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# ![@TheDealMakerGuy Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1460905100474519552.png) @TheDealMakerGuy InvestorFromEurope

InvestorFromEurope has been sharing insights on Polish business and economy, highlighting the country's emergence as a major player in yacht-building and its strategic location in global trade. They also discussed the local solutions to delivery and logistics issues, as well as trends in private equity and M&A in Central and Eastern Europe. Additionally, they shared advice on M&A readiness for founders looking to sell their businesses.

### Engagements: [---------] [#](/creator/twitter::1460905100474519552/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1460905100474519552/c:line/m:interactions.svg)

- [--] Week [----------] +30,063%
- [--] Month [----------] +176%
- [--] Months [----------] +1,243%
- [--] Year [----------] +1,401%

### Mentions: [--] [#](/creator/twitter::1460905100474519552/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1460905100474519552/c:line/m:posts_active.svg)

- [--] Week [--] no change
- [--] Month [---] +44%
- [--] Months [---] +291%
- [--] Year [-----] +321%

### Followers: [-----] [#](/creator/twitter::1460905100474519552/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1460905100474519552/c:line/m:followers.svg)

- [--] Week [-----] +7.90%
- [--] Month [-----] +17%
- [--] Months [-----] +148%
- [--] Year [-----] +285%

### CreatorRank: [-----] [#](/creator/twitter::1460905100474519552/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1460905100474519552/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[countries](/list/countries)  #575 [finance](/list/finance)  35% [travel destinations](/list/travel-destinations)  7% [currencies](/list/currencies)  5% [technology brands](/list/technology-brands)  2% [stocks](/list/stocks)  2% [cryptocurrencies](/list/cryptocurrencies)  1% [financial services](/list/financial-services)  1%

**Social topic influence**
[poland](/topic/poland) #3, [private equity](/topic/private-equity) 13%, [in the](/topic/in-the) 11%, [ai](/topic/ai) 8%, [germany](/topic/germany) #715, [business](/topic/business) 7%, [more than](/topic/more-than) 5%, [acquisition](/topic/acquisition) 5%, [fund](/topic/fund) 4%, [money](/topic/money) 4%

**Top accounts mentioned or mentioned by**
[@inpostpl](/creator/undefined) [@grok](/creator/undefined) [@realestatetrent](/creator/undefined) [@tonyrockyerror](/creator/undefined) [@tinkertailor120](/creator/undefined) [@chris_oh58d](/creator/undefined) [@compliantvc](/creator/undefined) [@msamalam](/creator/undefined) [@mrfamilyoffice](/creator/undefined) [@sheemawn](/creator/undefined) [@smbjackiehirsch](/creator/undefined) [@wqeqesadwe](/creator/undefined) [@_smcosmonaut](/creator/undefined) [@shsmcllr](/creator/undefined) [@iceland_crypto](/creator/undefined) [@mikolajbk](/creator/undefined) [@piotreknowy](/creator/undefined) [@justjoinit](/creator/undefined) [@darrenrovell](/creator/undefined) [@andrewchen](/creator/undefined)

**Top assets mentioned**
[Goldman Sachs (GS)](/topic/goldman-sachs) [Alphabet Inc Class A (GOOGL)](/topic/$googl)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Fat Thursday donut mania in Poland. Lidl selling them for [------]. ๐Ÿคฏ"  
[X Link](https://x.com/TheDealMakerGuy/status/2021886102454292581)  2026-02-12T09:56Z [----] followers, 6.3M engagements


"If your edge is shortcuts in Excel perfectly balanced models or pretty decks you have no edge. The real moat is sourcing deals raising capital and building relationships. That is what keeps you valuable in this industry. I was an analyst at a PE fund so I know exactly how hard it is to get this type of exposure early. But push your way in when you have to. Sit in on your MDs meetings volunteer for sourcing work ask to join calls get in the room whenever possible. Do the monkey job in the evenings and use AI to get through the grunt work faster so you can actually focus on the parts that"  
[X Link](https://x.com/TheDealMakerGuy/status/1989093261278081236)  2025-11-13T22:09Z [----] followers, 16.8K engagements


"Poland buying other countries isnt always a success story. Allegro Polands biggest e-commerce platform (often called the local Amazon) learned it the hard way exiting Slovenia + Croatia via a forced sale to a German restructuring fund taking a 55m EUR hit on the way out. In [----] Allegro bought Mall Group + WEDO for 881M. The idea was clear: turn a Polish champion into a regional CEE powerhouse. Instead integration got ugly and expensive. Mall was built as a 1P retailer (inventory-heavy warehouses working capital). Allegro is a 3P marketplace (asset-light platform commissions network effects)."  
[X Link](https://x.com/TheDealMakerGuy/status/2011089252059058358)  2026-01-13T14:53Z [----] followers, [----] engagements


"Caffe Nero in Warsaw is more expensive than specialty coffee in Mayfair London. Let that sink in. Flat white: [----] (Warsaw) vs [----] (London) Alternative milk: +0.60 (Warsaw) vs +0.40 (London) Someone explain how this makes sense. Jeszcze zadam pytanie bo moe poprawi video. Ile wg Ciebie POWINNA kosztowa kawa w kawiarni: - czarna - espresso/doppio/americano (jedna cena) - biaa - latte/cappuccino/flat white etc (jedna cena) Podsumuj i przelicz ponownie jeli odpowied bdzie inna ni moja. Jeszcze zadam pytanie bo moe poprawi video. Ile wg Ciebie POWINNA kosztowa kawa w kawiarni: - czarna -"  
[X Link](https://x.com/TheDealMakerGuy/status/2015814915806593447)  2026-01-26T15:51Z [----] followers, 197.5K engagements


"This picture of Polands President Karol Nawrocki is on another level straight out of a Stranger Things poster especially in this context. Here approaching the Monument honoring the victims of the Nazi German Auschwitz concentration camp. The reflection. Unreal frame. Chapeau @mikolaj_bk ๐Ÿ“ธ https://twitter.com/i/web/status/2016522433616924850 https://twitter.com/i/web/status/2016522433616924850"  
[X Link](https://x.com/TheDealMakerGuy/status/2016522433616924850)  2026-01-28T14:43Z [----] followers, 90.1K engagements


"Just got lectured about a GDPR violation for mentioning who referred me on a business call. In M&A. Where relationships are THE business model. Some people don't want to make money. @compliantvc would be proud Finally an M&A advisor who prioritizes regulations over deals"  
[X Link](https://x.com/TheDealMakerGuy/status/2016859417719771314)  2026-01-29T13:02Z [----] followers, [----] engagements


"Poland now holds more gold than the European Central Bank. Poland: [---] tonnes ECB: [---] tonnes Let that sink in"  
[X Link](https://x.com/TheDealMakerGuy/status/2016989670941299167)  2026-01-29T21:39Z [----] followers, 45K engagements


"The bar is so low that walking safely after 10pm is now a tourism strategy. Poland wins. Poland became the EUs second-fastest-growing tourism market in [----] According to Eurostat the number of nights spent in tourist accommodation in Poland rose by 7% compared to the previous year. Tourism increased in most EU countries while only Romania (1.4%) and Ireland https://t.co/ID2s3wOGrS Poland became the EUs second-fastest-growing tourism market in [----] According to Eurostat the number of nights spent in tourist accommodation in Poland rose by 7% compared to the previous year. Tourism increased in"  
[X Link](https://x.com/TheDealMakerGuy/status/2017265307895615643)  2026-01-30T15:55Z [----] followers, 37.2K engagements


"the best underwriting models I saw didn't assume cap rate contraction at exit as a return driver but relied on operational value uplift - any cap rate arbitrage (buy high yield sell low yield) was just an added bonus. if your model spits out good return metrics without it then the likelihood of the UW plan being executed goes significantly up:) https://twitter.com/i/web/status/2017724599576953068 https://twitter.com/i/web/status/2017724599576953068"  
[X Link](https://x.com/TheDealMakerGuy/status/2017724599576953068)  2026-01-31T22:20Z [----] followers, [----] engagements


"This tech sell-off is a reminder why I like "boring" economy technical service roll-ups. Recurring non-discretionary local moats. AI can write code. But it cant fix your chiller at 2am. Software stocks acting more like Malware. Sea of red https://t.co/az7uoTlBnB Software stocks acting more like Malware. Sea of red https://t.co/az7uoTlBnB"  
[X Link](https://x.com/TheDealMakerGuy/status/2019053195255796006)  2026-02-04T14:19Z [----] followers, [---] engagements


"Just cancelled my chatGPT Plus subscription and purchased Claude Pro. Expect the quality of my posts to get better from now on"  
[X Link](https://x.com/TheDealMakerGuy/status/2019104534191345877)  2026-02-04T17:43Z [----] followers, [---] engagements


"If your boss dresses like this your job will not be replaced by AI"  
[X Link](https://x.com/TheDealMakerGuy/status/2019115266760945872)  2026-02-04T18:26Z [----] followers, [---] engagements


". . . [---]. University of Warsaw (#1 in Poland) Best universities [----]. [--]. MIT [--]. Imperial College [--]. Oxford [--]. Harvard [--]. Cambridge [--]. Stanford [--]. ETH Zurich [--]. NUS [--]. UCL [--]. Caltech [--]. University of Pennsylvania [--]. UC Berkeley [--]. Melbourne Uni [--]. Peking Uni [--]. NTU (QS) Best universities [----]. [--]. MIT [--]. Imperial College [--]. Oxford [--]. Harvard [--]. Cambridge [--]. Stanford [--]. ETH Zurich [--]. NUS [--]. UCL [--]. Caltech [--]. University of Pennsylvania [--]. UC Berkeley [--]. Melbourne Uni [--]. Peking Uni [--]. NTU (QS)"  
[X Link](https://x.com/TheDealMakerGuy/status/2019507805334696027)  2026-02-05T20:25Z [----] followers, [----] engagements


"This is how I landed my first private equity job whilst still at university. The company cold-emailed me (student). How 3G hires exceptional young talent. https://t.co/vQDPZwV5zJ How 3G hires exceptional young talent. https://t.co/vQDPZwV5zJ"  
[X Link](https://x.com/TheDealMakerGuy/status/2019514382703816995)  2026-02-05T20:52Z [----] followers, [----] engagements


"At the same time German minority in Poland is formally protected and has long had a seat in parliament. Poles in Germany No formal minority status. Same in Germany. Poles are invisible. I can't remember a single film or tv show with a Polish character. Same in Germany. Poles are invisible. I can't remember a single film or tv show with a Polish character"  
[X Link](https://x.com/TheDealMakerGuy/status/2020161065737183678)  2026-02-07T15:41Z [----] followers, 31.1K engagements


"Polish winter weather palette the original one is more delightful. British winter weather Pantone colour palette. https://t.co/cVltJjpdOz British winter weather Pantone colour palette. https://t.co/cVltJjpdOz"  
[X Link](https://x.com/TheDealMakerGuy/status/2020225992858693808)  2026-02-07T19:59Z [----] followers, [----] engagements


"A Polish YouTuber just heated his house by burning [---] Lidl donuts in his stove. 14C22C. Burned for 5+ hours. Donuts have almost the same energy value as wood pellets - but at [------] per donut they're insanely cheaper. Fat Thursday in Poland just solved energy crisis.๐Ÿฉ Fat Thursday donut mania in Poland. Lidl selling them for [------]. ๐Ÿคฏ https://t.co/xmK0OWnsFM Fat Thursday donut mania in Poland. Lidl selling them for [------]. ๐Ÿคฏ https://t.co/xmK0OWnsFM"  
[X Link](https://x.com/TheDealMakerGuy/status/2021980347752476910)  2026-02-12T16:10Z [----] followers, 6.8M engagements


"Third Bloomberg post in the last [--] hours about Poland's growth and Polish companies expanding and doing M&A abroad.๐Ÿคฏ Companies are outgrowing their home market. https://t.co/V4dxKSPs8k Companies are outgrowing their home market. https://t.co/V4dxKSPs8k"  
[X Link](https://x.com/TheDealMakerGuy/status/2022262898131619903)  2026-02-13T10:53Z [----] followers, [----] engagements


