#  @jakubhajost Marlowe 📸📚🧭 Marlowe 📸📚🧭 posts on X about $inpst, poland, alibaba, business the most. They currently have [-----] followers and [----] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::327915492/interactions)  - [--] Week [------] +328% - [--] Month [-------] -43% - [--] Months [-------] +3,294% - [--] Year [-------] +1,087% ### Mentions: [--] [#](/creator/twitter::327915492/posts_active)  - [--] Week [--] +7.70% - [--] Month [---] -19% - [--] Months [---] +1,502% - [--] Year [---] +538% ### Followers: [-----] [#](/creator/twitter::327915492/followers)  - [--] Week [-----] -0.08% - [--] Month [-----] +0.52% - [--] Months [-----] +13% - [--] Year [-----] +44% ### CreatorRank: [---------] [#](/creator/twitter::327915492/influencer_rank)  ### Social Influence **Social category influence** [countries](/list/countries) [finance](/list/finance) [technology brands](/list/technology-brands) [stocks](/list/stocks) [fashion brands](/list/fashion-brands) [luxury brands](/list/luxury-brands) [currencies](/list/currencies) [travel destinations](/list/travel-destinations) [social networks](/list/social-networks) [financial services](/list/financial-services) **Social topic influence** [$inpst](/topic/$inpst) #1, [poland](/topic/poland), [alibaba](/topic/alibaba), [business](/topic/business), [ai](/topic/ai), [nie](/topic/nie), [burberry](/topic/burberry), [money](/topic/money), [france](/topic/france), [lululemon](/topic/lululemon) **Top accounts mentioned or mentioned by** [@renesellmann](/creator/undefined) [@charliwarrenbil](/creator/undefined) [@rbrzoska](/creator/undefined) [@jakebarfield](/creator/undefined) [@stonkmetal](/creator/undefined) [@andrewrangeley](/creator/undefined) [@investlikeiroh](/creator/undefined) [@deabrunner](/creator/undefined) [@roy5755](/creator/undefined) [@valuemargin](/creator/undefined) [@gabrielgamrat](/creator/undefined) [@gotfrydkarol](/creator/undefined) [@zetor189](/creator/undefined) [@igorzmitrovich](/creator/undefined) [@steadycompound](/creator/undefined) [@inpostpl](/creator/undefined) [@bielikllm](/creator/undefined) [@thexcapitalist](/creator/undefined) [@tkog65](/creator/undefined) [@marcinbillewicz](/creator/undefined) **Top assets mentioned** [Lululemon Athletica Inc (LULU)](/topic/lululemon) [British American Tobacco (BTI)](/topic/british-american-tobacco) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Novo-Nordisk (NVO)](/topic/$nvo) [PepsiCo, Inc. (PEP)](/topic/$pep) [Spotify Technology (SPOT)](/topic/$spot) [Celsius (CEL)](/topic/celsius) [Celsius Holdings, Inc. Common Stock (CELH)](/topic/$celh) ### Top Social Posts Top posts by engagements in the last [--] hours "Sama smutna prawda" [X Link](https://x.com/anyuser/status/1163109588394266629) 2019-08-18T15:25Z [----] followers, [---] engagements "@Mufti_Yasir @cjwerleman Because not a single religion should be immune to criticism" [X Link](https://x.com/anyuser/status/1198396788362956801) 2019-11-24T00:23Z [----] followers, [--] engagements "Next stop $42.58. #silver #silversqueeze" [X Link](https://x.com/jakubhajost/status/1358006388560175106) 2021-02-06T10:55Z [----] followers, [--] engagements "@EasyRid04682094 Blik Paczkomaty Inpostu e-recepty" [X Link](https://x.com/jakubhajost/status/1585240744083984385) 2022-10-26T12:03Z [----] followers, [--] engagements "@kasiababis A po polsku" [X Link](https://x.com/anyuser/status/1613887881470423048) 2023-01-13T13:17Z [----] followers, [----] engagements "@HisandHersEV @8WithATiara @ChrisJBakke I thought that was Poland 🤷🏼♂" [X Link](https://x.com/jakubhajost/status/1638483232839684096) 2023-03-22T10:10Z [----] followers, [----] engagements "Amazon "Everything store" InPost "The thing for every store"" [X Link](https://x.com/anyuser/status/1679063326842667009) 2023-07-12T09:41Z [----] followers, 13.6K engagements "Wittchen. Wzrost kwarta do kwartau Revenue +14.6% EBIDTA +17.6% EBIT +26.9 Net profit +31.2% First half [--] vs first half [--] Revenue +36.9% EBIDTA +17.1% EBIT +18.3% Net profit +44.4% Akcje spadaj o 11% bo "konsensus". Trzeba sobie zada jedno pytanie:" [X Link](https://x.com/anyuser/status/1702593770213048376) 2023-09-15T08:02Z [----] followers, 16.4K engagements "Top [--] to zatem 73.38% A dalej s: YPF CIGames Bank Millennium NTT System British American Tobacco Legal and General Asos Makarony Polskie XRP Grupa Pracuj Ten Square Games Hargreaves Lansdown. To pozycje powyej 1% kada" [X Link](https://x.com/jakubhajost/status/1771265912693293112) 2024-03-22T20:01Z [----] followers, [---] engagements "A dalej: CIGames NTT System Bank Millennium Burberry Makarony Polskie [--] Bit Studios Children's Place Legal and General Mercor Pracuj Ten Square Games Ferrexpo Novonordisk Imperial Brands Fabrity Ipopema Polar Capital Microvast AMS Theworks Jumia Synthomer Cematrix BPT SQ3 LRQ" [X Link](https://x.com/jakubhajost/status/1892533798681682302) 2025-02-20T11:16Z [----] followers, [----] engagements "@Xiao767 British American Tobacco" [X Link](https://x.com/jakubhajost/status/1892635795380474336) 2025-02-20T18:01Z [----] followers, [--] engagements "Akcje Celsius Holdings rosn o 40% after market" [X Link](https://x.com/jakubhajost/status/1892714862049956254) 2025-02-20T23:16Z [----] followers, [---] engagements "@KWK_Rymer Interactive Brokers" [X Link](https://x.com/jakubhajost/status/1892912856162509075) 2025-02-21T12:22Z [----] followers, [--] engagements "This is so well put. "If a tree grows in a forest partially owned by us but we don't record the growth in our financial statements we still own part of the tree." - W. Buffett" [X Link](https://x.com/jakubhajost/status/1893005269531029968) 2025-02-21T18:30Z [----] followers, [---] engagements "@PalPhilo @GotfrydKarol @kowalski3794 Co jest red flag ROCE C/Z Dividend yield Moat Co tam jest reg flag" [X Link](https://x.com/jakubhajost/status/1893336995503489383) 2025-02-22T16:28Z [----] followers, [--] engagements "@KonradSzewczak @pablos_83 Dla jasnoci - potencja rozwoju bior pod uwag ale zaczynam od wyceny przedsibiorstwa i nie kupuj za drogo. "And a silly purchase price for a block of stock in a corporation can negate the effects of a decade of earnings retention by that corporation."" [X Link](https://x.com/jakubhajost/status/1893580403140645031) 2025-02-23T08:35Z [----] followers, [---] engagements "#InPost 🔥 https://www.thesun.co.uk/money/33530552/new-parcel-delivery-service-rival-royal-mail-today-cheaper/ https://www.thesun.co.uk/money/33530552/new-parcel-delivery-service-rival-royal-mail-today-cheaper/" [X Link](https://x.com/jakubhajost/status/1894060989479313448) 2025-02-24T16:25Z [----] followers, [---] engagements "News dnia #InPost W @InPost przyspieszamy europejsk ekspansj Obejmujemy pakiet udziaw w portugalskiej spce https://t.co/TZZmU3nIuk oraz kupujemy ponad [--] [---] maszyn bateryjnych Paczkomat - NEXT Nie zatrzymujemy si ani na chwil Trzymajcie kciuki za #teaminpost https://t.co/Nq1Rx1SjbK W @InPost przyspieszamy europejsk ekspansj Obejmujemy