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Podcast: Earn Your Leisure
Episode: When To Sell a Stock
Description: Sell a long term position when one of these is true: You already hit your “freedom number.” If the goal is reached and you are locking in lifestyle security, reducing risk, or shifting into more stable assets, selling can make sense. The fundamentals broke, not just the price. Revenue model changes, margins deteriorate, leadership issues, regulation, or the company loses its edge. If the business is no longer what you originally bought, it is not a “hold,” it is a new decision. They lost their moat and fell out of the top tier...