1999
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Jeff Mueller is an American vocalist and guitarist best known as a member of the math rock bands Rodan, Shipping News and June of 44. His bands have been critically recognized for being key forerunners in the development of post-rock , math rock and post-hardcore .
- Compounding
- Humility / No Perfection
- ‘Moat Attack’
- Guard Rails
- Human Behaviour
- Change
- Summary
“We’ve only owned 123 companies in 31 years and that includes the 21 we own today. The compounding is really what drive the returns. You align yourself with 20 or 25 great companies that can compound for not just years but decades oftentimes and they do the hard work for you. You can sit back and spend your time getting to know the companies. We’re...
“The more you know, you start to realise there is a lot more that you don’t. That’s an enlightened place to be. You can study and study companies but you’re never going to know everything you’d like to know. You’re going to know a fractionof what an insider knows and they don’t know everything either. You have to be careful because you’re never goi...
“There is a theory you can’t truly know the moat or barriers to entry exist until that moat is attacked and the attack is repelled. The bigger and more well-capitalised the attacker the better. I think of capitalism like nature, it’s just a brutal place; these attacks are happening all the time. This isn’t a concept that has any absolutism but I do...
“Which guard rail is the most important? There is a lot of simplicity around our five guard rails. ROE of 20% or greater sustained is a real signal there is something special going on. You know mathematically you could add leverage and really juice the ROE, so the fact the majority of our companies are in a net cash position and also have sustainab...
“I think about the world in pretty simple terms. The one thing that hasn’t changed is that behind a lot of the movements in markets are humans and human behaviour. That is important to know becauseyou can take advantage of opportunities when human behaviour drives companies valuations to places they shouldn't go either on the upside or downside.”
“Things change in the real world. Competitive advantages change, the way humans behave changes. It requires good thought and pragmatic thoughtto figure out which companies are going to benefit. You don't need to find 1,000’s of good ideas. A handful is all you have to find.” Dan Davidowitz
There are some critical mental models in this; things to look for when you’re searching for those great businesses. Polen’s Guardrails such asa sustainable ROE of >20% and a strong balance sheet, taking a long term view when looking at a company’s future earnings rather than those to be found in the next quarter, and a business having a host of com...
Sep 13, 2019 · Adjunct Professor at Columbia Business School · Experience: Columbia Business School · Education: Columbia Business School · Location: Boca Raton · 500+ connections on LinkedIn. View Jeff ...
- 500+
- 2.4K
- Columbia Business School
Jeffrey Mueller. Adjunct Assistant Professor of Business. Finance Division. Contact. Office: 580 Kravis. E-mail: jwm2144@columbia.edu. Professor Mueller is the co-Portfolio Manager of Polen Capital’s Global Growth Strategy.
May 11, 2022 · Jeff Mueller, the leader of the post-rock band June of 44, talks to Sun 13 about their upcoming U.K. tour, their latest album Revisionist, and their origins in the Louisville underground scene. He also shares his memories of playing Primavera Sound and his love for the city of Birmingham.
Jun 27, 2024 · Learn how Jeff Mueller, an IMCA stock car driver from Iowa, achieved his 100th career victory in 2020 after 18 years of racing. Read about his challenges, achievements, and plans for the future in this article by Mike Adaskaveg.
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Jeffrey Mueller is Co-Head of Fixed Income. In this capacity he, along with his Co-Head, is responsible for managing the six fixed income investment teams and developing and growing the business. In addition, Jeff is the Co-Head of High Yield and a portfolio manager on the High Yield team.
