Polen Capital's culture: radical candor, autonomy, mastery, purpose

Investing philosophy: competitive advantages, concentrated portfolios (20-25 stocks), position sizing

Large Company Focus Growth Strategy: 132 stocks in 35 years, largest position in Amazon

Risk management: eliminate risky businesses

Analysis of Visa, MasterCard, cyclicals

Team structure: meetings twice weekly, Polen One-Pagers

Learning from mistakes: conservative margin modeling

Investing spectrum: seek double-digit annualized returns

Selling criteria: valuation, trimming stocks

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⁠⁠Public.com⁠⁠⁠ just launched options trading, and they’re doing something no other brokerage has done before: sharing 50% of their options revenue directly with you. That means instead of paying to place options trades, you get something back on every single trade.

-Earn $0.18 rebate per contract traded

-No commission fees

-No per-contract fees

By sharing 50% of their options revenue, Public has created a more transparent options trading experience. You’ll know exactly how much they make from each trade because they literally give you half of it. Activate options trading at⁠⁠ ⁠⁠⁠⁠⁠https://public.com/jro⁠⁠⁠ by March 31 to lock in your lifetime rebate. Paid for by Public Investing. Must activate Options Account by March 31 for revenue share. Options not suitable for all investors and carry significant risk. Full rebate terms here (⁠⁠⁠https://public.com/disclosures/rebate-terms⁠⁠⁠). US members only.

Options are not suitable for all investors and carry significant risk. Certain complex options strategies carry additional risk. Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.

For each options transaction, Public Investing shares 50% of their order flow revenue as a rebate to help reduce your trading costs. This rebate will be displayed as a negative number in the “Additional Fees” column of your Trade Confirmation Statement and will be immediately reflected in the total dollars paid or received for the transaction. Order flow rebates are only issued for options trades and not for transactions involving other assets, including equities. For more information, refer to the Fee Schedule.

All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.

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Marketing Careers: What you need to know about getting to CMO - Jon Evans, The Uncensored CMO