These 3 Stocks Are So Good, I May Never Sell Them

GE Aerospace remains a core holding despite its 40x earnings multiple, due to its dominant market position and resilient business model. I prioritize holding long-term winners with durable moats, high returns on capital, and robust reinvestment opportunities over reacting to short-term valuation concerns. GE, UNP, and TPL exemplify my "never sell" approach, each possessing unique, hard-to-replicate assets and sustainable competitive advantages. I only consider selling when I see fundamental cracks in a company’s business model, not merely on valuation or market cycles.