Reply To: Earnings, FCF, Assets and Dividends
Thank you! I typically hold for 1-3 years. I’m looking for inflection points in the underlying business, such as hyper growth, new product lines, and turnarounds. I would say my turnover is quite low, however, I generally add to my positions as I gain conviction. Moreover, I let my positions fight for capital, so I may add/reduce weight of current positions rather than introducing/exiting positions.