Investment Strategy - The investment approach focuses on long-term wealth building through compounding, with a preference for holding investments for 10 years or longer [1] - Key strategies include reinvesting growing dividends, balancing current income with sustainable growth, and seeking opportunities with a substantial margin of safety and wide moat [1] - The strategy emphasizes buying great assets at fair prices during periods of short-term market fear [1] Asset Allocation - Dividend growth stocks are typically held in taxable brokerage accounts [1] - REITs and BDC investments are allocated within Roth IRAs [1] Industry Focus - The investment universe spans multiple industries including Media, Marketing, Public Relations, Travel, Tourism, Hospitality, Corporate Events, and Software as a Service [1] Investment Preferences - The portfolio has shown success with REITs and dividend growth stocks, combining fundamental analysis with reasonable expectations of future cash flows [1] - While occasional short-term opportunities in undervalued assets or special situations are considered, the primary focus remains on long-term investments [1] Experience and Track Record - The investment manager has 15 years of experience managing personal and family assets with the goal of building multi-generational wealth [1]
Nintendo: Switching To Strong Buy For Generational Undervaluation