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The importance of thinking about stocks as businesses
Polen Capital
April 26, 2024
Successful business owners are often said to be able to feel the pulse of the companies they lead. For instance, great restaurateurs know what dishes are most popular on the menu, who their regular patrons are, when food suppliers will deliver fresh ingredients, and how much revenue is needed to cover operational expenses such as salaries and rent. Continue…
by Polen Capital Posted in Investing Education.
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Firstlinks – Small caps are compelling but not for the reasons you might think…
Roger Montgomery
April 19, 2024
In my recent article for Firstlinks, I revisited the stance I took nearly a year ago, advocating for investment in small caps – a position that seemed premature at the time. Subsequently, the investment landscape has evolved significantly, steering many investors, myself included, towards smaller companies both domestically and internationally. The current macroeconomic backdrop, characterised by disinflation and positive economic growth, seems particularly conducive to smaller companies with robust pricing power and innovation, traits that are essential for outperformance. Read the full article here for my full insights: Small caps are compelling but not for the reasons you might think…
by Roger Montgomery Posted in On the Internet.
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This week, i joined the 'Equity mates' podcast to discuss the current state of the market LISTEN NOW