I would like Poland to support a little bit more like entrepreneurial companies to grow in Poland. If you look at the stock exchange in Poland, it's quite poor what you see on there. So these startups they will need to really scale and flourish so that over the next 10 years this whole Warsaw stock exchange looks differently. I'm a bit of a favor of a little bit of protectionism here. It's of course anti-capitalistic but yeah, that's my thing. Sometimes you don't know whether you're buying a dip or whether it's a falling knife. You might feel like that you all have it right that you think like there's a high quality business and the catalyst is
We started the show by talking about $SHELL capital markets presentation. We discuss our current thoughts on the company, including recent dividend hikes and buybacks. We also ponder if we will ever sell a company like Shell from our portfolios.
Dividend Hikes covered this week are from $TGT, $CAT,$O, $EPT
For the main topic, we discuss both two companies we are currently buying. Derek is buying $VICI and $CRH, and EDGI is buying $AMS:ASR and $HPQ.
We finish, as always, by answering questions from our amazing community, where we are asked about companies such as $MMM, $KO, $CCOI, and $MFC.
Links mentioned in the show
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