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5min chapter
TIP585: Concentrated Value Investing w/ Shree Viswanathan
We Study Billionaires - The Investor’s Podcast Network
Impact of Russian invasion on Central European market and Poland's response
This chapter explores the effects of the Russian invasion of Ukraine on the Central European market, with a focus on Poland. It discusses the increase in refugees, resulting in financial incentives by the government, inflation, currency and FX risk, and the company's growth plans amidst competition.
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Discover
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