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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Elroy who wrote (77909)	8/19/2025 10:08:08 AM
From: Paul Senior	1 Recommendation Recommended By petal Respond to of 78515

You might check, but I believe Greenblatt said hold for a year then sell. In my experience, it's not like you are finding and buying these companies all at once. More like spread out over time. I read that Greenblatt does something now like rank thousands of companies every day, buys a number of the top ranked, and shorts a number of the lowest, least favorable. And he adjusts, but I don't recall how often.

To: Elroy who wrote (77909)	8/19/2025 2:22:48 PM
From: petal	Respond to of 78515

As Paul Sr. said, hold for a year, than sell. I'm pretty sure that's what Greenblatt did and recommended. (It probably works with 6 months too – perhaps that's still better. And 2 year probably works as well. With today's low transaction costs, maybe even once a month would be feasible!) I also seem to remember that Graham had 1 or 2 years as the recommended holding period for his net-net strategy. The strategies are pretty similar – more or less systematic: buy 20-30 stocks, hold for a year, rehash.