← Newsroom

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

June 30, 2025 | Videos

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 industries
  • Why he relies on conservative DCF valuation
  • The power of compounding and tax deferral
  • When to sell: mistakes, overvaluation, or better opportunities
  • How he sizes positions and builds portfolios
  • Real-world case studies from Amazon, Burford Capital, GROY, and Franco-Nevada