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We Study Billionaires - The Investor’s Podcast Network
TIP587: Dino Polska: A Polish Compounder w/ Kyle Grieve & Clay Finck
Nov 10, 2023
01:01:35
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Kyle Grieve joins Clay to discuss Dino Polska, a Polish compounder with impressive growth and earnings. They explore Dino's business model, management team, competitive advantages, and its expansion strategy. They also touch on valuation, potential risks, and upcoming events by TIP in NYC and Omaha.
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Quick takeaways
- Dino Polska has achieved remarkable growth, increasing its store base and earnings per share exponentially since 2015.
- When analyzing stocks, Kyle looks for high returns on invested capital, strong revenue growth, and trustworthy management with insider ownership.
Deep dives
Dino Polska's growth and financial performance
Dino Polska has experienced exponential growth, increasing its store base by over 5 times since 2015 and earnings per share by over 10 times. The company's success is attributed to its effective, predictable, and repeatable growth formula. Despite facing challenges like high inflation in Poland, Dino Polska continues to thrive. The founder, Tomosz Bjernoski, owns 51% of the company's shares, emphasizing his commitment to its success.
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