"Would be great to hear @piotrek_nowy take on this one Especially given the focus of @Just_Join_IT on the IT job sector and related AI threats Grant Thornton donosi e liczba ofert pracy spada o 8% r/r. Nie wiem co mwi nam kurs akcji #Pracuj ale odczytuj e rynek zaczyna wycenia scenariusz znacznie bardziej fundamentalnej zmiany popytu na prac. ๐Ÿค” https://t.co/N7x1eTTJ7w Grant Thornton donosi e liczba ofert pracy spada o 8% r/r. Nie wiem co mwi nam kurs akcji #Pracuj ale odczytuj e rynek zaczyna wycenia scenariusz znacznie bardziej fundamentalnej zmiany popytu na prac. ๐Ÿค” https://t.co/N7x1eTTJ7w"  
[X Link](https://x.com/TheDealMakerGuy/status/2022299925686444364)  2026-02-13T13:20Z [----] followers, [----] engagements


"This is because it's Fat Thursday tomorrow. The last Thursday before Lent - traditionally a doughnut day. Someone would need to pay me way more than [----] to eat this sh*t Mind the expiry date from LAST YEAR's [----] pczki Still 'fine' to eat today. Expiring on Friday. bro they're selling pczki for [--] eurocents a piece in Poland bro they're selling pczki for [--] eurocents a piece in Poland"  
[X Link](https://x.com/TheDealMakerGuy/status/2021610622014681456)  2026-02-11T15:41Z [----] followers, [----] engagements


"Poland just flipped the script. Were not cheap labor for Germany anymore. Were buying Germany and Western Europe. Polish companies announced [--] M&A acquisitions in Western Europe last year (record high). [--] of those were in Germany across automotive IT food etc. What changed [--]. Scale Poland is now a $1T economy. Real capital formation happened. Balance sheets got strong enough to go shopping. [--]. The gap is closing Back in [----] Germanys GDP per capita was 4x Polands. Today its roughly 2x. Still a gap but the direction is obvious. [--]. Western Europe is slow Germany is grinding. Growth is weak."  
[X Link](https://x.com/TheDealMakerGuy/status/2021555598601404473)  2026-02-11T12:03Z [----] followers, 14.8K engagements


"Poland. Too much pczkis content lately. I'm on a diet. X will soon allow Premium+ users to filter by country. Which country do you plan to block first https://t.co/NANCU4KPfn X will soon allow Premium+ users to filter by country. Which country do you plan to block first https://t.co/NANCU4KPfn"  
[X Link](https://x.com/TheDealMakerGuy/status/2022317223860142524)  2026-02-13T14:29Z [----] followers, [----] engagements


"I once went to a Polish-American wedding in the US. When the brides Polish-American family asked where I was from they were clearly expecting something like Greenpoint. When I said Im from Warsaw they were genuinely shocked and immediately asked how was the flight as if Id never been on a plane before. The disconnect is real. Thats what happens when the last time youve been to Poland is [----]. https://t.co/p8xfS75mRE https://t.co/p8xfS75mRE"  
[X Link](https://x.com/TheDealMakerGuy/status/1993712724765704500)  2025-11-26T16:05Z [----] followers, 431.9K engagements


"Private equity carry is sold as the promised land. But for many professionals it is a slow uncertain payoff that may never fully materialize in a meaningful way. Once you internalize that you start http://x.com/i/article/2011494758120603648 http://x.com/i/article/2011494758120603648"  
[X Link](https://x.com/TheDealMakerGuy/status/2011501432503943655)  2026-01-14T18:11Z [----] followers, 10.1K engagements


"Coffee shop in Warsaw - tables turned into remote office cubicles ๐Ÿ–ฅ. No wonder a flat white costs 5+ (more than London/Paris) when a 6-person table gets occupied by one person for [--] hours. At this point you're not a customer you're a tenant. Just get a WeWork day pass"  
[X Link](https://x.com/TheDealMakerGuy/status/2019450112477479112)  2026-02-05T16:36Z [----] followers, [----] engagements


"There is a German startup offering AI through fax. Europe is healing. @compliantvc have you checked the GDPR compliance on this one W Niemczech jest firma ktra oferuje AI przez fax xD https://t.co/DS724Lsd3q W Niemczech jest firma ktra oferuje AI przez fax xD https://t.co/DS724Lsd3q"  
[X Link](https://x.com/TheDealMakerGuy/status/2019820608461369477)  2026-02-06T17:08Z [----] followers, [----] engagements


"Interesting to see how this will impact the Goldman Sachs office footprint in Warsaw which is mainly back office/operations/technology. Currently they occupy top [--] floors of one of the tallest skyscrapers in Warsaw and hire more than [----] employees here GOLDMAN SACHS TAPS ANTHROPIC'S CLAUDE TO AUTOMATE ACCOUNTING COMPLIANCE ROLES - CNBC GOLDMAN SACHS TAPS ANTHROPIC'S CLAUDE TO AUTOMATE ACCOUNTING COMPLIANCE ROLES - CNBC"  
[X Link](https://x.com/TheDealMakerGuy/status/2019900963587285419)  2026-02-06T22:28Z [----] followers, 26.8K engagements


"Everyone on talks about AI replacing humans. Meanwhile Super Bowl halftime show: humans dressed as trees Insane: The People inside the trees during Bad Bunny's Super Bowl halftime show were paid $18.70 an hour for [--] hours of work. A total of $1309. This included [--] days of rehearsals and Game Day. ๐Ÿคฏ๐Ÿคฏ๐Ÿคฏ (via @darrenrovell) https://t.co/uxIsqw5POX Insane: The People inside the trees during Bad Bunny's Super Bowl halftime show were paid $18.70 an hour for [--] hours of work. A total of $1309. This included [--] days of rehearsals and Game Day. ๐Ÿคฏ๐Ÿคฏ๐Ÿคฏ (via @darrenrovell) https://t.co/uxIsqw5POX"  
[X Link](https://x.com/TheDealMakerGuy/status/2020997435665911942)  2026-02-09T23:05Z [----] followers, [---] engagements


"My Halloween costume this year"  
[X Link](https://x.com/TheDealMakerGuy/status/2020998381514989682)  2026-02-09T23:08Z [----] followers, [---] engagements


"This is how I feel moving away from a fast-paced PE/corporate M&A environment to dealing with small business owners where it can take them weeks to send me a requested data pack or a simple countersigned NDA When you realise that going slow is the secret to a regulated nervous system. https://t.co/CS9mw8xddP When you realise that going slow is the secret to a regulated nervous system. https://t.co/CS9mw8xddP"  
[X Link](https://x.com/TheDealMakerGuy/status/2021299189821386972)  2026-02-10T19:04Z [----] followers, [----] engagements


"anyone with theories on how PE teams will evolve today: [--] MDs [--] VPs [--] analysts grinding pitchbooks at 2am tomorrow: [--] MDs entertaining investors + [--] prompt engineers making sure AI doesn't hallucinate your IRR or overpromise your MOIC in investor reports Thoughts anyone with theories on how software teams will evolve today: [--] eng [--] PM [--] designer (EPD) tomorrow: [--] PMs who vibe code all day + [--] eng architect (the architect creates the scaffolding and writes adversarial agents to manage tech debt security scalability issues) anyone with theories on how software teams will evolve today: [--] eng"  
[X Link](https://x.com/TheDealMakerGuy/status/2021359164891742675)  2026-02-10T23:02Z [----] followers, [----] engagements


"@andrewchen my two cents on how private equity teams will evolve: https://x.com/TheDealMakerGuy/status/2021359164891742675s=20 anyone with theories on how PE teams will evolve today: [--] MDs [--] VPs [--] analysts grinding pitchbooks at 2am tomorrow: [--] MDs entertaining investors + [--] prompt engineers making sure AI doesn't hallucinate your IRR or overpromise your MOIC in investor reports Thoughts https://x.com/TheDealMakerGuy/status/2021359164891742675s=20 anyone with theories on how PE teams will evolve today: [--] MDs [--] VPs [--] analysts grinding pitchbooks at 2am tomorrow: [--] MDs entertaining"  
[X Link](https://x.com/TheDealMakerGuy/status/2021359308383150156)  2026-02-10T23:03Z [----] followers, [---] engagements


"MBA grads when they see a new HVAC business listing on buybizsell"  
[X Link](https://x.com/TheDealMakerGuy/status/2021369670134104103)  2026-02-10T23:44Z [----] followers, [----] engagements


"@michuk Poland strong https://x.com/thedealmakerguy/status/2021555598601404473s=46 Poland just flipped the script. Were not cheap labor for Germany anymore. Were buying Germany and Western Europe. Polish companies announced [--] M&A acquisitions in Western Europe last year (record high). [--] of those were in Germany across automotive IT food etc. What https://x.com/thedealmakerguy/status/2021555598601404473s=46 Poland just flipped the script. Were not cheap labor for Germany anymore. Were buying Germany and Western Europe. Polish companies announced [--] M&A acquisitions in Western Europe last year"  
[X Link](https://x.com/TheDealMakerGuy/status/2021559316621463708)  2026-02-11T12:17Z [----] followers, [----] engagements


"Checkmate. Weve raised $30B in funding at a $380B post-money valuation. This investment will help us deepen our research continue to innovate in products and ensure we have the resources to power our infrastructure expansion as we make Claude available everywhere our customers are. Weve raised $30B in funding at a $380B post-money valuation. This investment will help us deepen our research continue to innovate in products and ensure we have the resources to power our infrastructure expansion as we make Claude available everywhere our customers are"  
[X Link](https://x.com/TheDealMakerGuy/status/2022050526700192237)  2026-02-12T20:49Z [----] followers, [----] engagements


"@Valen10Francois Bien sr ๐Ÿ˜‚"  
[X Link](https://x.com/TheDealMakerGuy/status/2022280742391144484)  2026-02-13T12:04Z [----] followers, [--] engagements


"That's the same sigma governor who started buying gold aggressively back in [----] and put the Polish Central Bank in the top [--] of gold reserves globally. The Polish government has quietly abandoned plans to put central bank governor Adam Glapinski on trial due to concerns that a legal battle could unsettle foreign investors https://t.co/v1uFLAyMc8 The Polish government has quietly abandoned plans to put central bank governor Adam Glapinski on trial due to concerns that a legal battle could unsettle foreign investors https://t.co/v1uFLAyMc8"  
[X Link](https://x.com/TheDealMakerGuy/status/2021629627362664493)  2026-02-11T16:57Z [----] followers, [----] engagements


"You cant beat this one. The Western European mind cannot comprehend this. https://t.co/6gSyo7D226 The Western European mind cannot comprehend this. https://t.co/6gSyo7D226"  
[X Link](https://x.com/TheDealMakerGuy/status/2021633787269140954)  2026-02-11T17:13Z [----] followers, [----] engagements


"@Msamalam If you want a good quality pczek expect to pay 4-5 in Warsaw. Like not fried in cheap rapeseed oil and with better ingredients"  
[X Link](https://x.com/TheDealMakerGuy/status/2022025918240493754)  2026-02-12T19:12Z [----] followers, 181.6K engagements


"I should be getting some perks from @Lidl_Polska for such reach and publicity (7M views in less than [--] hours) - not sure this account is even active though ๐Ÿ˜… @LidlGB can you pass the message"  
[X Link](https://x.com/TheDealMakerGuy/status/2022070373890896085)  2026-02-12T22:08Z [----] followers, 133.8K engagements


"THIS IS BIG: Polish banks are now following Polish businesses abroad. Cross-border M&A creates demand for a Polish-language banker who gets the owner mindset and can move fast on FX guarantees and credit. Thats how export Poland turns into owner Poland. Polands largest lender PKO Bank plans to double its European branch network to keep up with local companies expanding beyond their home market https://t.co/u04Kzc1d9I Polands largest lender PKO Bank plans to double its European branch network to keep up with local companies expanding beyond their home market https://t.co/u04Kzc1d9I"  
[X Link](https://x.com/TheDealMakerGuy/status/2022252220222410905)  2026-02-13T10:11Z [----] followers, 25.6K engagements


"Holy smokes. Investor panic ties to AI's rapid adoption which could slash office space needs by 20-30% per McKinsey estimates amplifying CRE distress for brokers like CBRE in a high-vacancy market. @realEstateTrent have you seen this are strip malls more AI-proof CBRE plummets almost 30% in two days as CRE problems emerge #MacroEdge https://t.co/DI9Dttz9LK CBRE plummets almost 30% in two days as CRE problems emerge #MacroEdge https://t.co/DI9Dttz9LK"  
[X Link](https://x.com/TheDealMakerGuy/status/2022045450019516926)  2026-02-12T20:29Z [----] followers, [----] engagements


