If I had only 20 punches, I think I’ve used a handful so far on businesses I genuinely understand and believe in. Companies like Tesla and Palantir are part of that list — not because they’re “hot,” but because I see long-term potential in their technology, execution, and the markets they’re shaping. I’d hold them through volatility as long as their fundamentals and long-range trajectory stay intact.
To me, long-term investing is about patience, conviction, and letting compounding do the heavy lifting. I’d rather own a few great companies for many years than constantly jump in and out of trades. Fewer punches — stronger conviction.
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