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

We Study Billionaires - The Investor’s Podcast Network

English - November 10, 2023 05:00 - 1 hour - ★★★★★ - 3.1K ratings
Investing Business Education warren buffett valueinvesting investingpodcast investorspodcast prestonpysh stigbrodersen stockinvesting Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed

Previous Episode: BTC155: Dylan LeClair Bitcoin Market Overview (Bitcoin Podcast)

Next Episode: RWH036: The Power Of Simplicity w/ Anthony Kingsley

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 [email protected].

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.

NEW TO THE SHOW?

Check out our We Study Billionaires Starter Packs.

Browse through all our episodes (complete with transcripts) here.

Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.

Enjoy exclusive perks from our favorite Apps and Services.

Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.

Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS
Support our free podcast by supporting our sponsors:

River

Toyota

Sun Life

AFR

The Bitcoin Way

AT&T

Sound Advisory

Industrious

Range Rover

iFlex Stretch Studios

Meyka

Yahoo! Finance

Vacasa

Briggs & Riley

Public

American Express

USPS

Shopify

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

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 [email protected].
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.

NEW TO THE SHOW?

Check out our We Study Billionaires Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.

Learn how to better start, manage, and grow your business with the best business podcasts.

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

We Study Billionaires - The Investor’s Podcast Network

Twitter Mentions