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That's funny.
I was looking at it yesterday.
Thanks for the introduction 😘
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@Tenbagger2024 I was still wavering as to whether it should be Zabka group $ZAB, Dino polska $DNP or PKO Bank Polski $PKO after all.
I decided to go with the stock exchange after all. 😅
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@Tenbagger2024 strong. Thank you. So due to the strong salary increases and consumer spending of the Poles, Zabka and Dino Polska are quite future-proof
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@AE23
I've also had Dino polska on my list for some time, but I'm leaning towards $DOL
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@Tenbagger2024 interesting. I've read about you before, but the dividend growth is really impressive
Even if the yield is almost too meagre. This is probably due to the strong share price increase.
Is of course more attractive than Dino
You're right
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@AE23
I need to take a closer look at all the Polish shares.
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@Tenbagger2024 the gaming industry is also quite strong in Poland and should not be underestimated.
I've already played a few Polish games myself...they're not bad either, considering they're only just starting out
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@Tenbagger2024 You always have a good nose for good shares and dividend stocks. Do you perhaps have a few nice compounder ideas? In other words, good stock yields with strong dividends and strong growth in both segments that are also sustainable?
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@AE23
I would be happy to name you a few good quality long-term stocks. A certain moat would also be important. Perhaps you could tell me which countries and sectors you are still missing. But you can also find good long-term runners in the Ultimate @Simpson ETF, the good Homer will certainly be happy to name you his racehorses.
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@Tenbagger2024 Yes. That's true. The problem with him is that he feels he has almost everything in the depot 😂😂😂😂
I'm quite pragmatic about it. I like market leaders in segments.
I also like it to be ESG-compliant.
I like it when the turnover is recurring. I like it when the moat is strong and also with strong book values.
Lately I've been throwing a lot of Carrier Global and Xylem into the portfolio. I see great potential there. My exposure to consumer and financial sectors is weak. 🧐