Polish companies, strategies and future | Interview w/ Kamil the head of IR at Budimex

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:

• Email: kamil.sochanek@budimex.pl
• X: @Kamil Sochanek
• LinkedIn: @Kamil Sochanek

You can also find us on:

• X ⁠@DutchInvestors⁠
• Substack ⁠@The Dutch Investors⁠
• Instagram ⁠@The Dutch Investors⁠

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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.