Evaluating Investment Opportunities: The Case of Dino Polska

This chapter investigates the essential criteria for assessing investment opportunities, particularly in the context of Dino Polska, a grocery store chain in Poland. The speakers discuss key investment metrics, the company's competitive advantages, and the founder's unique management style, which emphasizes reinvestment for growth. They also explore the broader implications of grocery shopping practices in Europe compared to North America, highlighting the strategic positioning of Dino Polska in the market.

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Episode notes

On today’s episode, Clay is joined by Kyle Grieve to share a stock deep dive on Dino Polska. Dino Polska is an incredible business that has increased its store base by over 5x since 2015 and increased its earnings per share by over 10x since that time.

Kyle Grieve is the host of The Millennial Investing Podcast and also helps Clay run the TIP Mastermind Community – a community built by investors, for investors.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

02:44 - The primary characteristics Kyle looks for in his stock investments.

06:00 - What Dino Polska’s business model is and how they’ve perfected their growth formula.

10:45 - What sticks out about Dino’s management team.

14:33 - Dino Polska’s competitive advantages.

22:31 - What enables Dino Polska to continue to grow its store counts at above-average rates.

27:36 - Why it’s important to understand both the qualitative and quantitative aspects of a moat and durable competitive advantage.

31:28 - The key things to know about Dino operating in Poland.

38:36 - How Kyle views the valuation of Dino Polska.

41:27 - Potential new verticals that Dino Polska may expand into.

49:37 - Potential risks investing in Dino Polska.

54:23 - What live events TIP recently hosted in NYC.

1:01:24 - How you can join Clay and Kyle in Omaha for our upcoming events during the Berkshire weekend.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

Check out our newly released TIP Mastermind Community.
Learn more about the Berkshire Summit by clicking here or emailing Clay at clay@theinvestorspodcast.com.
Sohra Peak Capital Partner’s Research on Dino Polska.
Related Episode: Listen to TIP585: Concentrated Value Investing w/ Shree Viswanathan or watch the video.
Invest in International Stocks with Interactive Brokers.
Follow Kyle on Twitter.
Follow Clay on Twitter.

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