The Holding Period
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Topics

Frameworks and ideas behind long-horizon equity investing. Each topic is an ongoing reference — updated as the thinking evolves.

  • Quality Businesses & Moats What makes a business durable over decades — competitive advantages, pricing power, and the structural traits that protect returns on capital.
    Coming soon
  • Compounding & Long-Term Returns How time and reinvestment interact to produce non-linear outcomes, and why the holding period is itself a source of edge.
    Coming soon
  • Valuation & Market Regimes Frameworks for estimating intrinsic value, how macro regimes affect long-run equity returns, and why starting price still matters over 25 years.
    Coming soon
  • Capital Allocation How management teams deploy retained earnings — reinvestment, acquisitions, buybacks, dividends — and why this decision compounds over time.
    Coming soon
  • Investor Psychology The behavioral forces that cause investors to underperform their own holdings, and what a 25-year horizon does to remove them.
    Coming soon
  • Why the Market's Long-Run Gains Come From a Few Unusual Stocks Most stocks underperform cash over the long run. A small number account for essentially all net wealth creation. What the long winners share — and what that means for a 25-year pick.
    →

Returns shown are total return assuming reinvestment of dividends. Stock series use adjusted close prices. Benchmark is S&P 500 Total Return index (^SP500TR). Not investment advice.

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