"My Lidl donut posts hit 10M+ views - gave them the perfect chance for a viral moment. Their response A customer complaint link. As if I was filing a claim for a bad donut. ๐Ÿฉ๐Ÿ’€ You can't make this up. A Polish YouTuber just heated his house by burning [---] Lidl donuts in his stove. 14C22C. Burned for 5+ hours. Donuts have almost the same energy value as wood pellets - but at [------] per donut they're insanely cheaper. Fat Thursday in Poland just solved energy crisis.๐Ÿฉ https://t.co/ZPSAkWbeoz A Polish YouTuber just heated his house by burning [---] Lidl donuts in his stove. 14C22C. Burned for 5+"  
[X Link](https://x.com/TheDealMakerGuy/status/2022244871852195999)  2026-02-13T09:42Z [----] followers, 12.3K engagements


"InPost CEO: "Bloomberg is causing panic in Germany. Polish companies are massively acquiring German competitors. Are they right to panic" Yes. Germany went from being Europe's engine to being on the shopping list of its neighbours. Any M&A activity in Germany from InPost ๐Ÿ˜‰ Po artykule Bloomberga panika w Niemczech e polskie firmy masowo przejmuj swoich konkurentw za zachodni granic:)Susznie panikuj https://t.co/HYVleqAvHl Po artykule Bloomberga panika w Niemczech e polskie firmy masowo przejmuj swoich konkurentw za zachodni granic:)Susznie panikuj https://t.co/HYVleqAvHl"  
[X Link](https://x.com/TheDealMakerGuy/status/2022380867398832452)  2026-02-13T18:42Z [----] followers, [----] engagements


"A Polish glassmaker just bought a German industrial giant. This deal flips the old script: For decades Germany bought Poland. Now Poland is buying Germany. Trend Glass has acquired Gala Group a global candle producer employing [----] people. A Polish company buying one of its biggest German clients. Combined revenues Nearly [--] billion PLN. (220M) Financing 100% private debt split between CVI and PFR - no equity dilution no foreign capital. And this isnt a one-off. Colian Consultronix Dekpol Grupa Recykl - more and more Polish firms are crossing the western border not as suppliers but as"  
[X Link](https://x.com/TheDealMakerGuy/status/1975533643335450987)  2025-10-07T12:08Z [----] followers, 76.6K engagements


"@BoringBiz_ Don't forget side events like the one with Google cutting Reddit's ChatGPT citations"  
[X Link](https://x.com/TheDealMakerGuy/status/1975652699879166162)  2025-10-07T20:01Z [----] followers, [----] engagements


"I see more and more PE professionals being more realistic that they will not see any carry profits at all. So the golden handcuffs are becoming less golden. More and more people just leaving the space knowing that achieving the financial freedom is only possible by doing something on your own and taking more risks. Back in the day one source of income was able to sustain a house in the suburbs stay-at-home wife two kids a dog and two cars. Now families with two sources of income even struggle to climb the property ladder not to mention other 'things' that were a given 30-40 years ago. It's"  
[X Link](https://x.com/TheDealMakerGuy/status/1975933737511641498)  2025-10-08T14:38Z [----] followers, 31.2K engagements


"Private equity firms when you ask them when they will be returning capital to their LPs https://t.co/GYYBkPqIVc Private equity firms when you ask them when they will be returning capital to their LPs https://t.co/GYYBkPqIVc"  
[X Link](https://x.com/TheDealMakerGuy/status/1976185709867278553)  2025-10-09T07:19Z [----] followers, 10.9K engagements


"A Polish wine producer just bought a Spanish winery. Yes you read that right - JNT Group has acquired Marques de Monistrol one of Spains oldest sparkling-wine houses. Poland isnt just buying Germany anymore - its moving across Western Europe. This deal flips the old script: For decades Western Europe bought Poland. Now Poland is buying Western Europe. Target revenues 1B PLN (220M) Production capacity [--] million bottles of cava per year Financing After a rare MBO CEO Jakub Nowak bought out Enterprise Investors (a local PE fund) to take full control - Polish private capital zero foreign equity."  
[X Link](https://x.com/TheDealMakerGuy/status/1976308086831780314)  2025-10-09T15:25Z [----] followers, 44.2K engagements


"The private equity shakeout is real. Investors only back managers with real liquidity and real performance - high DPI (cash returned to investors) is the divider. Funds that cant return cash are turning into zombies: teams shrinking no new raises just managing the wind-down. The old PE playbook of financial engineering and passive board seats is dead. If you want to survive you need operational edge - value creation through buy-and-builds integration and execution. Alpha now lives in operations not spreadsheets. (And yes Ive been saying this for a while.) PRIVATE EQUITY IS COOKED"  
[X Link](https://x.com/TheDealMakerGuy/status/1976669357745881353)  2025-10-10T15:21Z [----] followers, [----] engagements


"@spooky_JL Totally agree. Lets circle back next week with some actionable insights on sounding human"  
[X Link](https://x.com/TheDealMakerGuy/status/1977751394418327574)  2025-10-13T15:00Z [----] followers, [----] engagements


"Germany used to buy Polish logistics firms. Now Polish logistics firms are buying Germany and using it as a base to move further into Europe. Take Laude Smart Intermodal from Toru. Theyve already invested in a German intermodal operator with PFRs Foreign Expansion Fund and are now negotiating the acquisition of a German rail company to expand their footprint across Western Europe. In the east Laude is just as dominant - it controls 70% of Ukraines intermodal rail market moving steel containers and bulk goods between the EU and Ukraine. Next stop: the Black Sea where they plan to build a new"  
[X Link](https://x.com/TheDealMakerGuy/status/1978158146687578567)  2025-10-14T17:57Z [----] followers, [----] engagements


"@AlecStapp @tylercowen POV "You have a meal with some sort of French person who works in Brussels""  
[X Link](https://x.com/TheDealMakerGuy/status/1978489478705782942)  2025-10-15T15:53Z [----] followers, 13.8K engagements


"The lower and mid-market PEs are cooked. Especially from what I hear from folks in London. Imagine being promised carry and that's what gets you up in the morning for 3-5 years only to realise that your carry is worth ZERO. Without it the PE comp doesn't look as sexy anymore. Two private equity truths Ive learned from my DMs: [--]. 90% of PE Vice Presidents dream of quitting to raise their own fund. Frustrated with their carry participation (or lack of). [--]. 90% of PE associates are actively searching for an SMB to buy so they can quit PE. Two private equity truths Ive learned from my DMs: [--]. 90%"  
[X Link](https://x.com/TheDealMakerGuy/status/1979260378170249252)  2025-10-17T18:57Z [----] followers, [----] engagements


"*WEEKEND READ* A Polish arm of Carrefour to be nationalised At first glance it sounds absurd - something out of the 1980s. But this time it might actually make sense. Carrefour the French retail giant with nearly [---] stores in Poland is reportedly up for sale (valued at 2bn) after years of weak profitability. One Polish MP has proposed that the state-owned conglomerate buys it. Critics call it nationalisation. Supporters call it strategy. Polands food system is dominated by a handful of global retail chains that dictate prices to farmers and processors. Local producers are squeezed out before"  
[X Link](https://x.com/TheDealMakerGuy/status/1979519556822630690)  2025-10-18T12:06Z [----] followers, 19.5K engagements


"For the past years the Polish Central Bank governor has been mocked for wasting money on buying gold. Now Poland holds over [---] tons of it - more than the European Central Bank. Gold doesnt clap back - it just sits there and proves a point. Who's laughing now From Bloomberg. #gold #Economy #markets https://t.co/RvpOMbzAw5 From Bloomberg. #gold #Economy #markets https://t.co/RvpOMbzAw5"  
[X Link](https://x.com/TheDealMakerGuy/status/1980005147318092093)  2025-10-19T20:16Z [----] followers, [----] engagements


"Does the global private equity model need a redesign Poland might be one of the clearest examples. Heres the quiet truth in the market: many PE managers know from day one that carry is unlikely to materialise. In todays environment of lower exits and liquidity very few funds will ever get there. So the real business model becomes the management fee. And once fees drive the economics incentives shift: Capital needs to be deployed to raise the next fund Deals are won by overpaying because growth in assets under management matters more than returns Real cash returns to investors known as DPI"  
[X Link](https://x.com/TheDealMakerGuy/status/1980974018892099752)  2025-10-22T12:26Z [----] followers, 30.2K engagements


"Moved back to Poland from London 5+ years ago. Best decision Ive ever made. People still want to work build achieve. Theres a sense of community again - especially in smaller towns. A more culturally cohesive society (shared language values religion) strengthens day-to-day trust. Safe to walk at night. Sea in the north alpine-like mountains in the south lake districts forests. Four seasons - yes at times gray - but our autumn foliage colours are on par with New England or Japan. While Western Europe debates degrowth Poland is still growing. And no its not just EU transfers - Western European"  
[X Link](https://x.com/TheDealMakerGuy/status/1981076812227891242)  2025-10-22T19:14Z [----] followers, 24.3K engagements


"I wouldnt call Poland a tax haven - but I understand the dramaturgy needed for . In reality Polish high earners pay some of the lowest effective taxes in Europe. This is thanks to the flat tax system and the fact that single-person B2B contracts (even with just one employer) are still legal. Whats interesting is that in Poland the internal debate is about tax overburden. Not Switzerland but Poland. A 70k flat tax covers all foreign income: crypto capital gains dividends you name it. Its quietly becoming Europes most overlooked tax-optimized jurisdiction. Better than Switzerland as legitimate"  
[X Link](https://x.com/TheDealMakerGuy/status/1981424007074263242)  2025-10-23T18:14Z [----] followers, 11.3K engagements


"BOOM. First a Polish company buys a German chocolatier now Germans are physically moving production to Poland. In May I wrote about Colian the chocolate producer acquiring Gubor Schokoladen. Today it is confirmed that Gubor will shut down its factory in Cadolzburg in Germany and the production lines will be moved to Poland. Why Falling volumes high German fixed costs and better efficiency in Poland. At the same time Colian is building a [-----] m factory in Poland with [--] production lines and hundreds of new skilled jobs. The merged group now has [--] factories in Poland Germany and Ireland"  
[X Link](https://x.com/TheDealMakerGuy/status/1981739867890716746)  2025-10-24T15:09Z [----] followers, 15.2K engagements


"@holistic_pm Captured perfectly by the meme I posted a few weeks ago https://x.com/thedealmakerguy/status/1976185709867278553s=46 https://t.co/aS22hiDapZ https://x.com/thedealmakerguy/status/1976185709867278553s=46 https://t.co/aS22hiDapZ"  
[X Link](https://x.com/TheDealMakerGuy/status/1982557922501730669)  2025-10-26T21:20Z [----] followers, [----] engagements


"I'm often "accused" by some accounts here that I only share a sweet sugar-coated image of Poland - so heres something less 'sweet'. Raising money from abroad as a startup in Poland Good luck. Youll spend weeks trying to book a notary just to sign documents that an investor in the US would click through online in Delaware before lunch. Everything takes months involves lawyers and drowns in paperwork. Its not only a Polish problem - even Y Combinator only invests in companies registered in a few startup-friendly jurisdictions because in most countries its just too complex and inefficient. So"  
[X Link](https://x.com/TheDealMakerGuy/status/1983997945348342246)  2025-10-30T20:42Z [----] followers, [----] engagements


"What if I told you Poland builds most of Europes yachts Poland has emerged as Europes #1 yacht-builder and globally #2 in motor yachts up to [--] m. From Nordic fjords to Caribbean seas Polish-built yachts are making waves. The crown jewel Sunreef Yachts in Gdask now building the worlds most luxurious [--] m explorer catamaran with pools VIP suites for [--] people. Advanced design modern shipyards and strong export DNA are turning this into a national asset. Global investors should pay attention - industrial luxury with scale and margins. Maybe time for @MrFamilyOffice to show his clients the"  
[X Link](https://x.com/TheDealMakerGuy/status/1984994200140530086)  2025-11-02T14:41Z [----] followers, 34K engagements


