In this investment presentation, the Chris Karlin, CIO of Aquitania Capital discusses his principles of long-term investing and analyzes Dino Polska, the grocery store operator in #poland . While highlighting the unique features of the Polish market, he explores Dino Polska's unique business model, its operating efficiency, competitive advantages, and potential for store growth. Karlin projects future growth and outlines key value drivers, including new store growth, margin expansion due to scale, and effective capital allocation. Karlin also discusses competition dynamics, primarily with Bedronka, and provides his valuation of Dino Polska.
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00:06 Introduction and Acknowledgements
00:16 Investment Philosophy and Approach
02:14 Introduction to Dino Polska
02:22 Poland's Unique Market
03:43 Dino's Business Model and Strategy
07:00 Investment Thesis for Dino Polska
07:31 Dino's Competitive Advantage
08:01 Dino's Store Growth and Expansion
09:59 Dino's Financial Performance and Valuation
10:41 Competitive Landscape in Poland's Grocery Market
14:12 Future Growth Opportunities for Dino
18:37 Conclusion
18:50 Q&A Session
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