Buy, Hold, Sell: Jonathan Wellum on the Rules of Smart Investing

How do top investors decide when to buy, sell, or hold a stock, and stick with it for decades? In this deep-dive interview, Jonathan Wellum, CEO of RockLinc Investment Partners, breaks down the exact investment process he’s used for 35 years to deliver long-term wealth for clients.

Wellum walks us through:

• How to identify durable and great businesses in the right industries
• Why discounted cash flow (DCF) is his go-to valuation tool, and how he applies it conservatively
• The power of compounding and tax deferral (the Buffett formula in action)
• When to sell a stock, from mistakes to overvaluation to better opportunities
• How he sizes positions, builds portfolios, and navigates market hype with discipline
• Real-world examples from Amazon, Burford Capital, GROY, and Franco-Nevada

Get a free portfolio review with Jonathan Wellum at https://bit.ly/4erNlRd

Get To Know: Rocklinc's Jonathan Wellum https://youtu.be/ezMiX0FtZ7g

Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH

Chapters:

0:13 - The 6-Point Trigger: How Rocklink Decides to Buy  

8:57 - “Macro vs. Micro”: Does Timing Really Beat Valuation?  

11:19 - Cash on the Sidelines or All-In? Rocklink’s Stance  

16:13 - Pulling the Plug: The Exact Moment Rocklink Sells  

24:38 - Beyond DCF: The Valuation Hacks Rocklink Swears By  

37:25 - Turning Rocks, Not Portfolios: Ideal Holding Periods  

44:37 - Mastering Market Psychology: Keeping Fear in Check 

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