adminI take a long-term, top-down approach to investing, starting with macro and secular trends. I focus on durable themes shaping the future and drill down to industries and companies with strong fundamentals, proven management, and attractive valuations. My portfolio is anchored in long-term income generation, but I also keep part of it open to select large growth opportunities that can drive outsized returns. I tend to run a concentrated portfolio, typically holding 8–12 companies at any given time. I follow a buy-and-hold philosophy, aiming to stay patient and let long-term ideas compound. My goal here is to share honest, grounded insights and connect with readers who are passionate about the same companies and themes that I am.
Analyst’s Disclosure: I/we have a beneficial long position in the shares of ET either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
I own the stock and have no plan to sell.
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