Dino Polska: A Long-Term Investment Opportunity

In this investment presentation, the Chris Karlin, CIO of Aquitania Capital discusses his principles of long-term investing and analyzes Dino Polska, the grocery store operator in #poland . While highlighting the unique features of the Polish market, he explores Dino Polska's unique business model, its operating efficiency, competitive advantages, and potential for store growth. Karlin projects future growth and outlines key value drivers, including new store growth, margin expansion due to scale, and effective capital allocation. Karlin also discusses competition dynamics, primarily with Bedronka, and provides his valuation of Dino Polska.
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00:06 Introduction and Acknowledgements
00:16 Investment Philosophy and Approach
02:14 Introduction to Dino Polska
02:22 Poland's Unique Market
03:43 Dino's Business Model and Strategy
07:00 Investment Thesis for Dino Polska
07:31 Dino's Competitive Advantage
08:01 Dino's Store Growth and Expansion
09:59 Dino's Financial Performance and Valuation
10:41 Competitive Landscape in Poland's Grocery Market
14:12 Future Growth Opportunities for Dino
18:37 Conclusion
18:50 Q&A Session
Investment Disclaimer:
The information provided herein is for informational purposes only and should not be construed as investment advice, an endorsement, or a solicitation to buy or sell any securities or financial instruments. Investing in securities involves risks, including the potential loss of principal. Past performance is not indicative of future results.
Any opinions, analyses, forecasts, projections, or other statements regarding future prospects of companies, sectors, or the market as a whole constitute the subjective views of the authors or contributors as of the date of preparation and are subject to change without notice. The accuracy, completeness, or reliability of the information cannot be guaranteed.
Investors should conduct their own research and consult with a qualified investment professional before making any investment decisions. All investment decisions are the responsibility of the individual investor and should be made based on the investor's own objectives, risk tolerance, and financial circumstances.
No representation or warranty, express or implied, is made regarding the accuracy or completeness of the information contained herein, and no liability shall be accepted for any direct, indirect, or consequential losses or damages arising from the use of this information or reliance on any statements contained herein.
Investing in securities involves significant risks, including the potential loss of principal. Investors should carefully consider their investment objectives, risk tolerance, and time horizon before investing. Diversification does not ensure a profit or protect against loss in a declining market.

[@Concojone5]

I love the presentation. Great, clear, dare I say brilliant, thinking!

[@dennism.5593]

Great presentation, thank you

[@davorsostaric]

Great vid. Thank you

[@Awsumnesspure]

sold ! amazing business. I wonder if you're considering an expansion of dino into ukraine in post war times ?

[@loqooseloqoose989]

" Biedronka " - the right spelling.