Is the Future of E-Commerce Still Bright?
A look at the evolution in e-commerce growth and where the industry goes from here
A look at the evolution in e-commerce growth and where the industry goes from here
We believe that Vietnam will remain a bright spot in 2023 despite a more challenging backdrop
A reminder for the unemotional, patient investor that “fair prices” for high-quality businesses can occasionally become “wonderful prices”
Four books that shaped firmwide learning & inspired growth this year at Polen Capital
We believe high-quality growth companies can help investors play defense and offense—even during periods of elevated uncertainty
Investors who trade in & out of the market frequently miss out on long-term compounding & sacrifice substantial long-term growth
Why we believe that thinking & acting as business owners, rather than securities traders, is key to long-term investment success
Amid a global war for talent, leading businesses are turning to culture to attract & retain workers
While investing in CCC-rated bonds can offer an effective hedge against rising rates, careful analysis of each security is essential
While several factors can affect stock prices, we believe long-term returns are ultimately driven by sustainable earnings growth