We interview and study famous financial billionaires, including Warren Buffett, Ray Dalio, and Howard Marks, and teach you what we learn and how you can apply their investment strategies in the stock market. We Study Billionaires is the largest stock investing podcast show in the world with 150,000,000+ downloads and is hosted by Stig Brodersen, Preston Pysh, William Green, Clay Finck, and Kyle Grieve. This podcast also includes the Richer Wiser Happier series hosted by best-selling author William Green. William regularly interviews legendary investors such as Mohnish Pabrai and Guy Spier, exploring what they can teach us about how to succeed in markets and life. And finally, our Bitcoin Fundamentals series is hosted by Preston Pysh, where he interviews prominent figures in the Bitcoin and macroeconomic space. To learn more about TIP, you can visit theinvestorspodcast.com or subscribe to our free daily newsletter here. Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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episode 802: TIP587: Dino Polska: A Polish Compounder w/ Kyle Grieve
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
- Check out our newly released TIP Mastermind Community.
- Learn more about the Berkshire Summit by clicking here or emailing Clay at clay@theinvestorspodcast.com.
- Sohra Peak Capital Partner’s Research on Dino Polska.
- Related Episode: Listen to TIP585: Concentrated Value Investing w/ Shree Viswanathan or watch the video.
- Invest in International Stocks with Interactive Brokers.
- Follow Kyle on Twitter.
- Follow Clay on Twitter.
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