Taking the High Road09/30/2022
Polen Capital’s Damon Ficklin and Jeff Mueller explain what “guardrails” they rely on in assessing new ideas, what’s different about the current market downdraft, what advice they’d give to their 12-months-ago selves, how their strategy goes against human nature, and why they expect L’Oréal, Microsoft, Icon and Visa to be long-term investment winners.
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