Compounding Quality

Compounding Quality

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Adding to this position

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Compounding Quality
Mar 22, 2024
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Hi Partner 👋

Charlie Munger once said that good ideas are very rare.

When the odds are greatly in your favor, invest heavily.

That’s why I am adding to our position in Dino Polska today.

I added 2.5%. This means I bought Q 260 @383.6 PLN ($DNP.WA).

Full-year results Dino Polska

Dino Polska published its full-year results yesterday.

Here are my two cents:

  • The…

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