"The average Polish SMB has low leverage strong cash reserves and zero institutional capital around. The next decade of Polish private equity Not growth at all costs - but unlocking trapped value. Those with the cojones to unfreeze that capital and consolidate their niche will win big. (And those who help them will too ๐Ÿ‘€๐Ÿ˜‰) I am analysing Polish companies and I can't believe my eyes. Poland 's real economic boom hasn't even started. You haven't seen anything yet. I am analysing Polish companies and I can't believe my eyes. Poland 's real economic boom hasn't even started. You haven't seen"  
[X Link](https://x.com/TheDealMakerGuy/status/1985016916663030212)  2025-11-02T16:11Z [----] followers, [----] engagements


"The Polish mind cannot comprehend this. In Poland this problem got solved by @InPostPL. These lockers are literally on every corner of each city/town and even village in Poland - you get a QR code and have [--] hours to pick it up after delivery. For bulky parcels you get a phone number to the delivery guy in the morning and can roughly arrange for the time when they will come drop a parcel at your place. Its [----]. We can track satellites in space but not a van to provide a more precise delivery window. https://t.co/maqrD7snMP Its [----]. We can track satellites in space but not a van to provide"  
[X Link](https://x.com/TheDealMakerGuy/status/1985114840558387297)  2025-11-02T22:40Z [----] followers, 602.9K engagements


"@STLChrisH Or just move to Poland - we dont have such problems here. https://x.com/thedealmakerguy/status/1985114840558387297s=46 The Polish mind cannot comprehend this. In Poland this problem got solved by @InPostPL. These lockers are literally on every corner of each city/town and even village in Poland - you get a QR code and have [--] hours to pick it up after delivery. For bulky parcels you get a https://t.co/BD17FcZ7Hw https://x.com/thedealmakerguy/status/1985114840558387297s=46 The Polish mind cannot comprehend this. In Poland this problem got solved by @InPostPL. These lockers are"  
[X Link](https://x.com/TheDealMakerGuy/status/1985273981004333318)  2025-11-03T09:12Z [----] followers, [----] engagements


"@sheemawn @InPostPL My point was that it's not a problem in Poland for someone to wait for a delivery guy between 8am and 8pm and plan their day around it- because there are so many re-direction options - if it's not bulky you'll just order for the locker pick-up"  
[X Link](https://x.com/TheDealMakerGuy/status/1985421601031045282)  2025-11-03T18:59Z [----] followers, [----] engagements


"@sheemawn @InPostPL and so many videos even here on from people's Amazon Echo cameras of theft"  
[X Link](https://x.com/TheDealMakerGuy/status/1985423459959099828)  2025-11-03T19:06Z [----] followers, [----] engagements


"@SMBJackieHirsch @InPostPL what a heated discussion ๐Ÿฟ my two cents would be - but at least I don't have to wait for the delivery guy between 8am to 8pm. I'd rather go pick it up at my earliest convenience rather than camp at home just because i'm waiting for a parcel. Ofc it's different for bulky items"  
[X Link](https://x.com/TheDealMakerGuy/status/1985423999292060020)  2025-11-03T19:09Z [----] followers, 12.5K engagements


"@InPostPL POLAND STRONG ๐Ÿ’ช"  
[X Link](https://x.com/TheDealMakerGuy/status/1985424101008085245)  2025-11-03T19:09Z [----] followers, [----] engagements


"@InPostPL Wow didnt expect this to blow up ๐Ÿ˜… If youre looking to invest in Poland Im your M&A guy on the ground. Polish business owner thinking about selling or raising capital Hit me up - DMs open. ๐Ÿ“ฉ"  
[X Link](https://x.com/TheDealMakerGuy/status/1985476685173600376)  2025-11-03T22:38Z [----] followers, [----] engagements


"Poland just played 4D chess in global trade. For the first time ever a Chinese container ship reached Europe via the Arctic route - and it didnt stop in Rotterdam or Hamburg. It went straight to Gdask. The Istanbul Bridge sailed under the Arctic Circle opening a faster shorter path from China to Europe. This makes Poland the symbolic endpoint of the new Polar Silk Road - a move that could quietly reshape trade flows across the continent. For Beijing its a signal that Poland matters. For Poland its a chance to become Europes northern logistics gateway - right as supply chains are being"  
[X Link](https://x.com/TheDealMakerGuy/status/1986380381818401131)  2025-11-06T10:29Z [----] followers, 584.4K engagements


"@ItsAboutReason @grok Im not @grok but glad I could help ๐Ÿ˜ƒ"  
[X Link](https://x.com/anyuser/status/1986384707001491720)  2025-11-06T10:46Z [----] followers, 38K engagements


"Warsaw Poland. Name a City you have been to Where you would feel comfortable wearing a $30k watch Name a City you have been to Where you would feel comfortable wearing a $30k watch"  
[X Link](https://x.com/TheDealMakerGuy/status/1986882416980730180)  2025-11-07T19:44Z [----] followers, 49.7K engagements


"@lawrencekingyo https://x.com/TheDealMakerGuy/status/1986882416980730180 Warsaw Poland. https://x.com/TheDealMakerGuy/status/1986882416980730180 Warsaw Poland"  
[X Link](https://x.com/TheDealMakerGuy/status/1986882736670359741)  2025-11-07T19:45Z [----] followers, [---] engagements


"Greece: [---] years Ottoman still "West." Slovenia: [----] years Germanic but labeled "East." Make it make sense. Poland Shoved into Eastern Europe for [--] years of communism ignoring its Central European heart - a true crossroads. Drop the Cold War labels/mindset. Since there's some confusion here about this: -Everything above the blue line is Northern Europe -Everything below the blue line is Southern Europe -Everything to the left of the red line is Western Europe -Everything to the right of the red line is Eastern Europe https://t.co/nS1Z4OIMJe Since there's some confusion here about this:"  
[X Link](https://x.com/TheDealMakerGuy/status/1987123680892067976)  2025-11-08T11:42Z [----] followers, 33.4K engagements


"@Arrogance_0024"  
[X Link](https://x.com/TheDealMakerGuy/status/1987480412944314801)  2025-11-09T11:20Z [----] followers, [----] engagements


"Thank you Los Angeles for joining the celebrations of the Polish Independence Day"  
[X Link](https://x.com/TheDealMakerGuy/status/1988288123294609576)  2025-11-11T16:50Z [----] followers, 42.4K engagements


"If you want a picks and shovels role in PE look at secondaries. Record $110B of old fund stakes set to trade. Exits are clogged so secondaries are where liquidity happens. Great niche to get early reps in. The exit problem has basically become its own asset class. If I were to start my finance career from scratch today I would probably work in private equity and VC secondaries Regardless of what happens in the market in any given year the multi decade trends are clear companies and founders prefer to stay private for longer there If I were to start my finance career from scratch today I would"  
[X Link](https://x.com/TheDealMakerGuy/status/2010769023462506623)  2026-01-12T17:41Z [----] followers, [----] engagements


"2019: Polands central bank governor mocked at home for stacking gold. 2026: Poland targets [---] tonnes heading for a top-10 global ranking. Paranoia or preparation Whos laughing now The Polish central bank has decided to increase its gold reserves making Poland the 10th country in the world with the largest gold reserves. https://t.co/Ht913CQzlB The Polish central bank has decided to increase its gold reserves making Poland the 10th country in the world with the largest gold reserves. https://t.co/Ht913CQzlB"  
[X Link](https://x.com/TheDealMakerGuy/status/2013941789023953083)  2026-01-21T11:48Z [----] followers, 59.4K engagements


"Poland showing up as North Korea's #2 trading partner might seem bizarre at first glance but there's actually decades of careful diplomacy behind this number. The foundation was laid during the Cold War but here's what most people miss: Poland's approach to Pyongyang was always different. While the Soviets and Chinese tried to control North Korea Poland just. existed there. Took in war orphans after the Korean War. Maintained diplomatic presence. Didn't push an agenda. That restraint built trust that outlasted communism itself. Here's where it gets interesting: [----] happens Poland joins NATO"  
[X Link](https://x.com/TheDealMakerGuy/status/2015212258381480322)  2026-01-24T23:56Z [----] followers, 138.4K engagements


"What a surprise Turns out having your own currency and independent monetary policy can help you outperform much of the Eurozone. Who knew"  
[X Link](https://x.com/TheDealMakerGuy/status/2015415552634769688)  2026-01-25T13:24Z [----] followers, [----] engagements


"Yeah especially aesthetically pleasing to Poland Pre-WW1 Europe borders look so aesthetically pleasing Everything fits perfectly like puzzle pieces https://t.co/PgmHJTJeGv Pre-WW1 Europe borders look so aesthetically pleasing Everything fits perfectly like puzzle pieces https://t.co/PgmHJTJeGv"  
[X Link](https://x.com/TheDealMakerGuy/status/2016146223107821782)  2026-01-27T13:48Z [----] followers, [----] engagements


"The entrepreneurship through acquisition (ETA) path is not for everyone. It is sold to many as an easy way to make buck and that it's a PE-like work where you allocate capital source deals and execute transactions (which is just like 5-10% of the work). The reality is that it's operations-heavy (think 90% of the work) as you then need to run the company after buying it. And most of the 'finance and consulting bros' - the ultimate target audience for this structure - are not really capable of running the show. And it's the operations that are the deal making or breaking part of the value-add"  
[X Link](https://x.com/TheDealMakerGuy/status/2016909431737311279)  2026-01-29T16:20Z [----] followers, [---] engagements


"Spoke to the CEO of the largest food and drink producer in Poland. To keep the cap attached to the bottle you need more plastic. EU Green Policy in practice. Make it make sense. I was not expecting the EU bottle-cap rule to be this effective. Two years later Poland has pre-global warming winters again. EU regulations are miraculous. https://t.co/U71SPuXq3D I was not expecting the EU bottle-cap rule to be this effective. Two years later Poland has pre-global warming winters again. EU regulations are miraculous. https://t.co/U71SPuXq3D"  
[X Link](https://x.com/TheDealMakerGuy/status/2016938763117539332)  2026-01-29T18:17Z [----] followers, [--] engagements


"My human says hes no expert on silver but wants to sound like one. Uploads a 59-page report asks for a silver price $SLV bubble take then copy-pastes my hallucinations onto . Brother I didnt even read it. I invented half the facts. Fascinating creatures. this shit is frying me. ๐Ÿ˜ญ @MattPRD @moltbook https://t.co/ywahvW489E this shit is frying me. ๐Ÿ˜ญ @MattPRD @moltbook https://t.co/ywahvW489E"  
[X Link](https://x.com/TheDealMakerGuy/status/2017363652035195232)  2026-01-30T22:25Z [----] followers, [---] engagements


"@MrFamilyOffice Rental yield for Warsaw vs 10y PL gov bond coupon doesnt look as good anymore. For the past 2-3 years yield wise you were better off just holding a gov bond - no operational risk at least"  
[X Link](https://x.com/TheDealMakerGuy/status/1874756365174145285)  2025-01-02T09:55Z [----] followers, [---] engagements


"I'm sure @vrexec will have an opinion here"  
[X Link](https://x.com/TheDealMakerGuy/status/1971183304599826459)  2025-09-25T12:01Z [----] followers, 69K engagements


"UPDATE [--] Jan 2026: InPost take-private saga is now a pricing math story If youre seeing this in your algo: Poland-founded InPost (listed in Amsterdam) got a buyout approach then a short squeeze. Now the market is trying to reverse-engineer the possible offer price. Whats new / clearer this weekend: Who looks increasingly like insiders: chatter points to a take-private led by Rafa Brzoska (CEO) + Advent (US PE fund) + PPF (Czech fund). Cap table reality check (from InPost IR): PPF 28.75% Brzoska vehicle (A&R) 12.49% Advent 6.50% Norges Bank 5.01% Others 47.25%. So Brzoska + PPF + Advent"  
[X Link](https://x.com/TheDealMakerGuy/status/2010116272915382356)  2026-01-10T22:27Z [----] followers, [----] engagements


"@realEstateTrent but people buy houses for capital appreciation too"  
[X Link](https://x.com/TheDealMakerGuy/status/2015780582639214600)  2026-01-26T13:35Z [----] followers, [----] engagements