pakiet udziaw w portugalskiej spce https://t.co/TZZmU3nIuk oraz kupujemy ponad [--] [---] maszyn bateryjnych Paczkomat - NEXT Nie zatrzymujemy si ani na chwil Trzymajcie kciuki za #teaminpost https://t.co/Nq1Rx1SjbK" [X Link](https://x.com/jakubhajost/status/1962497529334939828) 2025-09-01T12:47Z [----] followers, [----] engagements "#InPost #InPostPay https://m.youtube.com/watchv=jo1zWmR8pUI https://m.youtube.com/watchv=jo1zWmR8pUI" [X Link](https://x.com/jakubhajost/status/1979536470223249659) 2025-10-18T13:14Z [----] followers, [----] engagements "@ArmandDAngour That's bad. I wanted it to be Wegovy nation. I own shares of Novonordisk not Eli Lilly. It's astonishing how many people I know are on it" [X Link](https://x.com/jakubhajost/status/1979723741312807344) 2025-10-19T01:38Z [----] followers, [---] engagements "#InPost https://www.tiktok.com/@inpostpl/video/7562979365919673622 https://www.tiktok.com/@inpostpl/video/7562979365919673622" [X Link](https://x.com/jakubhajost/status/1980273730040496624) 2025-10-20T14:03Z [----] followers, [---] engagements "#InPost we Woszech 🔥 https://m.youtube.com/shorts/ZoLRFmlVIKw https://m.youtube.com/shorts/ZoLRFmlVIKw" [X Link](https://x.com/jakubhajost/status/1980274027777192023) 2025-10-20T14:04Z [----] followers, [---] engagements "#InPost #InStore https://www.dlahandlu.pl/e-commerce/inpost-zmienia-zasady-gry-nowy-projekt-to-wiecej-niz-sklep-z-kartonami162508.htmlmp=promo https://www.dlahandlu.pl/e-commerce/inpost-zmienia-zasady-gry-nowy-projekt-to-wiecej-niz-sklep-z-kartonami162508.htmlmp=promo" [X Link](https://x.com/jakubhajost/status/1980382371972346137) 2025-10-20T21:15Z [----] followers, [---] engagements "@investlikeiroh Nope. High Court denied halting restructuring plan and merger until the case will have been resolved. But the case still needs to be resolved" [X Link](https://x.com/jakubhajost/status/1982808743503892773) 2025-10-27T13:56Z [----] followers, [---] engagements "@deabrunner Nah I wouldn't even waste time to figure it out. Utilisation of each Inpost parcel locker increases each year. In the UK some lockers are normally growing utilisation some are already at maximum capacity to the point of marking lockers as out of service to stop queue of parcels" [X Link](https://x.com/jakubhajost/status/1984353702568693765) 2025-10-31T20:16Z [----] followers, [---] engagements "@ValueMargin @deabrunner Ever noticed people complain online about Inpost UK inability to redirect parcels to another locker That's the issue. When Polish lockers are full Inpost does forced redirect to other lockers. For some reason that's not the case in the UK so they have to manage queue" [X Link](https://x.com/jakubhajost/status/1984375794865758643) 2025-10-31T21:43Z [----] followers, [---] engagements "@ValueMargin @deabrunner Full locker is not a problem. It will be emptied by a courier or by recipients right But when locker is full and there's a queue of parcels in the warehouse waiting to be delivered to that locker (because no redirect is yet possible) then what do you do" [X Link](https://x.com/jakubhajost/status/1984376814601715775) 2025-10-31T21:47Z [----] followers, [---] engagements "@ValueMargin @deabrunner You need to stop people bringing parcels to that locker (seen as out of order in Inpost app will do that but full as well). But You can still order stuff on Vinted to a full locker - there will be space by the time it arrives. But what if there is a queue to that locker" [X Link](https://x.com/jakubhajost/status/1984377237798523353) 2025-10-31T21:49Z [----] followers, [---] engagements "@ValueMargin @deabrunner And if you don't do that and people will order more and more parcels the backlog becomes too huge to handle. They have a few days to pick up parcels. Other parcels wait in the warehouse for days. The more parcels in the queue the longer wait time. "Out of order" solves that" [X Link](https://x.com/jakubhajost/status/1984379953559835060) 2025-10-31T22:00Z [----] followers, [---] engagements "@ValueMargin @deabrunner People in the UK adopt parcel lockers way faster than they did in Poland. Once they start using them for Vinted - they're in. I know many who do a couple of visits to a locker every week. Collecting shit from Vinted and sending their shit in Vinted. Back and forth" [X Link](https://x.com/jakubhajost/status/1984381729709441489) 2025-10-31T22:07Z [----] followers, [---] engagements "@ValueMargin @deabrunner It's similar to when they switched on "Send" (C2C parcels) and had to switch them off because the demand was six time bigger than they anticipated. This sort of thing happened now as well but they managed to keep going unload backlog manage queues and prepare for peak" [X Link](https://x.com/jakubhajost/status/1984386230394466788) 2025-10-31T22:25Z [----] followers, [---] engagements "@ValueMargin @deabrunner I essentially doubled my position in Inpost this year buying between January and October" [X Link](https://x.com/jakubhajost/status/1984387080664072458) 2025-10-31T22:28Z [----] followers, [---] engagements "@ValueMargin @deabrunner So I'm waiting for some good news to wipe out shorts. - court case with Jacob Corlett - Q3 results - new deal with Allegro - new AI project for Inpost Mobile utilising Inpost Pay shops - [----] results Each provides potential driver for sentiment change and wiping out shorts" [X Link](https://x.com/jakubhajost/status/1984388097745043575) 2025-10-31T22:32Z [----] followers, [---] engagements "@ValueMargin @deabrunner Also. 2020: #InPost delivered 308M parcels in Poland & 2M parcels in Europe. Stock price 15-20. Now: 1M parcels A DAY in the UK 0.5M parcels a day in Iberia. + France and Italy THEY PROBABLY DO ABROAD DAILY WHAT THEY DID ANNUALLY FIVE YEARS AGO 🤯 Stock 10-11 🤯" [X Link](https://x.com/jakubhajost/status/1984391120462495750) 2025-10-31T22:44Z [----] followers, [----] engagements "@ValueMargin @deabrunner Am I going to sell the stock because the grow slightly slower in Poland Because of Allegro headlines Because of manageable obstacles of Corlett case and Yodel integration Am I fuck" [X Link](https://x.com/jakubhajost/status/1984392410554847716) 2025-10-31T22:49Z [----] followers, [---] engagements "@SteadyCompound It's almost as useless as chatgpt in many specific cases. Here's just one simple example" [X Link](https://x.com/jakubhajost/status/1984398559362392118) 2025-10-31T23:14Z [----] followers, [---] engagements "I've been buying since [----] 👍 Welcome to shareholders of #InPost 👋 I just published a new video on my YT channel. https://t.co/pPTcd9kYZe I just published a new video on my YT channel. https://t.co/pPTcd9kYZe" [X Link](https://x.com/jakubhajost/status/1984660222573433122) 2025-11-01T16:34Z [----] followers, [----] engagements "Paczkomaty #InPost tylko w szpitalach Following the successful launch of the InPost Parcel Locker at St Richards were thrilled to announce that Worthing Hospital and Southlands Hospitalhave now joined the movement toward