6 Comments

Like how you think with the use of these frameworks but honestly believe that Dino Polska’s last few quarters were just trash. The number of new store openings…

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Yep. It has been slow. Management has claimed this to be normal and more stores would open in spring and summertime. They claim to aim for more store openings this year and even more in 2025 compared to 2023. We'll see if they can walk the talk!

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Jul 12Liked by Kevin

Have you read Chris Mayer's book 100 baggers? He has some solid compounders in his portfolio. Patience is the hardest part of buying these stocks. You have to be patient with the price you pay, and patient in letting the stocks grow over years and years.

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If I remember correctly from his book, the average holding period for 100-bagger status was 26 years...

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Jun 14Liked by Kevin

No I don't own any of those 3 you mentioned. I did look at them all, however. I don't like medical companies either in general. That may be a bias of mine. I do like the company you previously mentioned in an article...Epsilon Net. High insider ownership. Dominant in their field in Greece. PE is little high but everything is high now. I won't buy until a crisis storm comes in after some bad news in the markets, however. Making 4% on munis and 6% on corp bonds. Why overpay for stocks after such a long run forward? Patience, patience, and more patience. What is Warren doing? He is just waiting for his 400% average pitch. Like an alligator in the swamp waiting for the deer to come down to drink.

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Just like the tarantula, who waits and waits before attacking. It's a great strategy. Indeed, Warren has shown patience. But in his first 10 years, when he had his greatest performance, he was a pure stock picker with a lot of action. We all have to find the strategy that best suits our personality. Epsilon is still trading at the takeover bid. But I'll have to check when the vote is scheduled. Thanks for your insightful comments!

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