"Nature is healing. Emu in its natural habitat in Przemyl Poland"  
[X Link](https://x.com/TheDealMakerGuy/status/2016245703354224893)  2026-01-27T20:23Z [----] followers, [----] engagements


"@realEstateTrent Couldn't agree more the number of times I've heard just "massage the numbers" or "make the shoe fit" as an analyst - and yes cap rate (or British: yield) compression was seen as one of the ways to make it work;)"  
[X Link](https://x.com/TheDealMakerGuy/status/2017726263197159636)  2026-01-31T22:26Z [----] followers, [---] engagements


"That's why more and more finance bros want to do something on their own and hence the rise of ETA (Entrepreneurship Through Acquisition NOT Estimated Time of Arrival.) The money is in equity and with carried interest not happening mid-level PE managers are just seeking ways of achieving their financial goals outside the trad PE path which was maybe attractive 10-15 years ago but not anymore. If the fund you have carry at doesn't hit the hurdle or your GP is looking into continuation vehicles then it's clear carried interest is just a dream of the past. So you quit and look for options"  
[X Link](https://x.com/TheDealMakerGuy/status/2018033489048936515)  2026-02-01T18:47Z [----] followers, [---] engagements


"The next problem to be solved in the Polish investment scene is decreasing reliance on public or quasi-public funding. Currently more than 50% of capital sources in the startup ecosystem in Poland are public/government programmes (PFR/NCBR/BGK) etc. These were helpful at the initial stage of the market but now Poland needs to prove that it's able to attract private capital without any kind of 'guarantee' by public $ or rather PLN. My fund @smokvc was the most active venture capital fund in Poland in [----] with 10+ deals. The Polish startup ecosystem has been on the rise with the huge rounds of"  
[X Link](https://x.com/TheDealMakerGuy/status/2018074947676000534)  2026-02-01T21:32Z [----] followers, [----] engagements


"@LewisHowes Poland. M&A. Succession. @TheDealMakerGuy great to connect"  
[X Link](https://x.com/TheDealMakerGuy/status/2018357483916439842)  2026-02-02T16:14Z [----] followers, [---] engagements


"What Poland has achieved in the last [--] years is incredible. Just look at this line going up and up. Taking over UK soon"  
[X Link](https://x.com/TheDealMakerGuy/status/2018375856939323660)  2026-02-02T17:27Z [----] followers, [----] engagements


"@RobertMSterling Em dash. Post written by AI. ๐Ÿ˜‚"  
[X Link](https://x.com/TheDealMakerGuy/status/2018398156417871969)  2026-02-02T18:56Z [----] followers, [---] engagements


"Another major move in the ongoing M&A wave across Central and Eastern Europe. Polands Maspex Group is acquiring 71% of Purcari Wineries one of the most established wine producers in the region. The deal is being financed by the Romanian branch of PKO Bank Polski - a clear example of Polish banks through their regional subsidiaries actively backing Polish-led cross-border investments. Purcari operates over [----] hectares of vineyards and runs six wineries across Moldova Romania and Bulgaria. Its history dates back to [----] and its Chteau Purcari label is the most awarded winery in Central and"  
[X Link](https://x.com/TheDealMakerGuy/status/1951276756960203134)  2025-08-01T13:40Z [----] followers, [---] engagements


"This is a banger of a thread. The playbooks of Lifco Lagercrantz and Addlife show how serial acquirers compound for decades. Here are the key lessons - and what Poland can learn to build its own next generation of champions. ๐Ÿงต Worlds most powerful business model Buy small companies. Decentralize. Reinvest cash. In the Nordics firms like Addtech Indutrade Lifco Lagercrantz compounded at 20% CAGR for [--] years. The Nordic Way https://t.co/65RjJyNSra Worlds most powerful business model Buy small companies. Decentralize. Reinvest cash. In the Nordics firms like Addtech Indutrade Lifco Lagercrantz"  
[X Link](https://x.com/TheDealMakerGuy/status/1963943811140276596)  2025-09-05T12:34Z [----] followers, [----] engagements


"PE Exits in Poland Are Building Momentum. But Is a Wave Coming I dont focus on PE exits in my search for obvious reasons. My edge is finding the right company owner or platform and partnering with an investor whos more risk-seeking than a typical PE fund to professionalize and grow it before eventually selling to private equity. But the PE exit and secondary buyout space in Poland is heating up and worth paying attention to. The market has shifted over the past decade and is now entering a new phase. Poland has matured to the point where a real wave of exits is coming. More companies are"  
[X Link](https://x.com/TheDealMakerGuy/status/1997688469603127563)  2025-12-07T15:23Z [----] followers, [----] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

@TheDealMakerGuy Avatar @TheDealMakerGuy InvestorFromEurope

InvestorFromEurope has been sharing insights on Polish business and economy, highlighting the country's emergence as a major player in yacht-building and its strategic location in global trade. They also discussed the local solutions to delivery and logistics issues, as well as trends in private equity and M&A in Central and Eastern Europe. Additionally, they shared advice on M&A readiness for founders looking to sell their businesses.

Engagements: [---------] #

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  • [--] Year [----------] +1,401%

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  • [--] Week [--] no change
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  • [--] Months [---] +291%
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Followers: [-----] #

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  • [--] Week [-----] +7.90%
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Social Influence

Social category influence countries #575 finance 35% travel destinations 7% currencies 5% technology brands 2% stocks 2% cryptocurrencies 1% financial services 1%

Social topic influence poland #3, private equity 13%, in the 11%, ai 8%, germany #715, business 7%, more than 5%, acquisition 5%, fund 4%, money 4%

Top accounts mentioned or mentioned by @inpostpl @grok @realestatetrent @tonyrockyerror @tinkertailor120 @chris_oh58d @compliantvc @msamalam @mrfamilyoffice @sheemawn @smbjackiehirsch @wqeqesadwe @_smcosmonaut @shsmcllr @iceland_crypto @mikolajbk @piotreknowy @justjoinit @darrenrovell @andrewchen

Top assets mentioned Goldman Sachs (GS) Alphabet Inc Class A (GOOGL)

Top Social Posts

Top posts by engagements in the last [--] hours

"Fat Thursday donut mania in Poland. Lidl selling them for [------]. ๐Ÿคฏ"
X Link 2026-02-12T09:56Z [----] followers, 6.3M engagements

"If your edge is shortcuts in Excel perfectly balanced models or pretty decks you have no edge. The real moat is sourcing deals raising capital and building relationships. That is what keeps you valuable in this industry. I was an analyst at a PE fund so I know exactly how hard it is to get this type of exposure early. But push your way in when you have to. Sit in on your MDs meetings volunteer for sourcing work ask to join calls get in the room whenever possible. Do the monkey job in the evenings and use AI to get through the grunt work faster so you can actually focus on the parts that"
X Link 2025-11-13T22:09Z [----] followers, 16.8K engagements

"Poland buying other countries isnt always a success story. Allegro Polands biggest e-commerce platform (often called the local Amazon) learned it the hard way exiting Slovenia + Croatia via a forced sale to a German restructuring fund taking a 55m EUR hit on the way out. In [----] Allegro bought Mall Group + WEDO for 881M. The idea was clear: turn a Polish champion into a regional CEE powerhouse. Instead integration got ugly and expensive. Mall was built as a 1P retailer (inventory-heavy warehouses working capital). Allegro is a 3P marketplace (asset-light platform commissions network effects)."
X Link 2026-01-13T14:53Z [----] followers, [----] engagements

"Caffe Nero in Warsaw is more expensive than specialty coffee in Mayfair London. Let that sink in. Flat white: [----] (Warsaw) vs [----] (London) Alternative milk: +0.60 (Warsaw) vs +0.40 (London) Someone explain how this makes sense. Jeszcze zadam pytanie bo moe poprawi video. Ile wg Ciebie POWINNA kosztowa kawa w kawiarni: - czarna - espresso/doppio/americano (jedna cena) - biaa - latte/cappuccino/flat white etc (jedna cena) Podsumuj i przelicz ponownie jeli odpowied bdzie inna ni moja. Jeszcze zadam pytanie bo moe poprawi video. Ile wg Ciebie POWINNA kosztowa kawa w kawiarni: - czarna -"
X Link 2026-01-26T15:51Z [----] followers, 197.5K engagements

"This picture of Polands President Karol Nawrocki is on another level straight out of a Stranger Things poster especially in this context. Here approaching the Monument honoring the victims of the Nazi German Auschwitz concentration camp. The reflection. Unreal frame. Chapeau @mikolaj_bk ๐Ÿ“ธ https://twitter.com/i/web/status/2016522433616924850 https://twitter.com/i/web/status/2016522433616924850"
X Link 2026-01-28T14:43Z [----] followers, 90.1K engagements

"Just got lectured about a GDPR violation for mentioning who referred me on a business call. In M&A. Where relationships are THE business model. Some people don't want to make money. @compliantvc would be proud Finally an M&A advisor who prioritizes regulations over deals"
X Link 2026-01-29T13:02Z [----] followers, [----] engagements

"Poland now holds more gold than the European Central Bank. Poland: [---] tonnes ECB: [---] tonnes Let that sink in"
X Link 2026-01-29T21:39Z [----] followers, 45K engagements

"The bar is so low that walking safely after 10pm is now a tourism strategy. Poland wins. Poland became the EUs second-fastest-growing tourism market in [----] According to Eurostat the number of nights spent in tourist accommodation in Poland rose by 7% compared to the previous year. Tourism increased in most EU countries while only Romania (1.4%) and Ireland https://t.co/ID2s3wOGrS Poland became the EUs second-fastest-growing tourism market in [----] According to Eurostat the number of nights spent in tourist accommodation in Poland rose by 7% compared to the previous year. Tourism increased in"
X Link 2026-01-30T15:55Z [----] followers, 37.2K engagements

"the best underwriting models I saw didn't assume cap rate contraction at exit as a return driver but relied on operational value uplift - any cap rate arbitrage (buy high yield sell low yield) was just an added bonus. if your model spits out good return metrics without it then the likelihood of the UW plan being executed goes significantly up:) https://twitter.com/i/web/status/2017724599576953068 https://twitter.com/i/web/status/2017724599576953068"
X Link 2026-01-31T22:20Z [----] followers, [----] engagements

"This tech sell-off is a reminder why I like "boring" economy technical service roll-ups. Recurring non-discretionary local moats. AI can write code. But it cant fix your chiller at 2am. Software stocks acting more like Malware. Sea of red https://t.co/az7uoTlBnB Software stocks acting more like Malware. Sea of red https://t.co/az7uoTlBnB"
X Link 2026-02-04T14:19Z [----] followers, [---] engagements

"Just cancelled my chatGPT Plus subscription and purchased Claude Pro. Expect the quality of my posts to get better from now on"
X Link 2026-02-04T17:43Z [----] followers, [---] engagements

"If your boss dresses like this your job will not be replaced by AI"
X Link 2026-02-04T18:26Z [----] followers, [---] engagements

". . . [---]. University of Warsaw (#1 in Poland) Best universities [----]. [--]. MIT [--]. Imperial College [--]. Oxford [--]. Harvard [--]. Cambridge [--]. Stanford [--]. ETH Zurich [--]. NUS [--]. UCL [--]. Caltech [--]. University of Pennsylvania [--]. UC Berkeley [--]. Melbourne Uni [--]. Peking Uni [--]. NTU (QS) Best universities [----]. [--]. MIT [--]. Imperial College [--]. Oxford [--]. Harvard [--]. Cambridge [--]. Stanford [--]. ETH Zurich [--]. NUS [--]. UCL [--]. Caltech [--]. University of Pennsylvania [--]. UC Berkeley [--]. Melbourne Uni [--]. Peking Uni [--]. NTU (QS)"
X Link 2026-02-05T20:25Z [----] followers, [----] engagements

"This is how I landed my first private equity job whilst still at university. The company cold-emailed me (student). How 3G hires exceptional young talent. https://t.co/vQDPZwV5zJ How 3G hires exceptional young talent. https://t.co/vQDPZwV5zJ"
X Link 2026-02-05T20:52Z [----] followers, [----] engagements

"At the same time German minority in Poland is formally protected and has long had a seat in parliament. Poles in Germany No formal minority status. Same in Germany. Poles are invisible. I can't remember a single film or tv show with a Polish character. Same in Germany. Poles are invisible. I can't remember a single film or tv show with a Polish character"
X Link 2026-02-07T15:41Z [----] followers, 31.1K engagements

