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.