Dan Davidowitz (Polen Capital) - Compounding Made Simple
Far From The Finishing Post
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Success Through Stringent Standards
Investment strategies must evolve, yet maintaining strong returns remains challenging in a competitive landscape. Successful portfolios require teams of intelligent professionals to navigate complexities and sustain growth. Essential traits for investment include companies with cash-rich balance sheets, minimal debt, consistent excess free cash flow, sustainable high returns on capital, stable or improving profit margins, and organic revenue growth surpassing averages. These high standards create effective 'guardrails' that guide investment decisions toward long-term success.
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