My goal for my stock holdings is to generate Double Digit return during a Decade, and that is why I nickname my portfolio the DDD portfolio. If you like reading in-depth and multifaceted coverage on the same holdings, I am your guy. So you will see me writing about a handful of holdings multiple times from different angles. I hold a rather concentrated portfolio with about a dozen stocks. I am a long-term, conservative, and value-oriented investor.
Based on such examination, the thesis is that GD presents excellent perpetual growth prospects at a reasonable price, offering favorable odds for double-digit return in the long term.īefore going into any further details, it would help to briefly summarize my investment philosophy to provide a context. This time, I want to analyze it from a larger and more general view and over a longer investment horizon, under a framework that I call the Buffett's 10x Pretax Rule. My last article about General Dynamics ( NYSE: GD) focused on the short term and the specifics of the business, arguing for a large short-term upside (~50% in 3 years) but little downside. Jamesdare/iStock via Getty Images The investment thesis
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