Jonathan Poland – Medium

Jonathan Poland

Jonathan Poland

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Apr 3

Focusing on the Wrong Things

Was talking to a professional money manger recently who believes that underperforming the S&P 500 is “acceptable as long as” the fund…

Jonathan Poland

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Nov 7, 2025

Is Elon worth $1 Trillion?

Not yet. For Musk to capture that award, Tesla has to reach a market capitalization of $8.5 trillion AND hit all the operational goals…

Jonathan Poland

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Mar 31, 2025

Axon: A Blast from the Past

I don’t normally watch John Oliver, but caught it last night. The topic was tasers and the main company in the industry is Axon.

Jonathan Poland

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Jan 19, 2025

$TRUMP Meme Coin is Brilliantly Devious

Donald Trump’s Administration takes over tomorrow and to celebrate, he dropped his crypto currency meme coin (of course he did) on Friday…

$TRUMP Meme Coin is Brilliantly Devious

Jonathan Poland

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Sep 23, 2024

How to Invest with Finite Capital

Let’s say you were gifted $100,000 and instead of just plugging it into a boring index fund (SPY or QQQ) that will most likely turn that…

Jonathan Poland

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Aug 28, 2024

Stats that are hard to digest.

63 million 1+ million $2.5 billion $2.0 billion 30–40% 18%

Jonathan Poland

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Aug 13, 2024

AMCX > $2B

AMC Networks has an incredible catalog of content. It also has $800 million in cash and $1.5 billion in net debt with a market cap…

Jonathan Poland

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Aug 11, 2024

BA > $103B

Boeing has fucked up a lot in recent years. Plane crashes. Astronauts stranded. It also faces stiff competition now from SpaceX. Yet, it…

Jonathan Poland

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Aug 10, 2024

QXO > $4.5 Billion

Yes, if you didn’t read the documents from Brad Jacobs’ private equity firm JPE then you might have bought QXO at much higher prices.

Jonathan Poland

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Aug 9, 2024

How much longer?

It’s nearly impossible to avoid a recession (or worse) at this point. On a macro level, the Shiller price to earnings multiple for the S&P…

Jonathan Poland

Jonathan Poland

20+ years helping business leaders build better assets. Posts on business, finance, and notes from the journey.

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