Perspectives

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- Polen POV

A reminder for the unemotional, patient investor that “fair prices” for high-quality businesses can occasionally become “wonderful prices”

  • - Thought Capital, Video

    Beyond Fundamentals: Is Quality Stock Picking Broken?

  • - Thought Capital, Video

    Beyond Fundamentals: On the Road Across Emerging Markets

  • - Thought Capital, Video

    Beyond Fundamentals: Seeing the Bigger Picture