7 Comments
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Dhiren Makhija's avatar

Loved the post!

Unfortunately, not able to invest from India.

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Tristan's avatar

What happened to MO-BRUK in 2019? The stock was hovering around 40PLN for years and then it had a huge runup to 300PLN starting in 2019

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The Dutch Investors's avatar

I'd say that the company was hugely undervalued before 2019. Net income was doubling for a few years in a row and revenue grew at a 30% CAGR for multiple years. The combination of multiple expansion + solid growth numbers make a stock fly.

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JamalMalik's avatar

Poor choices

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The Dutch Investors's avatar

They're just examples of boring companies we've analyzed. No particular reason. We own only one of the 3 aforementioned companies.

What made you decide to share this with us?

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eddie faulkner's avatar

Brilliant article guys!

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