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Jonathan Poland

Thanks for reading! Since 2001, I've spent over 40,000 hours analyzing and forecasting the world's leading investments, helping investors significantly outperform the S&P 500. A few key distinctions kept coming to my attention: (1) position management matters as much as what stock you buy; and (2) buying a company's stock based on the timeframe until payback is a winning framework for both the long-term and short term gains; and (3) leveraging long term cash positions to make short term risk arbitrage trades is a practice that many top money managers engage in.


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