Great work. Find good companies and wait for the market to be irrational. In the short-run, sentiment is the driving factor of price over fundamentals. Over the long run, fundamentals and value determine the price. It's simple, but not easy.
Thanks, Very difficult to execute this in terms of depth and quality of research : . "They have a team of 11 to analyze a universe of about 160 companies. As an example of the depth of their research, 2 analysts worked on Adobe for 15 months to get to know the company in detail."
You're right! My main takeaway from them as a private investor is 2-fold: 1. We do not have the time they have, so we should constrain our investable universe, and be very selective in our picks. This allows us to maximize our time spent. 2. Pick a strategy that fits your personality. These guys are passionate about their strategy. I hope it was of some use.
Polen Capital's methodical, disciplined approach mirrors the best principles of long-term compounding, proving that simplicity often underpins the most robust strategies. In a fast-paced market, this "watching paint dry" patience creates a stark advantage, allowing them to sidestep short-term noise and focus on enduring growth. Great reminder for people who want to lose money with trading...
How do you calculate the heatmap's values? My numbers are a little bit different. I'm doing (1+earnings)^10*finalPer/currPer
Great post by the way!
Thank you for the kind words!
It should be stated in the article below the heatmap in the tools section. If you can’t find it, holler me!
This is freaking awesome content, Kevin. I'm not just saying it. This is one of the best, most coherent articles for beginners i've read in a while.
Thanks. You just made my day!
Great article
Thanks. Means a lot coming from you!
Would love to invite you to be a guest on our podcast. I think our community would benefit . :)
Great work. Find good companies and wait for the market to be irrational. In the short-run, sentiment is the driving factor of price over fundamentals. Over the long run, fundamentals and value determine the price. It's simple, but not easy.
This is awesome Kevin. Very few people do understand that if you can manage to keep emotions out of it, beating the market can be as simple as that.
Right, and keeping emotions out is the hardest part 🙂
Great read Kevin, thanks for sharing
Thanks!
Great ✍️ 🆙 ! Interesting 🧐
🙏thanks!
Great Article!
Love the 5 guardrails. Especially the cash-rich element.
It has in the last few months especially become a must-have for potential investments
Thanks, Very difficult to execute this in terms of depth and quality of research : . "They have a team of 11 to analyze a universe of about 160 companies. As an example of the depth of their research, 2 analysts worked on Adobe for 15 months to get to know the company in detail."
Not for a particular investor, more for a fund.
You're right! My main takeaway from them as a private investor is 2-fold: 1. We do not have the time they have, so we should constrain our investable universe, and be very selective in our picks. This allows us to maximize our time spent. 2. Pick a strategy that fits your personality. These guys are passionate about their strategy. I hope it was of some use.
it was. They are indeed very talented.
Polen Capital's methodical, disciplined approach mirrors the best principles of long-term compounding, proving that simplicity often underpins the most robust strategies. In a fast-paced market, this "watching paint dry" patience creates a stark advantage, allowing them to sidestep short-term noise and focus on enduring growth. Great reminder for people who want to lose money with trading...