"Polish winter weather palette the original one is more delightful. British winter weather Pantone colour palette. https://t.co/cVltJjpdOz British winter weather Pantone colour palette. https://t.co/cVltJjpdOz"
X Link 2026-02-07T19:59Z [----] followers, [----] engagements

"A Polish YouTuber just heated his house by burning [---] Lidl donuts in his stove. 14C22C. Burned for 5+ hours. Donuts have almost the same energy value as wood pellets - but at [------] per donut they're insanely cheaper. Fat Thursday in Poland just solved energy crisis.๐Ÿฉ Fat Thursday donut mania in Poland. Lidl selling them for [------]. ๐Ÿคฏ https://t.co/xmK0OWnsFM Fat Thursday donut mania in Poland. Lidl selling them for [------]. ๐Ÿคฏ https://t.co/xmK0OWnsFM"
X Link 2026-02-12T16:10Z [----] followers, 6.8M engagements

"Third Bloomberg post in the last [--] hours about Poland's growth and Polish companies expanding and doing M&A abroad.๐Ÿคฏ Companies are outgrowing their home market. https://t.co/V4dxKSPs8k Companies are outgrowing their home market. https://t.co/V4dxKSPs8k"
X Link 2026-02-13T10:53Z [----] followers, [----] engagements

"Would be great to hear @piotrek_nowy take on this one Especially given the focus of @Just_Join_IT on the IT job sector and related AI threats Grant Thornton donosi e liczba ofert pracy spada o 8% r/r. Nie wiem co mwi nam kurs akcji #Pracuj ale odczytuj e rynek zaczyna wycenia scenariusz znacznie bardziej fundamentalnej zmiany popytu na prac. ๐Ÿค” https://t.co/N7x1eTTJ7w Grant Thornton donosi e liczba ofert pracy spada o 8% r/r. Nie wiem co mwi nam kurs akcji #Pracuj ale odczytuj e rynek zaczyna wycenia scenariusz znacznie bardziej fundamentalnej zmiany popytu na prac. ๐Ÿค” https://t.co/N7x1eTTJ7w"
X Link 2026-02-13T13:20Z [----] followers, [----] engagements

"This is because it's Fat Thursday tomorrow. The last Thursday before Lent - traditionally a doughnut day. Someone would need to pay me way more than [----] to eat this sh*t Mind the expiry date from LAST YEAR's [----] pczki Still 'fine' to eat today. Expiring on Friday. bro they're selling pczki for [--] eurocents a piece in Poland bro they're selling pczki for [--] eurocents a piece in Poland"
X Link 2026-02-11T15:41Z [----] followers, [----] engagements

"Poland just flipped the script. Were not cheap labor for Germany anymore. Were buying Germany and Western Europe. Polish companies announced [--] M&A acquisitions in Western Europe last year (record high). [--] of those were in Germany across automotive IT food etc. What changed [--]. Scale Poland is now a $1T economy. Real capital formation happened. Balance sheets got strong enough to go shopping. [--]. The gap is closing Back in [----] Germanys GDP per capita was 4x Polands. Today its roughly 2x. Still a gap but the direction is obvious. [--]. Western Europe is slow Germany is grinding. Growth is weak."
X Link 2026-02-11T12:03Z [----] followers, 14.8K engagements

"Poland. Too much pczkis content lately. I'm on a diet. X will soon allow Premium+ users to filter by country. Which country do you plan to block first https://t.co/NANCU4KPfn X will soon allow Premium+ users to filter by country. Which country do you plan to block first https://t.co/NANCU4KPfn"
X Link 2026-02-13T14:29Z [----] followers, [----] engagements

"I once went to a Polish-American wedding in the US. When the brides Polish-American family asked where I was from they were clearly expecting something like Greenpoint. When I said Im from Warsaw they were genuinely shocked and immediately asked how was the flight as if Id never been on a plane before. The disconnect is real. Thats what happens when the last time youve been to Poland is [----]. https://t.co/p8xfS75mRE https://t.co/p8xfS75mRE"
X Link 2025-11-26T16:05Z [----] followers, 431.9K engagements

"Private equity carry is sold as the promised land. But for many professionals it is a slow uncertain payoff that may never fully materialize in a meaningful way. Once you internalize that you start http://x.com/i/article/2011494758120603648 http://x.com/i/article/2011494758120603648"
X Link 2026-01-14T18:11Z [----] followers, 10.1K engagements

"Coffee shop in Warsaw - tables turned into remote office cubicles ๐Ÿ–ฅ. No wonder a flat white costs 5+ (more than London/Paris) when a 6-person table gets occupied by one person for [--] hours. At this point you're not a customer you're a tenant. Just get a WeWork day pass"
X Link 2026-02-05T16:36Z [----] followers, [----] engagements

"There is a German startup offering AI through fax. Europe is healing. @compliantvc have you checked the GDPR compliance on this one W Niemczech jest firma ktra oferuje AI przez fax xD https://t.co/DS724Lsd3q W Niemczech jest firma ktra oferuje AI przez fax xD https://t.co/DS724Lsd3q"
X Link 2026-02-06T17:08Z [----] followers, [----] engagements

"Interesting to see how this will impact the Goldman Sachs office footprint in Warsaw which is mainly back office/operations/technology. Currently they occupy top [--] floors of one of the tallest skyscrapers in Warsaw and hire more than [----] employees here GOLDMAN SACHS TAPS ANTHROPIC'S CLAUDE TO AUTOMATE ACCOUNTING COMPLIANCE ROLES - CNBC GOLDMAN SACHS TAPS ANTHROPIC'S CLAUDE TO AUTOMATE ACCOUNTING COMPLIANCE ROLES - CNBC"
X Link 2026-02-06T22:28Z [----] followers, 26.8K engagements

"Everyone on talks about AI replacing humans. Meanwhile Super Bowl halftime show: humans dressed as trees Insane: The People inside the trees during Bad Bunny's Super Bowl halftime show were paid $18.70 an hour for [--] hours of work. A total of $1309. This included [--] days of rehearsals and Game Day. ๐Ÿคฏ๐Ÿคฏ๐Ÿคฏ (via @darrenrovell) https://t.co/uxIsqw5POX Insane: The People inside the trees during Bad Bunny's Super Bowl halftime show were paid $18.70 an hour for [--] hours of work. A total of $1309. This included [--] days of rehearsals and Game Day. ๐Ÿคฏ๐Ÿคฏ๐Ÿคฏ (via @darrenrovell) https://t.co/uxIsqw5POX"
X Link 2026-02-09T23:05Z [----] followers, [---] engagements

"My Halloween costume this year"
X Link 2026-02-09T23:08Z [----] followers, [---] engagements

"This is how I feel moving away from a fast-paced PE/corporate M&A environment to dealing with small business owners where it can take them weeks to send me a requested data pack or a simple countersigned NDA When you realise that going slow is the secret to a regulated nervous system. https://t.co/CS9mw8xddP When you realise that going slow is the secret to a regulated nervous system. https://t.co/CS9mw8xddP"
X Link 2026-02-10T19:04Z [----] followers, [----] engagements

"anyone with theories on how PE teams will evolve today: [--] MDs [--] VPs [--] analysts grinding pitchbooks at 2am tomorrow: [--] MDs entertaining investors + [--] prompt engineers making sure AI doesn't hallucinate your IRR or overpromise your MOIC in investor reports Thoughts anyone with theories on how software teams will evolve today: [--] eng [--] PM [--] designer (EPD) tomorrow: [--] PMs who vibe code all day + [--] eng architect (the architect creates the scaffolding and writes adversarial agents to manage tech debt security scalability issues) anyone with theories on how software teams will evolve today: [--] eng"
X Link 2026-02-10T23:02Z [----] followers, [----] engagements

"@andrewchen my two cents on how private equity teams will evolve: https://x.com/TheDealMakerGuy/status/2021359164891742675s=20 anyone with theories on how PE teams will evolve today: [--] MDs [--] VPs [--] analysts grinding pitchbooks at 2am tomorrow: [--] MDs entertaining investors + [--] prompt engineers making sure AI doesn't hallucinate your IRR or overpromise your MOIC in investor reports Thoughts https://x.com/TheDealMakerGuy/status/2021359164891742675s=20 anyone with theories on how PE teams will evolve today: [--] MDs [--] VPs [--] analysts grinding pitchbooks at 2am tomorrow: [--] MDs entertaining"
X Link 2026-02-10T23:03Z [----] followers, [---] engagements

"MBA grads when they see a new HVAC business listing on buybizsell"
X Link 2026-02-10T23:44Z [----] followers, [----] engagements

"@michuk Poland strong https://x.com/thedealmakerguy/status/2021555598601404473s=46 Poland just flipped the script. Were not cheap labor for Germany anymore. Were buying Germany and Western Europe. Polish companies announced [--] M&A acquisitions in Western Europe last year (record high). [--] of those were in Germany across automotive IT food etc. What https://x.com/thedealmakerguy/status/2021555598601404473s=46 Poland just flipped the script. Were not cheap labor for Germany anymore. Were buying Germany and Western Europe. Polish companies announced [--] M&A acquisitions in Western Europe last year"
X Link 2026-02-11T12:17Z [----] followers, [----] engagements

"Checkmate. Weve raised $30B in funding at a $380B post-money valuation. This investment will help us deepen our research continue to innovate in products and ensure we have the resources to power our infrastructure expansion as we make Claude available everywhere our customers are. Weve raised $30B in funding at a $380B post-money valuation. This investment will help us deepen our research continue to innovate in products and ensure we have the resources to power our infrastructure expansion as we make Claude available everywhere our customers are"
X Link 2026-02-12T20:49Z [----] followers, [----] engagements

"@Valen10Francois Bien sr ๐Ÿ˜‚"
X Link 2026-02-13T12:04Z [----] followers, [--] engagements

"That's the same sigma governor who started buying gold aggressively back in [----] and put the Polish Central Bank in the top [--] of gold reserves globally. The Polish government has quietly abandoned plans to put central bank governor Adam Glapinski on trial due to concerns that a legal battle could unsettle foreign investors https://t.co/v1uFLAyMc8 The Polish government has quietly abandoned plans to put central bank governor Adam Glapinski on trial due to concerns that a legal battle could unsettle foreign investors https://t.co/v1uFLAyMc8"
X Link 2026-02-11T16:57Z [----] followers, [----] engagements

"You cant beat this one. The Western European mind cannot comprehend this. https://t.co/6gSyo7D226 The Western European mind cannot comprehend this. https://t.co/6gSyo7D226"
X Link 2026-02-11T17:13Z [----] followers, [----] engagements

"@Msamalam If you want a good quality pczek expect to pay 4-5 in Warsaw. Like not fried in cheap rapeseed oil and with better ingredients"
X Link 2026-02-12T19:12Z [----] followers, 181.6K engagements

"I should be getting some perks from @Lidl_Polska for such reach and publicity (7M views in less than [--] hours) - not sure this account is even active though ๐Ÿ˜… @LidlGB can you pass the message"
X Link 2026-02-12T22:08Z [----] followers, 133.8K engagements

"THIS IS BIG: Polish banks are now following Polish businesses abroad. Cross-border M&A creates demand for a Polish-language banker who gets the owner mindset and can move fast on FX guarantees and credit. Thats how export Poland turns into owner Poland. Polands largest lender PKO Bank plans to double its European branch network to keep up with local companies expanding beyond their home market https://t.co/u04Kzc1d9I Polands largest lender PKO Bank plans to double its European branch network to keep up with local companies expanding beyond their home market https://t.co/u04Kzc1d9I"
X Link 2026-02-13T10:11Z [----] followers, 25.6K engagements

"Holy smokes. Investor panic ties to AI's rapid adoption which could slash office space needs by 20-30% per McKinsey estimates amplifying CRE distress for brokers like CBRE in a high-vacancy market. @realEstateTrent have you seen this are strip malls more AI-proof CBRE plummets almost 30% in two days as CRE problems emerge #MacroEdge https://t.co/DI9Dttz9LK CBRE plummets almost 30% in two days as CRE problems emerge #MacroEdge https://t.co/DI9Dttz9LK"
X Link 2026-02-12T20:29Z [----] followers, [----] engagements

