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In episode 304, we welcome our guest, Damon Ficklin, Polen Capital\u2019s head of the Large Company Growth Team and the lead portfolio manager of the firm\u2019s Global Growth strategy.\xa0\xa0In today\u2019s episode, we\u2019re talking high quality, concentrated growth investing.\xa0Damon starts by describing his process for analyzing companies and the key metrics they look for when doing so. Then he covers the paradigm shift we\u2019ve seen in the last year and how companies have adapted to the new norm. We talk about companies that have navigated the shift to e-commerce like Estee Lauder, and others that have transformed their business model like Adobe.\xa0Be sure to listen until the end to hear why one of Damon\u2019s most memorable investments is Invisalign, a stock that has soared in the past year.\xa0\xa0All this and more in episode 304 with Polen Capital\u2019s Damon Ficklin.\xa0\nLearn more about your ad choices. Visit megaphone.fm/adchoices