smarter parcel delivery. https://www.uhsussex.nhs.uk/news/inpost-lockers-now-live-at-worthing-and-southlands-hospitals/ https://www.uhsussex.nhs.uk/news/inpost-lockers-now-live-at-worthing-and-southlands-hospitals/" [X Link](https://x.com/jakubhajost/status/1984672492615594014) 2025-11-01T17:22Z [----] followers, [----] engagements "Via: https://www.linkedin.com/posts/inpost-uk_blank-street-xinpost-introducing-activity-7389984559691583488-Fgbb https://www.linkedin.com/posts/inpost-uk_blank-street-xinpost-introducing-activity-7389984559691583488-Fgbb" [X Link](https://x.com/jakubhajost/status/1985334403774513452) 2025-11-03T13:13Z [----] followers, [---] engagements "@charliwarrenbil @ReneSellmann You guys live in countries where Inpost operates but not like in Poland yet. So you don't know what is "multicompartment". I'll try to describe it to you. Imagine ordering a book from one shop small thing from Aliexpress a top from Vinted and undies from Asos" [X Link](https://x.com/jakubhajost/status/1985490403135488402) 2025-11-03T23:32Z [----] followers, [---] engagements "@charliwarrenbil @ReneSellmann Then imagine all four orders land in one compartment of your Inpost locker because of course Inpost knows they are all heading to the same person. Record courier fit like [--] parcels in one compartment. I often wonder myself about Inpost moat" [X Link](https://x.com/jakubhajost/status/1985490996222660742) 2025-11-03T23:35Z [----] followers, [--] engagements "@charliwarrenbil @ReneSellmann And it's a hard to grasp mix of: - merchant satisfaction - scale - broad merchant availability - next day delivery - IT solutions (choose lower compartment extend pick-up time multicompartment great app) - state of the art sorting facilities - route optimisation" [X Link](https://x.com/jakubhajost/status/1985491892520509549) 2025-11-03T23:38Z [----] followers, [--] engagements "@charliwarrenbil @ReneSellmann Bottom line: Other couriers think they will put lockers and will become "Inpost killers". Think of it this way - how many "iPhone killers" came and faded into oblivion while iPhone still exists Lockers are only 15-20% of Inpost success" [X Link](https://x.com/jakubhajost/status/1985492440170840367) 2025-11-03T23:41Z [----] followers, [--] engagements "@charliwarrenbil @ReneSellmann It's a little contradictory. Without lockers there's no Inpost and that's true. But Inpost isn't just a delivery company. It is a continuously improving e-commerce facilitating platform building (they make their own lockers) and utilising lockers IT fintech AI" [X Link](https://x.com/jakubhajost/status/1985493400133546001) 2025-11-03T23:44Z [----] followers, [--] engagements "@charliwarrenbil @ReneSellmann Another mental shortcut - think Amazon but without forcing merchants to be on some website. Inpost does fulfillment unified checkout and payment (Inpost Pay) next day delivery and the same awesome experience whether you are Vinted or small shop with hand-made postcards" [X Link](https://x.com/jakubhajost/status/1985494044055675286) 2025-11-03T23:47Z [----] followers, [---] engagements "@charliwarrenbil @ReneSellmann But as a merchant you keep your independence your shop your rules terms and conditions - don't have to be on some massive platform changing terms and fees every two weeks. All of the ecosystem Inpost build in Poland will come to Western Europe" [X Link](https://x.com/jakubhajost/status/1985494536932507953) 2025-11-03T23:49Z [----] followers, [---] engagements "@charliwarrenbil @ReneSellmann UK France Italy Spain Portugal Ireland Benelux - will get InPost Pay InPost Fulfillment Cross-border Next Day Delivery Multicompartment and whatever comes next (press distribution lockers in hospitals etc etc). It's easy to mistake Inpost for just another courier" [X Link](https://x.com/jakubhajost/status/1985495020799938715) 2025-11-03T23:51Z [----] followers, [---] engagements "@charliwarrenbil @ReneSellmann They will add more services more lockers more merchants more continuous improvement and optimisation. 2M parcels in whole [----] outside Poland. Now five years later they do about 3M parcels outside Poland. EVERY DAY. This is not your usual courier company" [X Link](https://x.com/jakubhajost/status/1985497098754662613) 2025-11-03T23:59Z [----] followers, [---] engagements "@charliwarrenbil @ReneSellmann Feel free to follow me for more news on Inpost. There is a lot of it and will be more. https://www.voxlog.fr/actualite/10316/mondial-relay-renforce-son-reseau-logistique-pour-absorber-les-pics-de-fin-dannee https://www.uhsussex.nhs.uk/news/inpost-lockers-now-live-at-worthing-and-southlands-hospitals/ https://grandeconsumo.com/inpost-reforca-capacidade-para-500-mil-encomendas-diarias-na-epoca-alta/ https://www.cadenadesuministro.es/logistica/inpost-abre-nueva-nave-logistica-en-cordoba_1511923_102.html" [X Link](https://x.com/jakubhajost/status/1985499083331813726) 2025-11-04T00:07Z [----] followers, [---] engagements "@charliwarrenbil @ReneSellmann I don't know any delivery company as focused as driven as innovative as fast moving and as optimising as InPost. That's why they came from nothing to 60% of market share in Poland. My thesis is that they will do the same in whole Europe" [X Link](https://x.com/jakubhajost/status/1985500181173768457) 2025-11-04T00:11Z [----] followers, [---] engagements "@charliwarrenbil @ReneSellmann I don't have access to your deep dive into InPost @ReneSellmann so I'm wondering if you got to InPost Fulfillment and Pay but also things like the use of one locker compartment for multiple small parcels heading to the same person (that's how they get utilisation over 100%)" [X Link](https://x.com/jakubhajost/status/1985503841844961459) 2025-11-04T00:26Z [----] followers, [--] engagements "@charliwarrenbil @ReneSellmann You're welcome. The only hurdle in following me is that I tweet in Polish and sometimes also tweet about some other stuff. Inpost is by far my largest and best studied holding. I've observed and used Inpost since [----]. Buying since [----]. Any questions - shoot" [X Link](https://x.com/jakubhajost/status/1985509321464066491) 2025-11-04T00:48Z [----] followers, [--] engagements "Some (actually a lot of) #InPost APMs in the UK are at full capacity. InPost needs probably twice as many APMs in the UK. The runway is massive. UK: 4.8k APMs in [----] 7k in May [----] 12k in Oct [----] Compare it to Poland: 7.2k in [----] 10.8k in [----] 16.5k in [----] 19.3k in 2022" [X Link](https://x.com/jakubhajost/status/1985643301609800110) 2025-11-04T09:40Z [----] followers, [----] engagements "#InPost has hit the goldmine in the UK hence massive acceleration in APMs deployment. Adoption & utilisation in the UK grow way faster than they grew in Poland. 