Yes — I firmly believe in long-term investing. So far, I’ve only used a few punches — for companies like Apple, Google, and Amazon. I hold them because they share the traits I look for as a value investor: durable competitive advantages, strong and consistent cash-flow generation, dominant positions in their markets, and management teams that allocate capital effectively. Even when the market swings, their long-term fundamentals continue to strengthen.
Buying SMCI felt like adopting a “super micro” pet that I thought would grow into a lion… but it turned out to be a sleepy kitten that eats my money and naps on my portfolio instead. Life goes on and I am happy I cut loss and able to sleep well [Happy]
I’d definitely hold on to a great stock like AAPL for the long run—after all, why drop a good Apple when it’s still crisp, juicy, and keeps growing on the tree? [Love you]
My Aug portfolio dropped a little but it is as expected. I will continue to buy few tranches on shares which is also in the list mentioned if they continue to fall. [Cool]
My approach is to invest in strong and fundamentally sound companies with the intention of holding them for the long term. Rather than trading frequently, I aim to accumulate quality shares and keep them without selling, unless I genuinely need funds for expenses that’s where I will trim some. [Happy]