In this insightful conversation with Kamil Sochanek, the Head of Investor Relations at Budimex, Poland’s largest infrastructure company, we dive into his journey as a reliable investor with over a decade of experience in Polish equities.
In this episode, Kamil shares his thoughts on several prominent Polish companies, including Dino Polska ($DNP.WA), Sygnity ($SGN.WA), Synektik ($SNT.WA), Benefit Systems ($BFT.WA), Cyber_Folks ($CBF.WA), Vercom ($VRC.WA), CD Projekt ($CDR.WA), Budimex ($BDX.WA), Decora (DCR.WA), Asseco ($ACP.WA), Creotech Instruments (CRI.WA), Bioceltix (BCX.WA), Auto Partner ($APR.WA), and Text ($TXT.WA).
We also explore Kamil’s investing philosophy, the developing Polish investment landscape, key trends in the market, and the opportunities he sees for investors in Poland. I believe this episode is packed with valuable insights.
You can find or reach Kamil here:
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Disclaimer:
Nothing in this podcast can be considered financial advice. This is for educational purposes only. We may hold positions in the businesses discussed. Do your own research.