2Yr·

Framework #2 Strategy

As mentioned today we are going to dive deeper into my investment strategy. To put things simply, I like to buy long-term compounding businesses at a discount on intrinsic value. For my investment strategy I set up some rules for myself:


• Don’t lose money

• Keep things simple

• Always buy within your circle of competence

• Buy within a margin of safety

• Hold stocks for a minimum of 5 years before selling (increase long-term mindset)

• Concentrated portfolio (5-10 stocks)


In the follow-up article, we are going to dive deeper into the value investing mindset.


Link to framework #1: https://app.getquin.com/activity/DTCzCThVWI

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