TIP587: Dino Polska: A Polish Compounder w/ Kyle Grieve & Clay Finck

  • Thread starter We Study Billionaires - The Investor’s Podcast
  • Start date
W

We Study Billionaires - The Investor’s Podcast

Guest
On today’s episode, Clay is joined by Kyle Grieve to share a stock deep dive on Dino Polska. Dino Polska is an incredible business that has increased its store base by over 5x since 2015 and increased its earnings per share by over 10x since that time.

Kyle Grieve is the host of The Millennial Investing Podcast and also helps Clay run the TIP Mastermind Community – a community built by investors, for investors.



IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

02:44 - The primary characteristics Kyle looks for in his stock investments.

06:00 - What Dino Polska’s business model is and how they’ve perfected their growth formula.

10:45 - What sticks out about Dino’s management team.

14:33 - Dino Polska’s competitive advantages.

22:31 - What enables Dino Polska to continue to grow its store counts at above-average rates.

27:36 - Why it’s important to understand both the qualitative and quantitative aspects of a moat and durable competitive advantage.

31:28 - The key things to know about Dino operating in Poland.

38:36 - How Kyle views the valuation of Dino Polska.

41:27 - Potential new verticals that Dino Polska may expand into.

49:37 - Potential risks investing in Dino Polska.

54:23 - What live events TIP recently hosted in NYC.

1:01:24 - How you can join Clay and Kyle in Omaha for our upcoming events during the Berkshire weekend.



Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.



BOOKS AND RESOURCES




NEW TO THE SHOW?




SPONSORS

Support our free podcast by supporting our sponsors:




HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm


Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Continue reading...
 

Similar threads

W
Replies
0
Views
15
We Study Billionaires - The Investor’s Podcast
W
W
Replies
0
Views
10
We Study Billionaires - The Investor’s Podcast
W
W
Replies
0
Views
12
We Study Billionaires - The Investor’s Podcast
W
W
Replies
0
Views
9
We Study Billionaires - The Investor’s Podcast
W
W
Replies
0
Views
7
We Study Billionaires - The Investor’s Podcast
W
Back
Top