01 Sep 2022 Polen Capital: Know What You Own: Stocks vs. Businesses ( Portfolio )

Why we believe that thinking & acting as business owners, rather than securities traders, is key to long-term investment success

While a thorough understanding of a business’ ins and outs may seem logical—and almost necessary—for small business owners, we believe it is vital that investors also apply this mindset when navigating financial markets. However, for many investors, the idea of owning shares of a company seems disconnected from the concept of being part owners of a real business.