So many people think it's all on or all off, it's just a buy or just a sell, but really, so much of it is being incremental and building a position over time and letting time be your friend. That's pretty much the way I've handled it for the last five or 10 years or so.ĭavid Gardner: I just love hearing that. Sometimes, I like a 50 percent in to start and then two 25 percent segments. Generally speaking, if I want to get into a position, I'll think, hey, I want to own this much, and usually break it into thirds sometimes. I like to buy in smaller increments and continue to be disciplined.

Frank, you don't just buy once, you'll add over the course of time here and there.įrank Reich: Yeah. I said, 'I want to own this company,' and I've continued to buy little pieces of it as time has gone on.ĭavid Gardner: That's wonderful. There was a uniqueness to the company that just caught my attention. I remember listening to you on a podcast talk about that company. Then I also think in the energy sector, SolarEdge Technologies. I've really enjoyed holdings, Sea Limited. Okta is another good one that I've really enjoyed owning and believe in. Twilio is a company that I've continued to buy. I just feel like Disney is headed the right direction.

The Trade Desk has been a very good company.įrank Reich: Cloudflare, HubSpot. But when I look down my portfolio, David, a couple of the companies that I've really enjoyed holding over the last couple of years, CrowdStrike's one that I've been on for a while. Tell people if I wasn't coaching football, I feel like I'd be asking to work for The Motley Fool.

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