Why Polen Global Growth is Bullish on Facebook (FB)?

Polen Capital Management, LLC, an independently-owned global investment manager, recently published its first-quarter global growth commentary – a copy of which can be downloaded here. During the first quarter of 2020, the Polen Global Growth Model Portfolio returned -12.68% gross of fees, while the MSCI AllCountry World Index was down 21.36%.

In the said letter, Polen Capital highlighted a few stocks and Facebook Inc (NASDAQ:FB) is one of them. Facebook is a social media and technology...