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WSO Free Modeling Series - Now Open Through
June 30, 2026
9 Free Financial Modeling Lessons
Get instant access to lessons taught by experienced private equity pros and bulge bracket investment bankers including financial statement modeling, DCF, M&A, LBO, Comps and Excel Modeling.
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+Bonus: Get 27 financial modeling templates in swipe file
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It's good if you don't plan to sell in the short term, bad if you're just speculating and will need to move within 3 years (some say 5).
I'm gonna stay 5 years but would it make more sense to wait a year or so for rate hikes and demand to cool off...or it doesn't matter
It will be good if you keep your stock for 3 years, bad if you make a rash decision and need to move within 3 months.
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