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Strategies & Market Trends : Ride the Tiger with CD
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To: Gib Bogle who wrote (297989)1/23/2023 11:19:06 AM
From: FIFO_kid22 Recommendations

Recommended By
kidl
ralfph

   of 312516
 
With regards to timing for me it is important to classify the business being cyclical or secular, a high ROIC business, and if the management really cares about shareholders. In a secular business however, I will certainly attempt to recover my cost in the stock first then let it ride. If the business has secular growth, a high ROIC business and if management cares about shareholders then it is obvious to just permanently hold onto the shares like Warren Buffett.

It is also easy to say this and sometimes hard to fully implement if you aren't a endless money pit like Buffett. Some winners I have done this others I seriously failed

Lastly, some businesses are hard to classify. Who would have guessed NVR a home builder in a cyclical business would end up 1000 times over a 30 year period? A stellar management is so important working for you vs themselves as cutting the float from 17 to 3.5 million shares over that time period was the main driver.
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