All quality compounders. I did a deep dive on Dino not so long ago but haven’t followed as much recently. Distracted by the likes of $SOFI $HIMS $PLTR.
Yeah, a great business indeed with low valuation and in one of the fastest GDP growing markets globally (Poland).
I naturally shy away from some of the most popular names like Hims and Palantir because because they are not within my quality based strategy. However, I can see that I missed out big time on Palantir, but at 55x EV/Sales im not sure how it will end tbh.
All quality compounders. I did a deep dive on Dino not so long ago but haven’t followed as much recently. Distracted by the likes of $SOFI $HIMS $PLTR.
Incredible long term hold though I think.
Yeah, a great business indeed with low valuation and in one of the fastest GDP growing markets globally (Poland).
I naturally shy away from some of the most popular names like Hims and Palantir because because they are not within my quality based strategy. However, I can see that I missed out big time on Palantir, but at 55x EV/Sales im not sure how it will end tbh.
Anyway it’s very difficult to rely too much on PEG in this moment. The worldwide scenario is unstable and the projections could be fallacious