D.R. Horton: A Coffee Can Compounder

Investment Strategy - The investment approach is categorized into expected holding periods: short-term (0-3 years), medium-term (3-7 years), and long-term (7+ years) [1] - The strategy is opportunistic, flexible, fundamentally based, and valuation driven, allowing for investments in various financial instruments including stocks, options, bonds, ETFs, CEFs, and mutual funds [1] - The focus is on identifying opportunities across a wide spectrum, from deep value to high growth, both domestically and internationally [1]