Jon Cukierwar

In this chat with Kyle Grieve, Jon Cukierwar from Solar Peak Capital Partners shares his distinctive approach to global investing, targeting overlooked companies. He discusses valuable lessons learned under Bob Robotti, emphasizing the importance of quality and growth. Jon reveals how he counters biases when meeting charismatic CEOs and highlights the significance of local investor networks. He emphasizes prioritizing owners' earnings and identifies key traits that make investments a 'no-brainer.' Interestingly, he shares why he leans towards 'boring' low-tech businesses for potential gains.

Jon Cukierwar, an analyst at Sohra Peak Capital Partners, dives into Dino Polska, a grocery chain transforming small-town Poland. He discusses how Poland's post-communist economy shaped Dino's unique strategy of targeting rural areas with consistent store formats. Jon highlights the company's impressive reinvestment model, skipping dividends to fuel growth, and how it navigates geopolitical risks while capitalizing on the influx of Ukrainian immigrants. With an eye on the competitive grocery landscape, he reveals the visionary founder's mystery behind Dino's success.