buy, Hold, Sell: Jonathan Wellum on the Rules of Smart Investing"
Episode Synopsis
How do top investors decide when to buy, sell, or hold a stock, and stick with it for decades? In this deep-dive interview, Jonathan Wellum, CEO of RockLinc Investment Partners, breaks down the exact investment process he’s used for 35 years to deliver long-term wealth for clients.
Wellum walks us through:
How to identify durable and great businesses in the right industries
Why discounted cash flow (DCF) is his go-to valuation tool, and how he applies it conservatively
The power of compounding and tax deferral (the Buffett formula in action)
When to sell a stock, from mistakes to overvaluation to better opportunities
How he sizes positions, builds portfolios, and navigates market hype with discipline
Real-world examples from Amazon, Burford Capital, GROY, and Franco-Nevada
Get a free portfolio review with Jonathan Wellum at https://bit.ly/4erNlRd
Get To Know: Rocklinc's Jonathan Wellum https://youtu.be/ezMiX0FtZ7g
Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH
Chapters:
0:13 - The 6-Point Trigger: How Rocklink Decides to Buy
8:57 - “Macro vs. Micro”: Does Timing Really Beat Valuation?
11:19 - Cash on the Sidelines or All-In? Rocklink’s Stance
16:13 - Pulling the Plug: The Exact Moment Rocklink Sells
24:38 - Beyond DCF: The Valuation Hacks Rocklink Swears By
37:25 - Turning Rocks, Not Portfolios: Ideal Holding Periods
44:37 - Mastering Market Psychology: Keeping Fear in Check
Connect with us online:
Website: https://www.wealthion.com
X: https://www.x.com/wealthion
Instagram: https://www.instagram.com/wealthionofficial/
LinkedIn: https://www.linkedin.com/company/wealthion/
#Wealthion #Wealth #Finance #Investing #ValueInvesting #StockMarket #FinancialFreedom #LongTermInvesting #WarrenBuffett #PortfolioManagement #Compounding #InvestorMindset #MarketDiscipline
________________________________________________________________________
IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.
While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor.
We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.
The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Wellum walks us through:
How to identify durable and great businesses in the right industries
Why discounted cash flow (DCF) is his go-to valuation tool, and how he applies it conservatively
The power of compounding and tax deferral (the Buffett formula in action)
When to sell a stock, from mistakes to overvaluation to better opportunities
How he sizes positions, builds portfolios, and navigates market hype with discipline
Real-world examples from Amazon, Burford Capital, GROY, and Franco-Nevada
Get a free portfolio review with Jonathan Wellum at https://bit.ly/4erNlRd
Get To Know: Rocklinc's Jonathan Wellum https://youtu.be/ezMiX0FtZ7g
Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH
Chapters:
0:13 - The 6-Point Trigger: How Rocklink Decides to Buy
8:57 - “Macro vs. Micro”: Does Timing Really Beat Valuation?
11:19 - Cash on the Sidelines or All-In? Rocklink’s Stance
16:13 - Pulling the Plug: The Exact Moment Rocklink Sells
24:38 - Beyond DCF: The Valuation Hacks Rocklink Swears By
37:25 - Turning Rocks, Not Portfolios: Ideal Holding Periods
44:37 - Mastering Market Psychology: Keeping Fear in Check
Connect with us online:
Website: https://www.wealthion.com
X: https://www.x.com/wealthion
Instagram: https://www.instagram.com/wealthionofficial/
LinkedIn: https://www.linkedin.com/company/wealthion/
#Wealthion #Wealth #Finance #Investing #ValueInvesting #StockMarket #FinancialFreedom #LongTermInvesting #WarrenBuffett #PortfolioManagement #Compounding #InvestorMindset #MarketDiscipline
________________________________________________________________________
IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.
While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor.
We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.
The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.
Learn more about your ad choices. Visit megaphone.fm/adchoices
In God we trust