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