Latest Thinking

O’Reilly Automotive 1500 1007 Jonathan Poland

O’Reilly Automotive

O’Reilly is one of the largest sellers of aftermarket automotive parts, tools, and accessories, serving…

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Autozone 1200 800 Jonathan Poland

Autozone

AutoZone is the leading seller of aftermarket auto parts, tools, and accessories by revenue run…

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Advanced Auto Parts 1200 900 Jonathan Poland

Advanced Auto Parts

Advance Auto Parts is one of the industry’s largest retailers of aftermarket automotive parts, tools,…

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Aflac 1440 720 Jonathan Poland

Aflac

Aflac offers supplemental health insurance and life insurance in the two largest insurance markets in…

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Bed Bath & Beyond 1350 900 Jonathan Poland

Bed Bath & Beyond

Bed Bath & Beyond is a home furnishings retailer with more than 1,550 stores in…

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NVR Inc. 2250 1500 Jonathan Poland

NVR Inc.

NVR is one of the largest homebuilders in the United States, operating in 31 metropolitan…

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I spent more than 15 years analyzing and forecasting the world’s leading investments, refining strategies and best practices of top money managers and corporate executives into models for better capital allocation. Today, I run the membership for capitalists, a private network of business leaders dedicated to the pursuit of profit and progress.

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