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2023-08-19 08:15:00 ET Summary Polen Capital is a high-conviction growth investment manager. We scour the globe in search of the highest quality, sustainable companies to invest in. During the second quarter of 2023, the Polen Global Emerging Markets Growth Composite Portfolio (th...
2023-08-14 13:28:11 ET Summary Dino Polska S.A. is a top supermarket chain in Poland with 5% market share, but has room to grow. The company's scale economies shared model and consistent store growth contribute to its success. Despite recent headwinds, Dino Polska has shown pr...
2023-05-23 23:30:00 ET Summary Sohra Peak Capital Partners was founded by Jonathan A. Cukierwar, CFA in 2021. Sohra Peak is a long-term oriented investment partnership built to capitalize on the structural market inefficiencies found in today's global equities markets. The partner...
2023-04-14 20:13:14 ET Summary Dino Polska has found an attractive niche and created a fantastic business with great potential. The company is a high quality business creating amazing shareholder value. It still has room to grow its scale and could even expand to other countri...
Dino Polska S.A. (“Dino”) is a grocery chain that operates exclusively in Poland. Dino has a market cap of approximately USD $6 billion. I believe Dino is a highly durable, gem of a business with exciting, predictable long-term prospects. For further details se...
Sohra Peak Capital Partners was founded by Jonathan A. Cukierwar, CFA in 2021. Sohra Peak is a long-term oriented investment partnership built to capitalize on the structural market inefficiencies found in today's global equities markets. Sohra Peak Capital Partners recorded a loss of...