MI313: Small Cap Mastery w/ Rayna Lesser Hannaway
发布时间 2023-12-19 10:00:00 来源
摘要
Kyle Grieve chats with Rayna Lesser Hannaway about her business flywheel model to identify great businesses, a use case of the business flywheel on one of Polen Capital’s holdings, Globant, the strength of businesses with repeatable sales, the advantages of investing in small-cap stocks, how to deal with valuations in high-quality businesses, how to determine when to exit an investment based on a businesses fundamentals, and a whole lot more!
IN THIS EPISODE, YOU’LL LEARN
00:00 - Intro
05:27 - A 5-step business flywheel approach to finding great businesses.
05:35 - Balancing a portfolio in the small-cap space based on growth.
12:34 - A breakdown of 3 high-quality small caps: Globant, Goosehead Insurance, and Clearwater Analytics.
16:11 - Popular misconceptions of diversification in small-caps.
29:19 - Why high-quality small caps often are undervalued by the market.
35:32 - Why using 5-year models for growth and valuation projections is so effective.
And much, much more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
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