Dino Polska - Where are we now?

Update on Dino - fundamentals, future, valuation and portfolio.

I analysed Dino Polska and uploaded my deep dive in June 2023. The analysis process involved not only fundamental research and valuation but also field scuttlebutt in Poland and visiting the stores. Since then many things have happened and I have decided to pull the trigger and include Dino in my portfolio judging the price below the margin of safety and fundamentals great and intact. 

Let’s see what has happened since then with the company, whether its fundamentals and moat are still intact, and revalue it with the new data to update its intrinsic value and margin of safety. In the end, I will also share with you my portfolio and my final decision regarding Dino.

This will be the first short (3-4 pages) post of “Where are we now?” with the companies I’ve decided actually to include in my portfolio. The other 3 are Eurosnack, Cake Box, and Monnari. Meanwhile, a deep dive into a new company continues on the side.