20% of UK market would probably make Inpost more money than 60% of Polish market. British ecommerce is huge" [X Link](https://x.com/jakubhajost/status/1985643844558373051) 2025-11-04T09:42Z [----] followers, [---] engagements "Just look at these numbers from the end of [----]. In less than three years Inpost more than doubled the number of APMs in Europe from 28k to 57k. UK now over 12k France over 9k Italy over 4k Poland 27k" [X Link](https://x.com/jakubhajost/status/1985646913694163044) 2025-11-04T09:54Z [----] followers, [---] engagements "There's a pipeline planned way ahead. Even though Inpost makes own APMs in [--] factories in Poland and [--] in China they still acquired 10% stake in Bloqit & ordered 20k battery powered APMs. Deploying record 14k lockers in [----] they most likely will beat the record in 2026" [X Link](https://x.com/jakubhajost/status/1985649945731293485) 2025-11-04T10:06Z [----] followers, [---] engagements "@michal_ozimski_ To Interactive Brokers" [X Link](https://x.com/jakubhajost/status/1985651267964707286) 2025-11-04T10:12Z [----] followers, [--] engagements "And there are more markets to come. As I mentioned here many times after acquisitions of Menzies and Yodel #InPost now manages deliveries in Northern Ireland and Republic of Ireland. Deploying APMs in Northern Ireland looking for people to deploy APMs in Republic of Ireland" [X Link](https://x.com/jakubhajost/status/1985654503488577942) 2025-11-04T10:24Z [----] followers, [---] engagements "And other markets too Tightening cooperation with Zasilkovna opens up Czechia (already delivering Vinted parcels from Poland there). Legacy Mondial Relay cross-border to Germany and Austria is operational as well. These are not Inpost APMs and points. But integrated anyway" [X Link](https://x.com/jakubhajost/status/1985656834188042594) 2025-11-04T10:34Z [----] followers, [---] engagements "Granted - it is a massive undertaking to add more partners unify cross-border experience gain access to Scandinavian countries etc. But it isn't impossible or unthinkable for Inpost to build a paneuropean network to better serve merchants and customers. Steps are being taken" [X Link](https://x.com/jakubhajost/status/1985657438104645775) 2025-11-04T10:36Z [----] followers, [---] engagements "Meanwhile Inpost is trading at the same price as when they: Had half of today's number of APMs Didn't have Yodel Didn't have Sending Didn't have 10% of Bloqit Didn't have Menzies Distribution Group Delivered 745M parcels (they just might do almost twice as much this year)" [X Link](https://x.com/jakubhajost/status/1985660722567893084) 2025-11-04T10:49Z [----] followers, [---] engagements "@charliwarrenbil @ReneSellmann I don't know that. But I ordered a book from a one man publishing company in Poland which publishes like [---] beautifully crafted copies of a title. He works alone has a tiny website. Delivery via Inpost costs same as everywhere else. He put a book into APM in the evening" [X Link](https://x.com/jakubhajost/status/1985685501764874726) 2025-11-04T12:28Z [----] followers, [--] engagements "@charliwarrenbil @ReneSellmann It was in my APM on the other side of Poland next day. Insane" [X Link](https://x.com/jakubhajost/status/1985685640613183704) 2025-11-04T12:28Z [----] followers, [---] engagements "#InPost lockers will be deployed in 24/7 areas of customer service at BNP Paribas banks. And so the lockers enter banks after airports hospitals campuses shopping centres. BTW it's over [-----] Inpost lockers in Poland already. https://businessinsider.com.pl/gospodarka/w-tym-miejscu-paczkomatow-jeszcze-nie-bylo-nowy-projekt-inpostu/mfns1jg https://businessinsider.com.pl/gospodarka/w-tym-miejscu-paczkomatow-jeszcze-nie-bylo-nowy-projekt-inpostu/mfns1jg" [X Link](https://x.com/jakubhajost/status/1985690522556776911) 2025-11-04T12:48Z [----] followers, [----] engagements "@charliwarrenbil @ReneSellmann Not only they suck at speed. They also suck at out of home and suck even harder in home deliveries giving people 12-hour window of delivery 🤯 And then when you wait all day for the courier you get the message "sorry we've missed you" to find a parcel next day on the lawn" [X Link](https://x.com/jakubhajost/status/1985691622890234093) 2025-11-04T12:52Z [----] followers, [---] engagements "@charliwarrenbil @ReneSellmann Inpost can bring absolutely new level of service to this pile of crap that is courier service in the UK or France or Spain. It use to be like that in Poland [--] years ago. Everybody sucked but they gave [--] hours window not [--]. Inpost swept through it like knife trough butter" [X Link](https://x.com/jakubhajost/status/1985692065804554406) 2025-11-04T12:54Z [----] followers, [---] engagements "@charliwarrenbil @ReneSellmann I haven't used DPD in the UK to be honest. If they provide [--] hour window that's still not as convenient as locker. I don't think there are any questions about other couriers that I could answer that would give you conviction. Either you like and understand the business or not" [X Link](https://x.com/jakubhajost/status/1985700195959783544) 2025-11-04T13:26Z [----] followers, [--] engagements "@charliwarrenbil @ReneSellmann Study Inpost financial reports since [----]. It's all there. Strategy flywheel effect numbers. See if you come out admiring it or not interested" [X Link](https://x.com/jakubhajost/status/1985700531738705928) 2025-11-04T13:27Z [----] followers, [--] engagements "@charliwarrenbil @ReneSellmann Maybe. I can only tell you that so many tried in Poland. Orlen Allegro Poczta Polska GLS DHL. And sometimes there are five APMs in one spot. Inpost is full. The others have a handful of parcels between them. It's also about brand I guess" [X Link](https://x.com/jakubhajost/status/1985704181991141747) 2025-11-04T13:42Z [----] followers, [--] engagements "News from Spain. 60% of proximity shops that joined "Puntos Pack" #InPost network report increase in foot traffic and sales. https://www.bolsamania.com/noticias/empresas/economia--el-60-de-los-comercios-de-proximidad-que-cuentan-con-puntos-de-recogida-de-paquetes-aumentan-sus-ventas--21153983.html https://www.bolsamania.com/noticias/empresas/economia--el-60-de-los-comercios-de-proximidad-que-cuentan-con-puntos-de-recogida-de-paquetes-aumentan-sus-ventas--21153983.html" [X Link](https://x.com/jakubhajost/status/1985706426229051579) 2025-11-04T13:51Z [----] followers, [---] engagements "@charliwarrenbil @ReneSellmann Not sure what others think. Inpost has it's own ecommerce anyway. They have Inpost Fresh and Inpost Pay. Both not that big but Inpost Pay still has potential" [X Link](https://x.com/jakubhajost/status/1985707095207899164) 2025-11-04T13:53Z [----] followers, [--] engagements "@charliwarrenbil @ReneSellmann You're welcome :) Inpost Fresh is basically a home delivery of grocery shopping. They have separate app for that. Inpost Pay allows shopping in online shops without creating an account. Over [----] merchants joined it. This has potential of becoming something bigger if done right" [X Link](https://x.com/jakubhajost/status/1985709062860816815) 2025-11-04T14:01Z [----] followers, [--] engagements "Looks good #InPost #InPost lockers will be deployed in 