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@Jimmy_Wang
"Dino Polska reminds me of a Heads I win Tails I dont lose much setup. Why $DNP.WA $DNOPY $DNP Because the Polish grocer runs a vertically integrated closed-loop system. ✅In-house meat processing plants (Agro-Rydzyna) that account for XX% of total sales ✅An in-house construction department to standardize and build stores ✅A buy the land own the stores model instead of renting ✅A robust distribution & logistics system ✅Expansion financed with retained profits and minimal debt On the surface these may just look like operational efficiencies. But the real edge is predictability. Most retailers"
X Link @Jimmy_Wang 2025-09-06T18:23Z XX followers, XXX engagements
"The market punished Dino Polska $DNP.WA $DNP with a X% drop post-earnings but nothing in the fundamentals changed. 🤔 Why I think the selloff is noise (and an opportunity) 👇"
X Link @Jimmy_Wang 2025-08-23T17:17Z XX followers, XXX engagements
"Amid the volatility caused by tariffs one high-quality compounder has been holding up well. Ive published a deep dive on Dino Polska ( $DNP $DNOPY $DNP.WA) exploring its strong fundamentals competitive moats and growth prospects"
X Link @Jimmy_Wang 2025-04-05T23:53Z XX followers, XXX engagements
"Progressive $PGR is getting punished (along with the rest of the sector) for being too profitable in Florida. Make it make sense 😂 $ROOT $ALL $CB"
X Link @Jimmy_Wang 2025-10-15T16:46Z XX followers, XXX engagements
"Love the perspective. Personally I find it tough to project the store count XX years out. But I would say in the near term (to 2028) it is fairly likely for Dino $DNP.WA to grow its store count at XX% CAGR given its historical DC capacity management commentary on store growth and the lack of regional coverage on the east side of Poland"
X Link @Jimmy_Wang 2025-10-06T21:36Z XX followers, XXX engagements
"$DNP.WA $DNP Dino keeps executing - 1H 25' Earnings🦖 Store count +89 in Q2 +147 YTD 1H rev +14.8% Q2 rev +19% y/y 1H LFL +4.8% (5.7% food CPI) Q2 LFL +8.8% (Easter shift) EBIT XXXX% & EBITDA XXXX% in Q2 y/y Strong BS Peers H1 LFL: abka +6.1% Biedronka +0.9%"
X Link @Jimmy_Wang 2025-08-21T20:31Z XX followers, 1242 engagements
"Buying Dino $DNP.WA $DNOPY today is like buying it back in Sept 2024"
X Link @Jimmy_Wang 2025-10-09T14:52Z XX followers, XXX engagements
"Since Dino Polskas IPO in 2017 we havent seen any insider buying. $DNP.WA $DNOPY $DNP 🚨That just changed: Supervisory Board member Sawomir Jakszuk disclosed a purchase - 2769 shares @ 42.86PLN Insiders sell for many reasons but they buy for only one. 👀👀👀"
X Link @Jimmy_Wang 2025-10-04T01:10Z XX followers, XXX engagements
"Dino Polska ( $DNP.WA $DNP) just did a 10-for-1 split. You now get XX pieces of this Polish retail juggernaut for the price of X. Kinda like shopping at Dino: ✅More for less ✅Always fresh ✅And still massively underrated Here's why Dino might be Polands Walmart in the making🧵"
X Link @Jimmy_Wang 2025-07-31T15:11Z XX followers, 1176 engagements
"$dnp.wa $dnp down X% at the open due to missing the consensus & broader market sell off (WIG 20). All I see is more buying opportunity"
X Link @Jimmy_Wang 2025-08-22T07:34Z XX followers, XXX engagements
"One downside of owning a foreign company as a US investor Zero news zero chatter especially in a boring industry with a boring business model. $DNP.WA $DNOPY $DNP Maybe I've been brainwashed by the constant hype & senseless takes on X. But the silence around Dino Polska is honestly refreshing. No noise. Just a Polish grocery chain quietly executing its plan. Anyway X quick updates: X Q3 store count: They added XX stores (now at 2933 total). If management wants to hit their "high teens" growth target they'll need to open 158292 (signaling a 15-20% y/y growth) more in Q4. Doable but hitting"
X Link @Jimmy_Wang 2025-10-04T01:06Z XX followers, XXX engagements