使用Player FM应用程序离线!
Dan Davidowitz (Polen Capital) - Compounding Made Simple
Manage episode 417522005 series 3321528
Dan Davidowitz is lead portfolio manager of Polen Capital’s Focus Growth strategy. We discuss Dan’s evolution as an investor, Polen’s investment guardrails, and other factors that have helped the strategy deliver exceptional returns over the last 35 years.
Show notes:
[01:16] Dan discusses how he pivoted from public health to investing
[02:56] Thoughts on healthcare investing
[04:30] Shifting from a deep value shop to Polen Capital
[07:44] Keep things simple
[10:01] Time arbitrage with businesses that are the best-of-the-best
[12:12] Creating a high performance investment team
[14:23] The importance of being both optimistic and open-minded to change
[16:34] Getting better each day to remain competitive
[17:59] Polen Capital’s evolution
[20:40] Polen’s investment guardrails
[22:14] Vigilance and conservatism for continuous compounding of earnings growth
[24:35] Making sure companies are investing adequately for their future
[26:34] Acquisition-driven companies
[28:45] Investing across the growth spectrum
[31:17] Having a broad mix of competitively-advantaged businesses
[33:51] Valuation discipline
[36:45] Lessons from the last few years
[38:30] Impact of GenAI
[41:03] Why Amazon is a large holding
[45:35] Building any experience is good experience
28集单集
Manage episode 417522005 series 3321528
Dan Davidowitz is lead portfolio manager of Polen Capital’s Focus Growth strategy. We discuss Dan’s evolution as an investor, Polen’s investment guardrails, and other factors that have helped the strategy deliver exceptional returns over the last 35 years.
Show notes:
[01:16] Dan discusses how he pivoted from public health to investing
[02:56] Thoughts on healthcare investing
[04:30] Shifting from a deep value shop to Polen Capital
[07:44] Keep things simple
[10:01] Time arbitrage with businesses that are the best-of-the-best
[12:12] Creating a high performance investment team
[14:23] The importance of being both optimistic and open-minded to change
[16:34] Getting better each day to remain competitive
[17:59] Polen Capital’s evolution
[20:40] Polen’s investment guardrails
[22:14] Vigilance and conservatism for continuous compounding of earnings growth
[24:35] Making sure companies are investing adequately for their future
[26:34] Acquisition-driven companies
[28:45] Investing across the growth spectrum
[31:17] Having a broad mix of competitively-advantaged businesses
[33:51] Valuation discipline
[36:45] Lessons from the last few years
[38:30] Impact of GenAI
[41:03] Why Amazon is a large holding
[45:35] Building any experience is good experience
28集单集
ทุกตอน
×欢迎使用Player FM
Player FM正在网上搜索高质量的播客,以便您现在享受。它是最好的播客应用程序,适用于安卓、iPhone和网络。注册以跨设备同步订阅。