24/7 areas of customer service at BNP Paribas banks. And so the lockers enter banks after airports hospitals campuses shopping centres. BTW it's over [-----] Inpost lockers in Poland already. https://t.co/HwwKlbJC1D #InPost lockers will be deployed in 24/7 areas of customer service at BNP Paribas banks. And so the lockers enter banks after airports hospitals campuses shopping centres. BTW it's over [-----] Inpost lockers in Poland already. https://t.co/HwwKlbJC1D" [X Link](https://x.com/jakubhajost/status/1985741834534912454) 2025-11-04T16:12Z [----] followers, [----] engagements "I just had a dj vu. Today I've got a message from a British friend with similar picture 🤣 #InPost Paczkomaty w drodze do pracy @jakubhajost https://t.co/gmkhrSqo9X Paczkomaty w drodze do pracy @jakubhajost https://t.co/gmkhrSqo9X" [X Link](https://x.com/jakubhajost/status/1986083050157973540) 2025-11-05T14:47Z [----] followers, [----] engagements "I'm awaiting today's Cematrix results $CEMX.TO I bought it few times after assessing that new contracts in [----] were worth more than company's market cap. Not to mention a backlog of contracts and stock repurchase program. So far so good. Up 65% Let's see how it plays out" [X Link](https://x.com/jakubhajost/status/1986169973081841843) 2025-11-05T20:33Z [----] followers, [----] engagements "Microvast $MVST is a trade (I do them sometimes) in a @GotfrydKarol style. Bought it after it hit like a three year high. And it keeps on giving" [X Link](https://x.com/jakubhajost/status/1986170959766671800) 2025-11-05T20:37Z [----] followers, [----] engagements "Celsius Holdings $CELH on the other hand I bought in my style. I've researched it tried the drinks read finacials watched it since [----]. And loaded up exactly a year ago. Q3 results tomorrow before open. 🤞" [X Link](https://x.com/jakubhajost/status/1986172401944605054) 2025-11-05T20:42Z [----] followers, [----] engagements "New merchant adopts #InPost delivery and returns in the UK. Tredz is part of Halford group. They follow another cycling business - Wiggle who adopted Yodel by Inpost earlier. https://cyclingindustry.news/retail-diversification-tredz-introduces-inpost-locker-delivery-and-returns/ https://cyclingindustry.news/retail-diversification-tredz-introduces-inpost-locker-delivery-and-returns/" [X Link](https://x.com/jakubhajost/status/1986367154346713221) 2025-11-06T09:36Z [----] followers, [---] engagements "PSX Extreme is another monthly publication that adopted subscription with #InPost locker delivery. InPost grows its presence on printed media market in Poland. https://www.psxextreme.pl/produkt/prenumerata-roczna-krajowa-12-numerow-paczkomat-inpost/ https://www.psxextreme.pl/produkt/prenumerata-roczna-krajowa-12-numerow-paczkomat-inpost/" [X Link](https://x.com/jakubhajost/status/1986368520314122660) 2025-11-06T09:42Z [----] followers, [---] engagements "They write in Germany about #InPost. Here's a little background of the company. Some of it is accurate some if is wildly inaccurate. But the reason for this discussion in Germany are rumoures of InPost being a potential candidate to take over Hermes. https://www.diepresse.com/20269183/eine-postbox-aus-polen-erobert-europa https://www.diepresse.com/20269183/eine-postbox-aus-polen-erobert-europa" [X Link](https://x.com/jakubhajost/status/1986371665517814157) 2025-11-06T09:54Z [----] followers, [---] engagements "People ask about #InPost availability on Isle of Man. Apparently Yodel does operate there" [X Link](https://x.com/jakubhajost/status/1986387402357879144) 2025-11-06T10:57Z [----] followers, [---] engagements "Looks like algorithms are panicking after seeing negative EPS in #Celsius results. It's funny because Pepsico will pay distribution termination fees of $246 million for Celsius. But GAAP requires Celsius to record cost of those fees and Pepsico payment in balance sheet" [X Link](https://x.com/jakubhajost/status/1986395040915018196) 2025-11-06T11:27Z [----] followers, [---] engagements "Which means that Celsius actually doesn't bare the cost doesn't lose any cash so it actually made profit in the quarter. But algorithms will only look at EPS 😂 Which means this fantastic company might be up for grabs way cheaper today. Yay algos" [X Link](https://x.com/jakubhajost/status/1986395417328975934) 2025-11-06T11:29Z [----] followers, [---] engagements "That's about it. Massive revenue growth awesome arrangement with Pepsico insane international runway. But accounting rules force Celsius to record one time distribution termination cost while Pepsico payment of this cost lands in balance sheet to be amortised for years" [X Link](https://x.com/jakubhajost/status/1986397518830227538) 2025-11-06T11:37Z [----] followers, [---] engagements "54% Revenue outside Poland Awesome Revenue and Parcel Volumes growth Insane increase in APM numbers across markets App launched in Iberia (Italy planned for 2026) #InPost" [X Link](https://x.com/jakubhajost/status/1986674161276666293) 2025-11-07T05:56Z [----] followers, [----] engagements "More details from the UK. Yodel consolidation continues. New hubs opened. Staff trained. VOLUME CAP to prioritize quality - because of course the demand is massive" [X Link](https://x.com/jakubhajost/status/1986674920059773401) 2025-11-07T05:59Z [----] followers, [---] engagements "This slide will be the reason for the stock to go down today. Net profit slides. A lot of adjustments. I'd like to be surprised positively after Cematrix and Celsius good results/bad reaction combo. Let's see how this one unfolds" [X Link](https://x.com/jakubhajost/status/1986677568611778960) 2025-11-07T06:10Z [----] followers, [---] engagements "And this slide is actually pretty impressive. Yodel Sending and 10% of Bloqit taken. Virtually no change in leverage. Sick" [X Link](https://x.com/jakubhajost/status/1986677997626155180) 2025-11-07T06:11Z [----] followers, [---] engagements "What I really really like #InPost has: - installed [----] new APMs across Europe in Q3 - handled Menzies and Yodel consolidation - launched new app in Iberia - paid off old bonds - built new hubs And yet it is still profitable and with low leverage. Im-pres-sive" [X Link](https://x.com/jakubhajost/status/1986682248196747631) 2025-11-07T06:28Z [----] followers, [----] engagements "It's going to be a bear hunting season on Inpost. 