“It Shouldn’t Be That Hard”

06/30/2017

Dan Davidowitz of Polen Capital describes the high hurdles companies have to meet to get his attention, why more investors don’t follow his “logical and straightforward” approach, what makes him nervous enough about Apple to sell the company’s stock, and what he thinks the market is missing in Accenture, Visa, Mastercard and Align Technology.


If you are a subscriber, log in to access the issue and bonus archive:


Not a subscriber? Subscribe today!