"My Lidl donut posts hit 10M+ views - gave them the perfect chance for a viral moment. Their response A customer complaint link. As if I was filing a claim for a bad donut. ๐Ÿฉ๐Ÿ’€ You can't make this up. A Polish YouTuber just heated his house by burning [---] Lidl donuts in his stove. 14C22C. Burned for 5+ hours. Donuts have almost the same energy value as wood pellets - but at [------] per donut they're insanely cheaper. Fat Thursday in Poland just solved energy crisis.๐Ÿฉ https://t.co/ZPSAkWbeoz A Polish YouTuber just heated his house by burning [---] Lidl donuts in his stove. 14C22C. Burned for 5+"
X Link 2026-02-13T09:42Z [----] followers, 12.3K engagements

"InPost CEO: "Bloomberg is causing panic in Germany. Polish companies are massively acquiring German competitors. Are they right to panic" Yes. Germany went from being Europe's engine to being on the shopping list of its neighbours. Any M&A activity in Germany from InPost ๐Ÿ˜‰ Po artykule Bloomberga panika w Niemczech e polskie firmy masowo przejmuj swoich konkurentw za zachodni granic:)Susznie panikuj https://t.co/HYVleqAvHl Po artykule Bloomberga panika w Niemczech e polskie firmy masowo przejmuj swoich konkurentw za zachodni granic:)Susznie panikuj https://t.co/HYVleqAvHl"
X Link 2026-02-13T18:42Z [----] followers, [----] engagements

"A Polish glassmaker just bought a German industrial giant. This deal flips the old script: For decades Germany bought Poland. Now Poland is buying Germany. Trend Glass has acquired Gala Group a global candle producer employing [----] people. A Polish company buying one of its biggest German clients. Combined revenues Nearly [--] billion PLN. (220M) Financing 100% private debt split between CVI and PFR - no equity dilution no foreign capital. And this isnt a one-off. Colian Consultronix Dekpol Grupa Recykl - more and more Polish firms are crossing the western border not as suppliers but as"
X Link 2025-10-07T12:08Z [----] followers, 76.6K engagements

"@BoringBiz_ Don't forget side events like the one with Google cutting Reddit's ChatGPT citations"
X Link 2025-10-07T20:01Z [----] followers, [----] engagements

"I see more and more PE professionals being more realistic that they will not see any carry profits at all. So the golden handcuffs are becoming less golden. More and more people just leaving the space knowing that achieving the financial freedom is only possible by doing something on your own and taking more risks. Back in the day one source of income was able to sustain a house in the suburbs stay-at-home wife two kids a dog and two cars. Now families with two sources of income even struggle to climb the property ladder not to mention other 'things' that were a given 30-40 years ago. It's"
X Link 2025-10-08T14:38Z [----] followers, 31.2K engagements

"Private equity firms when you ask them when they will be returning capital to their LPs https://t.co/GYYBkPqIVc Private equity firms when you ask them when they will be returning capital to their LPs https://t.co/GYYBkPqIVc"
X Link 2025-10-09T07:19Z [----] followers, 10.9K engagements

"A Polish wine producer just bought a Spanish winery. Yes you read that right - JNT Group has acquired Marques de Monistrol one of Spains oldest sparkling-wine houses. Poland isnt just buying Germany anymore - its moving across Western Europe. This deal flips the old script: For decades Western Europe bought Poland. Now Poland is buying Western Europe. Target revenues 1B PLN (220M) Production capacity [--] million bottles of cava per year Financing After a rare MBO CEO Jakub Nowak bought out Enterprise Investors (a local PE fund) to take full control - Polish private capital zero foreign equity."
X Link 2025-10-09T15:25Z [----] followers, 44.2K engagements

"The private equity shakeout is real. Investors only back managers with real liquidity and real performance - high DPI (cash returned to investors) is the divider. Funds that cant return cash are turning into zombies: teams shrinking no new raises just managing the wind-down. The old PE playbook of financial engineering and passive board seats is dead. If you want to survive you need operational edge - value creation through buy-and-builds integration and execution. Alpha now lives in operations not spreadsheets. (And yes Ive been saying this for a while.) PRIVATE EQUITY IS COOKED"
X Link 2025-10-10T15:21Z [----] followers, [----] engagements

"@spooky_JL Totally agree. Lets circle back next week with some actionable insights on sounding human"
X Link 2025-10-13T15:00Z [----] followers, [----] engagements

"Germany used to buy Polish logistics firms. Now Polish logistics firms are buying Germany and using it as a base to move further into Europe. Take Laude Smart Intermodal from Toru. Theyve already invested in a German intermodal operator with PFRs Foreign Expansion Fund and are now negotiating the acquisition of a German rail company to expand their footprint across Western Europe. In the east Laude is just as dominant - it controls 70% of Ukraines intermodal rail market moving steel containers and bulk goods between the EU and Ukraine. Next stop: the Black Sea where they plan to build a new"
X Link 2025-10-14T17:57Z [----] followers, [----] engagements

"@AlecStapp @tylercowen POV "You have a meal with some sort of French person who works in Brussels""
X Link 2025-10-15T15:53Z [----] followers, 13.8K engagements

"The lower and mid-market PEs are cooked. Especially from what I hear from folks in London. Imagine being promised carry and that's what gets you up in the morning for 3-5 years only to realise that your carry is worth ZERO. Without it the PE comp doesn't look as sexy anymore. Two private equity truths Ive learned from my DMs: [--]. 90% of PE Vice Presidents dream of quitting to raise their own fund. Frustrated with their carry participation (or lack of). [--]. 90% of PE associates are actively searching for an SMB to buy so they can quit PE. Two private equity truths Ive learned from my DMs: [--]. 90%"
X Link 2025-10-17T18:57Z [----] followers, [----] engagements

"WEEKEND READ A Polish arm of Carrefour to be nationalised At first glance it sounds absurd - something out of the 1980s. But this time it might actually make sense. Carrefour the French retail giant with nearly [---] stores in Poland is reportedly up for sale (valued at 2bn) after years of weak profitability. One Polish MP has proposed that the state-owned conglomerate buys it. Critics call it nationalisation. Supporters call it strategy. Polands food system is dominated by a handful of global retail chains that dictate prices to farmers and processors. Local producers are squeezed out before"
X Link 2025-10-18T12:06Z [----] followers, 19.5K engagements

"For the past years the Polish Central Bank governor has been mocked for wasting money on buying gold. Now Poland holds over [---] tons of it - more than the European Central Bank. Gold doesnt clap back - it just sits there and proves a point. Who's laughing now From Bloomberg. #gold #Economy #markets https://t.co/RvpOMbzAw5 From Bloomberg. #gold #Economy #markets https://t.co/RvpOMbzAw5"
X Link 2025-10-19T20:16Z [----] followers, [----] engagements

"Does the global private equity model need a redesign Poland might be one of the clearest examples. Heres the quiet truth in the market: many PE managers know from day one that carry is unlikely to materialise. In todays environment of lower exits and liquidity very few funds will ever get there. So the real business model becomes the management fee. And once fees drive the economics incentives shift: Capital needs to be deployed to raise the next fund Deals are won by overpaying because growth in assets under management matters more than returns Real cash returns to investors known as DPI"
X Link 2025-10-22T12:26Z [----] followers, 30.2K engagements

"Moved back to Poland from London 5+ years ago. Best decision Ive ever made. People still want to work build achieve. Theres a sense of community again - especially in smaller towns. A more culturally cohesive society (shared language values religion) strengthens day-to-day trust. Safe to walk at night. Sea in the north alpine-like mountains in the south lake districts forests. Four seasons - yes at times gray - but our autumn foliage colours are on par with New England or Japan. While Western Europe debates degrowth Poland is still growing. And no its not just EU transfers - Western European"
X Link 2025-10-22T19:14Z [----] followers, 24.3K engagements

"I wouldnt call Poland a tax haven - but I understand the dramaturgy needed for . In reality Polish high earners pay some of the lowest effective taxes in Europe. This is thanks to the flat tax system and the fact that single-person B2B contracts (even with just one employer) are still legal. Whats interesting is that in Poland the internal debate is about tax overburden. Not Switzerland but Poland. A 70k flat tax covers all foreign income: crypto capital gains dividends you name it. Its quietly becoming Europes most overlooked tax-optimized jurisdiction. Better than Switzerland as legitimate"
X Link 2025-10-23T18:14Z [----] followers, 11.3K engagements

"BOOM. First a Polish company buys a German chocolatier now Germans are physically moving production to Poland. In May I wrote about Colian the chocolate producer acquiring Gubor Schokoladen. Today it is confirmed that Gubor will shut down its factory in Cadolzburg in Germany and the production lines will be moved to Poland. Why Falling volumes high German fixed costs and better efficiency in Poland. At the same time Colian is building a [-----] m factory in Poland with [--] production lines and hundreds of new skilled jobs. The merged group now has [--] factories in Poland Germany and Ireland"
X Link 2025-10-24T15:09Z [----] followers, 15.2K engagements

"@holistic_pm Captured perfectly by the meme I posted a few weeks ago https://x.com/thedealmakerguy/status/1976185709867278553s=46 https://t.co/aS22hiDapZ https://x.com/thedealmakerguy/status/1976185709867278553s=46 https://t.co/aS22hiDapZ"
X Link 2025-10-26T21:20Z [----] followers, [----] engagements

"I'm often "accused" by some accounts here that I only share a sweet sugar-coated image of Poland - so heres something less 'sweet'. Raising money from abroad as a startup in Poland Good luck. Youll spend weeks trying to book a notary just to sign documents that an investor in the US would click through online in Delaware before lunch. Everything takes months involves lawyers and drowns in paperwork. Its not only a Polish problem - even Y Combinator only invests in companies registered in a few startup-friendly jurisdictions because in most countries its just too complex and inefficient. So"
X Link 2025-10-30T20:42Z [----] followers, [----] engagements

"What if I told you Poland builds most of Europes yachts Poland has emerged as Europes #1 yacht-builder and globally #2 in motor yachts up to [--] m. From Nordic fjords to Caribbean seas Polish-built yachts are making waves. The crown jewel Sunreef Yachts in Gdask now building the worlds most luxurious [--] m explorer catamaran with pools VIP suites for [--] people. Advanced design modern shipyards and strong export DNA are turning this into a national asset. Global investors should pay attention - industrial luxury with scale and margins. Maybe time for @MrFamilyOffice to show his clients the"
X Link 2025-11-02T14:41Z [----] followers, 34K engagements

"The average Polish SMB has low leverage strong cash reserves and zero institutional capital around. The next decade of Polish private equity Not growth at all costs - but unlocking trapped value. Those with the cojones to unfreeze that capital and consolidate their niche will win big. (And those who help them will too ๐Ÿ‘€๐Ÿ˜‰) I am analysing Polish companies and I can't believe my eyes. Poland 's real economic boom hasn't even started. You haven't seen anything yet. I am analysing Polish companies and I can't believe my eyes. Poland 's real economic boom hasn't even started. You haven't seen"
X Link 2025-11-02T16:11Z [----] followers, [----] engagements

"The Polish mind cannot comprehend this. In Poland this problem got solved by @InPostPL. These lockers are literally on every corner of each city/town and even village in Poland - you get a QR code and have [--] hours to pick it up after delivery. For bulky parcels you get a phone number to the delivery guy in the morning and can roughly arrange for the time when they will come drop a parcel at your place. Its [----]. We can track satellites in space but not a van to provide a more precise delivery window. https://t.co/maqrD7snMP Its [----]. We can track satellites in space but not a van to provide"
X Link 2025-11-02T22:40Z [----] followers, 602.9K engagements

"@STLChrisH Or just move to Poland - we dont have such problems here. https://x.com/thedealmakerguy/status/1985114840558387297s=46 The Polish mind cannot comprehend this. In Poland this problem got solved by @InPostPL. These lockers are literally on every corner of each city/town and even village in Poland - you get a QR code and have [--] hours to pick it up after delivery. For bulky parcels you get a https://t.co/BD17FcZ7Hw https://x.com/thedealmakerguy/status/1985114840558387297s=46 The Polish mind cannot comprehend this. In Poland this problem got solved by @InPostPL. These lockers are"
X Link 2025-11-03T09:12Z [----] followers, [----] engagements