54% revenue outside Poland and growing 10% growth in Poland. That basically makes Allegro bear case ridiculous. Next in line: Yodel ownership case What else" [X Link](https://x.com/jakubhajost/status/1986687225011011847) 2025-11-07T06:48Z [----] followers, [---] engagements "Yeah baby more InPost lockers on the way 🔥" [X Link](https://x.com/jakubhajost/status/1986688761804005714) 2025-11-07T06:54Z [----] followers, [----] engagements ""Games are won by players who focus on the playing field not by those whose eyes are glued to the scoreboard. I perform bottom up analysis. #InPost is a better and bigger business than it was a year ago. The fact that I can buy it cheaper is good for me - I want a lot of it. @jakubhajost Czy nadal uwaasz e to rynek jest w bdzie https://t.co/BPRLfeT5gy @jakubhajost Czy nadal uwaasz e to rynek jest w bdzie https://t.co/BPRLfeT5gy" [X Link](https://x.com/jakubhajost/status/1986808984175559098) 2025-11-07T14:52Z [----] followers, [----] engagements "In fact I doubled my stake throughout [----] and I intend to use opportunities the market throws at me to increase my stake whenever possible. I buy businesses I admire and I buy then for the long run. Was the marker right about Meta in [----] or Alibaba 20212024" [X Link](https://x.com/jakubhajost/status/1986809875364549085) 2025-11-07T14:56Z [----] followers, [---] engagements "Otherwise maybe we should tell Zuckerberg Brzoska and for example Biernacki of Dino Polska that they go against the market How foolish of them. 🤷🏼♂" [X Link](https://x.com/jakubhajost/status/1986812360229556238) 2025-11-07T15:05Z [----] followers, [---] engagements "Eurozone is accelerating. France is growing faster now but it's hidden withing Eurozone reporting. Breakeven in the UK now after Q2 [----] because phases [--] and [--] of Yodel integration are paused for the duration of the peak to be continued at the start of [----]. @jakubhajost @RBrzoska [--]. Polska na wolumenie odbia po sabszym Q2. 👍 [--]. Pytanie ile kwartaw potrzeba e w UK wyj na prost. Ja obstawiam 2-3 jeszcze. [--]. O UK jestem spokojniejszy ni o "eurozone". :-) Ja na UK buduj swoj tez inwestycyjn. @jakubhajost @RBrzoska [--]. Polska na wolumenie odbia po sabszym Q2. 👍 [--]. Pytanie ile kwartaw potrzeba e" [X Link](https://x.com/jakubhajost/status/1987426829632745493) 2025-11-09T07:47Z [----] followers, [----] engagements "98% of parcels sent through #InPost in Poland is being delivered next day. Quality is the fundament of Inpost domination and always will be. They are striving to get western Europe to that level Poland being their northern star. In the UK during peak: quality over volume. @jakubhajost @ReneSellmann I read that through InPost customers receive nextday delivery if they ordered before midnight. What proportion of total orders benefit from such fast delivery Im asking because Im curious how many merchants InPost provides this kind of customer-obsessed service for. @jakubhajost @ReneSellmann I" [X Link](https://x.com/jakubhajost/status/1987427556916711735) 2025-11-09T07:50Z [----] followers, [----] engagements "I finally finished analysing #InPost Q3 report and earnings call with Q&A. I've got several pages of notes. I am positively surprised by how insightful questions have been voiced by analysts. I am extremely satisfied by the answers" [X Link](https://x.com/jakubhajost/status/1987431684040511966) 2025-11-09T08:06Z [----] followers, [----] engagements "I might do a longer article about all this if I find time and willingness. Main points: [--]. Quality over volume in the UK (yes) hence volume cap and pause on Yodel integration. [--]. Utilisation in the UK at 80% bigger than in Poland at peak () massive demand (that's why" [X Link](https://x.com/jakubhajost/status/1987431685412040937) 2025-11-09T08:06Z [----] followers, [---] engagements "they put so many lockers in the UK at the astonishing pace). They put up more lockers here than all competitors combined () [--]. France is accelerating growth (24%) with flows to APMs bigger than to PUDOs. [--]. 98% of parcels in Poland delivered next day" [X Link](https://x.com/jakubhajost/status/1987431688268284269) 2025-11-09T08:06Z [----] followers, [---] engagements "Quotes I loved. "Quality first. When others will chase volume we will not. We will deliver on the promises we made to merchants and consumers" Yes yes yes" [X Link](https://x.com/jakubhajost/status/1987432496527442227) 2025-11-09T08:10Z [----] followers, [---] engagements ""Let me be very clear here. Inpost won the Polish market not because of thousands of metal boxes. Inpost won the Polish market because quality was always the top priority and there was never any compromise on that. And that will not change in the UK" [X Link](https://x.com/jakubhajost/status/1987433299703157080) 2025-11-09T08:13Z [----] followers, [---] engagements "@RBrzoska "We make decisions with a medium and long term view not for the sake of short term optics quarter by quarter. And we are maintaining investment discipline healthy balance sheet strong free cash flow in our mature markets reinvesting it where we build scale like in the UK" 🔥" [X Link](https://x.com/jakubhajost/status/1987434508489273619) 2025-11-09T08:18Z [----] followers, [---] engagements "@charliwarrenbil What you cite here is bullshit. They sign contracts with Yeep with Quadient and never give quality even close to Inpost. Their locker numbers are fiction. Literally Quadient lockers are presented as "out number of lockers" in DPD Royal Mail Evri and UPS. The same lockers" [X Link](https://x.com/jakubhajost/status/1987435749906530337) 2025-11-09T08:23Z [----] followers, [---] engagements "@charliwarrenbil They accelerate locker strategy they offer lockers. But these lockers in big part are not theirs they're Quadient's Yeep's and other agnostic locker systems. It's PR sweetening of the truth that they don't get what Inpost is doing and are far behind" [X Link](https://x.com/jakubhajost/status/1987436299653992944) 2025-11-09T08:25Z [----] followers, [--] engagements "Correction breakeven in Q4 Yodel will become accreative after Q2 [----] when phase [--] of integration should finish. Q2 - restructuring people and warehouses (done) Q3 - restructuring One Network Q4 - continued restructuring One Network Q1 - declining restructuring costs" [X Link](https://x.com/jakubhajost/status/1987437340046897528) 2025-11-09T08:29Z [----] followers, [---] engagements "@charliwarrenbil Mate. Inpost has more lockers in the UK than Amazon. Four times more lockers than next competitor after Amazon. Each quarter they put more lockers than all competitors combined. A fact. Not a statement of "we plan to do something"" [X Link](https://x.com/jakubhajost/status/1987437973969969470) 2025-11-09T08:31Z [----] followers, [--] engagements "@charliwarrenbil Inpost is no1 in France in number of lockers. Second is Amazon. I have no idea what chronopost is" [X Link](https://x.com/jakubhajost/status/1987438353877242104) 2025-11-09T08:33Z [----] followers, [--] engagements "@charliwarrenbil DPD operated in Poland when Inpost had no market share. Now Inpost has 60% market share. Does that help you in any way" [X Link](https://x.com/jakubhajost/status/1987438935207776616) 2025-11-09T08:35Z [----] followers, [--] engagements "@RBrzoska These are roughly highlights of Q&A session. There's way more info there but I'll keep it to myself. You know like going from [--] to [--] Yodel depots. I will add one last note on #InPost moat" [X Link](https://x.com/jakubhajost/status/1987440062414442934) 2025-11-09T08:40Z [----] followers, [---] engagements "@RBrzoska The moat: [--]. Consumer centricity [--]. APM numbers leadership (4x more APMs than next competitor other than Amazon pace of deployment outpaces all competitors combined [--]. QUALITY FIRST [--]. Continuous testing and optimisation [--]. Flywheel effect and effect of scale" [X Link](https://x.com/jakubhajost/status/1987440656478843035) 2025-11-09T08:42Z [----] followers, [---] engagements "#InPost will decimate small players devour medium players and compete with giants being now another incumbent and fast running giant. I just can't wait to watch it. It's my investment thesis since [----] and it is unfolding right in front of my eyes. Onwards and forwards" [X Link](https://x.com/jakubhajost/status/1987441657168412825) 2025-11-09T08:46Z [----] followers, [---] engagements "@charliwarrenbil These are things that are not visible from Wall Street skyscrapers. When they look at the numbers - every courier company boasts having growing number of lockers. But it's a fantasy like Quadient and Yeep not a core focus like Inpost. They completely miss the mark" [X Link](https://x.com/jakubhajost/status/1987451729097417185) 2025-11-09T09:26Z [----] followers, [--] engagements "@charliwarrenbil They will never catch up to Inpost at this rate. Inpost had [----] lockers in the UK in may [----] and now has over [-----]. It has put almost [----] lockers in Europe just in Q3" [X Link](https://x.com/jakubhajost/status/1987452522269995132) 2025-11-09T09:29Z [----] followers, [--] engagements "@charliwarrenbil And because everyone else is falling behind - Inpost is the only player enjoying effects of scale. And constantly increasing the distance to competitors. Makes it harder for other players to make their lockers profitable - that's why they chose external providers" [X Link](https://x.com/jakubhajost/status/1987453281380045284) 2025-11-09T09:32Z [----] followers, [--] engagements "@charliwarrenbil Inpost beats literally everybody else in utilisation" [X Link](https://x.com/jakubhajost/status/1987453406349340737) 2025-11-09T09:33Z [----] followers, [--] engagements "It's funny. I'm kind of curious what @ReneSellmann wrote about #InPost in his newest post. But my curiosity stems only from wondering how much of it aligns with what I wrote here. And I'm not curious about anything else or enough to pay 🤷🏼♂ So what's there Rene" [X Link](https://x.com/jakubhajost/status/1987674726257270858) 2025-11-10T00:12Z [----] followers, [---] engagements "#InPost is doing its magic in the UK again. Parcel put into locker on Saturday evening has been picked up on Sunday morning and today is almost in the recipient's locker. This is it. Let's sort out the peak and then continue integrations. 🔥" [X Link](https://x.com/jakubhajost/status/1988167512719323621) 2025-11-11T08:50Z [----] followers, [----] engagements "When selling on Vinted in the UK InPost gives estimated delivery to the recipient's locker 3-4 days from drop off. From Saturday that should mean today or tomorrow. However Vinted in its letter to the buyer gives says Nov [--] - Nov [--] so Wednesday till Friday" [X Link](https://x.com/jakubhajost/status/1988179592943734968) 2025-11-11T09:38Z [----] followers, [---] engagements "Which means that by delivering a parcel to the locker today InPost delivers on its promise. And exceeds the expectations on Vinted promise. I like that. It's still far away from Polish standard Next Day delivery but we'll get there in the UK and in Eurozone too" [X Link](https://x.com/jakubhajost/status/1988179953100435742) 2025-11-11T09:40Z [----] followers, [---] engagements "Quadient a company running agnostic lockers with no logistic backbone just renting them out to Royal Mail Evri DPD and UPS has made a FOI request which revealed a record breaking 666.5m parcel thefts in the UK. Why is it important for #InPost https://www.parcelandpostaltechnologyinternational.com/news/parcels/parcel-theft-bill-rises-to-record-breaking-us878m-in-the-uk-in-2025.html https://www.parcelandpostaltechnologyinternational.com/news/parcels/parcel-theft-bill-rises-to-record-breaking-us878m-in-the-uk-in-2025.html" [X Link](https://x.com/jakubhajost/status/1988203872155037778) 2025-11-11T11:15Z [----] followers, [----] engagements "That's why. 64% of the UK public would feel more comfortable using secure parcel lockers instead of doorstep delivery. Yes And Inpost will take the biggest chunk of this cake because Quadient doesn't provide quality or capacity. They are the ones just having metal boxes" [X Link](https://x.com/jakubhajost/status/1988204649439260836) 2025-11-11T11:18Z [----] followers, [---] engagements "To add to it I should mention what I already stated here before. Each of these: Royal Mail Evri DPD and UPS lists Quadient lockers on their websites and counts them to the total of their own lockers. Which clouds the true image of they backwardness compared to Inpost" [X Link](https://x.com/jakubhajost/status/1988205206136647777) 2025-11-11T11:20Z [----] followers, [---] engagements "Also Quadient lockers are small but even though they are being shared between four courier services - they still lack utilisation That's why Quadient partnered with luggage storage apps to use their lockers for luggage storage 🤦♂" [X Link](https://x.com/jakubhajost/status/1988205897303368113) 2025-11-11T11:23Z [----] followers, [---] engagements "Quadient model will never be as profitable as Inpost model. Quadient has to deal with price pressure from four courier services and lacks its own logistics so cannot promise any quality. Agnostic to couriers. Inpost is agnostic to merchants but controls quality and price" [X Link](https://x.com/jakubhajost/status/1988206294378180629) 2025-11-11T11:24Z [----] followers, [---] engagements "Nevertheless the information revealed by Quadient explains massive utilisation of Inpost lockers in the UK and accelerated deployment (both compared to the same stage of growth in Poland - form 7k to 12k of lockers). UK is a goldmine for Inpost. Under appreciated by many" [X Link](https://x.com/jakubhajost/status/1988206901235249610) 2025-11-11T11:27Z [----] followers, [---] engagements "At InPost we understand that loyalty isn't built solely on good service but on experiences that truly add value. That's why we strive to make every interaction with our users quick easy and positive" [X Link](https://x.com/jakubhajost/status/1988211654929379717) 2025-11-11T11:46Z [----] followers, [---] engagements "we pay special attention to the delivery and pickup experience one of the most important moments for our customers. We want dropping off or picking up an order at a locker to always be convenient fast and pleasant because we know that's where our service promise comes to life" [X Link](https://x.com/jakubhajost/status/1988211660298088961) 2025-11-11T11:46Z [----] followers, [---] engagements "We are also committed to active listening and continuous improvement analyzing user feedback and behavior to optimize processes expand our network and