Collecting high quality businesses | I build and manage my portfolio to get 15% CAGR w/ minimal risk | Tweets & threads about timeless principles and analysis.
1y ago
My 2 criteria for selling a stock:
1. Sell when the price is egregiously overpriced
2. Sell when fundamentals are in secular decline
That's it...
If you want to learn more about this framework ⬇️
https://thethinkinginvestor24.substack.com/p/2-vital-stock-selling-criteria-you
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