Ep: 16 | Buy, Hold, Sell: Jonathan Wellum on the Rules of Smart Investing

This episode is a clip of Jonathan Wellum and Wealthion's Trey Reikh, originally airing on June 30, 2025. On Wealthion's YouTube channel.In this in-depth interview, Jonathan shares ROCKLINC’s disciplined investment approach to build long term wealth for clients. He covers:How to find durable businesses in the right industriesWhy he relies on conservative DCF valuationThe power of compounding and tax deferralWhen to sell: mistakes, overvaluation, or better opportunitiesHow he sizes positions and builds portfoliosReal-world case studies from Amazon, Burford Capital, GROY, and Franco-NevadaFollow us on social media: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Youtube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Want help achieving your financial goals? ⁠⁠⁠⁠⁠⁠⁠⁠⁠Contact us!