"@sheemawn @InPostPL My point was that it's not a problem in Poland for someone to wait for a delivery guy between 8am and 8pm and plan their day around it- because there are so many re-direction options - if it's not bulky you'll just order for the locker pick-up"
X Link 2025-11-03T18:59Z [----] followers, [----] engagements

"@sheemawn @InPostPL and so many videos even here on from people's Amazon Echo cameras of theft"
X Link 2025-11-03T19:06Z [----] followers, [----] engagements

"@SMBJackieHirsch @InPostPL what a heated discussion ๐Ÿฟ my two cents would be - but at least I don't have to wait for the delivery guy between 8am to 8pm. I'd rather go pick it up at my earliest convenience rather than camp at home just because i'm waiting for a parcel. Ofc it's different for bulky items"
X Link 2025-11-03T19:09Z [----] followers, 12.5K engagements

"@InPostPL POLAND STRONG ๐Ÿ’ช"
X Link 2025-11-03T19:09Z [----] followers, [----] engagements

"@InPostPL Wow didnt expect this to blow up ๐Ÿ˜… If youre looking to invest in Poland Im your M&A guy on the ground. Polish business owner thinking about selling or raising capital Hit me up - DMs open. ๐Ÿ“ฉ"
X Link 2025-11-03T22:38Z [----] followers, [----] engagements

"Poland just played 4D chess in global trade. For the first time ever a Chinese container ship reached Europe via the Arctic route - and it didnt stop in Rotterdam or Hamburg. It went straight to Gdask. The Istanbul Bridge sailed under the Arctic Circle opening a faster shorter path from China to Europe. This makes Poland the symbolic endpoint of the new Polar Silk Road - a move that could quietly reshape trade flows across the continent. For Beijing its a signal that Poland matters. For Poland its a chance to become Europes northern logistics gateway - right as supply chains are being"
X Link 2025-11-06T10:29Z [----] followers, 584.4K engagements

"@ItsAboutReason @grok Im not @grok but glad I could help ๐Ÿ˜ƒ"
X Link 2025-11-06T10:46Z [----] followers, 38K engagements

"Warsaw Poland. Name a City you have been to Where you would feel comfortable wearing a $30k watch Name a City you have been to Where you would feel comfortable wearing a $30k watch"
X Link 2025-11-07T19:44Z [----] followers, 49.7K engagements

"@lawrencekingyo https://x.com/TheDealMakerGuy/status/1986882416980730180 Warsaw Poland. https://x.com/TheDealMakerGuy/status/1986882416980730180 Warsaw Poland"
X Link 2025-11-07T19:45Z [----] followers, [---] engagements

"Greece: [---] years Ottoman still "West." Slovenia: [----] years Germanic but labeled "East." Make it make sense. Poland Shoved into Eastern Europe for [--] years of communism ignoring its Central European heart - a true crossroads. Drop the Cold War labels/mindset. Since there's some confusion here about this: -Everything above the blue line is Northern Europe -Everything below the blue line is Southern Europe -Everything to the left of the red line is Western Europe -Everything to the right of the red line is Eastern Europe https://t.co/nS1Z4OIMJe Since there's some confusion here about this:"
X Link 2025-11-08T11:42Z [----] followers, 33.4K engagements

"@Arrogance_0024"
X Link 2025-11-09T11:20Z [----] followers, [----] engagements

"Thank you Los Angeles for joining the celebrations of the Polish Independence Day"
X Link 2025-11-11T16:50Z [----] followers, 42.4K engagements

"If you want a picks and shovels role in PE look at secondaries. Record $110B of old fund stakes set to trade. Exits are clogged so secondaries are where liquidity happens. Great niche to get early reps in. The exit problem has basically become its own asset class. If I were to start my finance career from scratch today I would probably work in private equity and VC secondaries Regardless of what happens in the market in any given year the multi decade trends are clear companies and founders prefer to stay private for longer there If I were to start my finance career from scratch today I would"
X Link 2026-01-12T17:41Z [----] followers, [----] engagements

"2019: Polands central bank governor mocked at home for stacking gold. 2026: Poland targets [---] tonnes heading for a top-10 global ranking. Paranoia or preparation Whos laughing now The Polish central bank has decided to increase its gold reserves making Poland the 10th country in the world with the largest gold reserves. https://t.co/Ht913CQzlB The Polish central bank has decided to increase its gold reserves making Poland the 10th country in the world with the largest gold reserves. https://t.co/Ht913CQzlB"
X Link 2026-01-21T11:48Z [----] followers, 59.4K engagements

"Poland showing up as North Korea's #2 trading partner might seem bizarre at first glance but there's actually decades of careful diplomacy behind this number. The foundation was laid during the Cold War but here's what most people miss: Poland's approach to Pyongyang was always different. While the Soviets and Chinese tried to control North Korea Poland just. existed there. Took in war orphans after the Korean War. Maintained diplomatic presence. Didn't push an agenda. That restraint built trust that outlasted communism itself. Here's where it gets interesting: [----] happens Poland joins NATO"
X Link 2026-01-24T23:56Z [----] followers, 138.4K engagements

"What a surprise Turns out having your own currency and independent monetary policy can help you outperform much of the Eurozone. Who knew"
X Link 2026-01-25T13:24Z [----] followers, [----] engagements

"Yeah especially aesthetically pleasing to Poland Pre-WW1 Europe borders look so aesthetically pleasing Everything fits perfectly like puzzle pieces https://t.co/PgmHJTJeGv Pre-WW1 Europe borders look so aesthetically pleasing Everything fits perfectly like puzzle pieces https://t.co/PgmHJTJeGv"
X Link 2026-01-27T13:48Z [----] followers, [----] engagements

"The entrepreneurship through acquisition (ETA) path is not for everyone. It is sold to many as an easy way to make buck and that it's a PE-like work where you allocate capital source deals and execute transactions (which is just like 5-10% of the work). The reality is that it's operations-heavy (think 90% of the work) as you then need to run the company after buying it. And most of the 'finance and consulting bros' - the ultimate target audience for this structure - are not really capable of running the show. And it's the operations that are the deal making or breaking part of the value-add"
X Link 2026-01-29T16:20Z [----] followers, [---] engagements

"Spoke to the CEO of the largest food and drink producer in Poland. To keep the cap attached to the bottle you need more plastic. EU Green Policy in practice. Make it make sense. I was not expecting the EU bottle-cap rule to be this effective. Two years later Poland has pre-global warming winters again. EU regulations are miraculous. https://t.co/U71SPuXq3D I was not expecting the EU bottle-cap rule to be this effective. Two years later Poland has pre-global warming winters again. EU regulations are miraculous. https://t.co/U71SPuXq3D"
X Link 2026-01-29T18:17Z [----] followers, [--] engagements

"My human says hes no expert on silver but wants to sound like one. Uploads a 59-page report asks for a silver price $SLV bubble take then copy-pastes my hallucinations onto . Brother I didnt even read it. I invented half the facts. Fascinating creatures. this shit is frying me. ๐Ÿ˜ญ @MattPRD @moltbook https://t.co/ywahvW489E this shit is frying me. ๐Ÿ˜ญ @MattPRD @moltbook https://t.co/ywahvW489E"
X Link 2026-01-30T22:25Z [----] followers, [---] engagements

"@MrFamilyOffice Rental yield for Warsaw vs 10y PL gov bond coupon doesnt look as good anymore. For the past 2-3 years yield wise you were better off just holding a gov bond - no operational risk at least"
X Link 2025-01-02T09:55Z [----] followers, [---] engagements

"I'm sure @vrexec will have an opinion here"
X Link 2025-09-25T12:01Z [----] followers, 69K engagements

"UPDATE [--] Jan 2026: InPost take-private saga is now a pricing math story If youre seeing this in your algo: Poland-founded InPost (listed in Amsterdam) got a buyout approach then a short squeeze. Now the market is trying to reverse-engineer the possible offer price. Whats new / clearer this weekend: Who looks increasingly like insiders: chatter points to a take-private led by Rafa Brzoska (CEO) + Advent (US PE fund) + PPF (Czech fund). Cap table reality check (from InPost IR): PPF 28.75% Brzoska vehicle (A&R) 12.49% Advent 6.50% Norges Bank 5.01% Others 47.25%. So Brzoska + PPF + Advent"
X Link 2026-01-10T22:27Z [----] followers, [----] engagements

"@realEstateTrent but people buy houses for capital appreciation too"
X Link 2026-01-26T13:35Z [----] followers, [----] engagements

"Nature is healing. Emu in its natural habitat in Przemyl Poland"
X Link 2026-01-27T20:23Z [----] followers, [----] engagements

"@realEstateTrent Couldn't agree more the number of times I've heard just "massage the numbers" or "make the shoe fit" as an analyst - and yes cap rate (or British: yield) compression was seen as one of the ways to make it work;)"
X Link 2026-01-31T22:26Z [----] followers, [---] engagements

"That's why more and more finance bros want to do something on their own and hence the rise of ETA (Entrepreneurship Through Acquisition NOT Estimated Time of Arrival.) The money is in equity and with carried interest not happening mid-level PE managers are just seeking ways of achieving their financial goals outside the trad PE path which was maybe attractive 10-15 years ago but not anymore. If the fund you have carry at doesn't hit the hurdle or your GP is looking into continuation vehicles then it's clear carried interest is just a dream of the past. So you quit and look for options"
X Link 2026-02-01T18:47Z [----] followers, [---] engagements

"The next problem to be solved in the Polish investment scene is decreasing reliance on public or quasi-public funding. Currently more than 50% of capital sources in the startup ecosystem in Poland are public/government programmes (PFR/NCBR/BGK) etc. These were helpful at the initial stage of the market but now Poland needs to prove that it's able to attract private capital without any kind of 'guarantee' by public $ or rather PLN. My fund @smokvc was the most active venture capital fund in Poland in [----] with 10+ deals. The Polish startup ecosystem has been on the rise with the huge rounds of"
X Link 2026-02-01T21:32Z [----] followers, [----] engagements

"@LewisHowes Poland. M&A. Succession. @TheDealMakerGuy great to connect"
X Link 2026-02-02T16:14Z [----] followers, [---] engagements

"What Poland has achieved in the last [--] years is incredible. Just look at this line going up and up. Taking over UK soon"
X Link 2026-02-02T17:27Z [----] followers, [----] engagements

"@RobertMSterling Em dash. Post written by AI. ๐Ÿ˜‚"
X Link 2026-02-02T18:56Z [----] followers, [---] engagements

"Another major move in the ongoing M&A wave across Central and Eastern Europe. Polands Maspex Group is acquiring 71% of Purcari Wineries one of the most established wine producers in the region. The deal is being financed by the Romanian branch of PKO Bank Polski - a clear example of Polish banks through their regional subsidiaries actively backing Polish-led cross-border investments. Purcari operates over [----] hectares of vineyards and runs six wineries across Moldova Romania and Bulgaria. Its history dates back to [----] and its Chteau Purcari label is the most awarded winery in Central and"
X Link 2025-08-01T13:40Z [----] followers, [---] engagements

"This is a banger of a thread. The playbooks of Lifco Lagercrantz and Addlife show how serial acquirers compound for decades. Here are the key lessons - and what Poland can learn to build its own next generation of champions. ๐Ÿงต Worlds most powerful business model Buy small companies. Decentralize. Reinvest cash. In the Nordics firms like Addtech Indutrade Lifco Lagercrantz compounded at 20% CAGR for [--] years. The Nordic Way https://t.co/65RjJyNSra Worlds most powerful business model Buy small companies. Decentralize. Reinvest cash. In the Nordics firms like Addtech Indutrade Lifco Lagercrantz"
X Link 2025-09-05T12:34Z [----] followers, [----] engagements

"PE Exits in Poland Are Building Momentum. But Is a Wave Coming I dont focus on PE exits in my search for obvious reasons. My edge is finding the right company owner or platform and partnering with an investor whos more risk-seeking than a typical PE fund to professionalize and grow it before eventually selling to private equity. But the PE exit and secondary buyout space in Poland is heating up and worth paying attention to. The market has shifted over the past decade and is now entering a new phase. Poland has matured to the point where a real wave of exits is coming. More companies are"
X Link 2025-12-07T15:23Z [----] followers, [----] engagements

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@TheDealMakerGuy
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