offer solutions that truly meet their needs. Ultimately we want every experience with InPost to leave a positive impression:" [X Link](https://x.com/jakubhajost/status/1988211664240734618) 2025-11-11T11:46Z [----] followers, [---] engagements "simple convenient and designed to make life easier for those who trust us. InPost operates in [--] European countries and to address the diverse realities of each market we have tailored our services in a very specific way. One of our key strengths is our cross-border network" [X Link](https://x.com/jakubhajost/status/1988211668938354696) 2025-11-11T11:46Z [----] followers, [---] engagements "which allows individuals and e-commerce businesses to send packages between different European countries delivering to lockers collection points and homes. Thanks to this consumers can receive their purchases in convenient and accessible locations" [X Link](https://x.com/jakubhajost/status/1988211919417946535) 2025-11-11T11:47Z [----] followers, [---] engagements "Ultimately our strategy is to offer the same simple fast and convenient experience in all countries always adapting the way we deliver inform and support the user according to what they value most in each territory" [X Link](https://x.com/jakubhajost/status/1988212153137189145) 2025-11-11T11:48Z [----] followers, [---] engagements "InPost adapts its marketing strategies to the specific characteristics of each European market. This includes: [--]. Localized communication [--]. Specific promotions and experiences [--]. Collaborations with local partners [--]. Use of relevant channels" [X Link](https://x.com/jakubhajost/status/1988212997710639171) 2025-11-11T11:51Z [----] followers, [---] engagements "5. Local Data Analysis: Thanks to data analytics InPost monitors the quality and efficiency of its service in each market and adjusts its strategies in real time to maximize the effectiveness of its campaigns" [X Link](https://x.com/jakubhajost/status/1988213141734633552) 2025-11-11T11:52Z [----] followers, [---] engagements "These actions allow InPost to maintain a marketing strategy that is consistent with the brand yet flexible and adapted to the needs and preferences of consumers in each European country" [X Link](https://x.com/jakubhajost/status/1988213516080439715) 2025-11-11T11:53Z [----] followers, [---] engagements "Platforms like Wallapop & Vinted consolidate our growth strategy expand reach diversify offering and strengthen our position in the secondhand market. Ultimately these are key to improving the UX and strengthening our position as leaders in out-of-home deliveries in Europe" [X Link](https://x.com/jakubhajost/status/1988214220182433793) 2025-11-11T11:56Z [----] followers, [---] engagements "One of InPost's most significant milestones in [----] has been the substantial expansion of our Locker and Punto Pack network in the Iberian Peninsula. By the end of the first quarter we had reached [----] lockers installed in Spain and Portugal and we're already approaching 4000" [X Link](https://x.com/jakubhajost/status/1988214841455395017) 2025-11-11T11:58Z [----] followers, [---] engagements "From a marketing perspective the Locker [----] milestone gave us the opportunity to run a campaign that directly engaged our users. We asked them to share their stories and anecdotes about using a locker and we wrapped three lockers with several of the stories they shared" [X Link](https://x.com/jakubhajost/status/1988215104698241091) 2025-11-11T11:59Z [----] followers, [---] engagements "In this way we were able to make our own users the stars of the campaign strengthening their emotional connection with the brand and tangibly demonstrating how InPost is part of their daily lives. ----- There you have it. I love this woman" [X Link](https://x.com/jakubhajost/status/1988215351142998494) 2025-11-11T12:00Z [----] followers, [---] engagements "These were bits and pieces from a freshly dropped interview with Adriana Collado director of marketing in Spanish branch of #InPost. If you want to read more of it here's the link: https://www.marketingnews.es/marcas/noticia/1190361054305/inpost-la-fidelizacion-no-se-construye-solo-con-un-buen-servicio-sino-con-experiencias-que-realmente-aporten-valor.1.html https://www.marketingnews.es/marcas/noticia/1190361054305/inpost-la-fidelizacion-no-se-construye-solo-con-un-buen-servicio-sino-con-experiencias-que-realmente-aporten-valor.1.html" [X Link](https://x.com/jakubhajost/status/1988215869806428498) 2025-11-11T12:02Z [----] followers, [---] engagements "I think I have an idea of who could be the potential big reputable partner for #InPost to unlock more countries. Something @RBrzoska mentioned during Q3 call. It also aligns with hints about deliveries to USA. . I think it will be Meest Group. Ticks all the boxes" [X Link](https://x.com/jakubhajost/status/1988230621966074225) 2025-11-11T13:01Z [----] followers, [----] engagements "Of course I could be completely wrong. But there's also this. https://www.facebook.com/reel/808904088608210/mibextid=ZZyLBr https://www.facebook.com/reel/808904088608210/mibextid=ZZyLBr" [X Link](https://x.com/jakubhajost/status/1988231297534505067) 2025-11-11T13:04Z [----] followers, [---] engagements "You already know this right Jewellery retailer Pandora teamed with #InPost UK on parcel locker delivery. https://retailtechinnovationhub.com/home/2025/11/9/jewellery-retailer-pandora-teams-with-inpost-uk-on-parcel-locker-delivery-option-for-online-shoppers https://retailtechinnovationhub.com/home/2025/11/9/jewellery-retailer-pandora-teams-with-inpost-uk-on-parcel-locker-delivery-option-for-online-shoppers" [X Link](https://x.com/jakubhajost/status/1988235159280214360) 2025-11-11T13:19Z [----] followers, [---] engagements "Haypp (The company I missed at [--] SEK on Stockholm Stock Exchange) They sell nicotine pouches and they just introduced locker delivery to #InPost UK $INPST" [X Link](https://x.com/jakubhajost/status/1988534980855648678) 2025-11-12T09:10Z [----] followers, [----] engagements "Looks like eBay will try to reintroduce #InPost in the UK to its simple delivery solution. InPost is definitely listed there but so far there's no option to enable it. I'm so waiting for this. Right now there's only Royal Mail Evri and DHL" [X Link](https://x.com/jakubhajost/status/1988577288640975245) 2025-11-12T11:59Z [----] followers, [----] engagements "Sometimes this is how I learn new things about #InPost $INPST I read about portfolio of rental units in North Dublin and find out location of Inpost (Menzies) hub. Inpost already operates in Republic of Ireland as I said many times. Lockers will follow soon" [X Link](https://x.com/jakubhajost/status/1988659577639039484) 2025-11-12T17:26Z [----] followers, [----] engagements "@jenslin_ Inpost volumes are growing in Poland. Revenue outside of Poland is 54% already. What do you think" [X Link](https://x.com/jakubhajost/status/1988887007603388760) 2025-11-13T08:29Z [----] followers, [---] engagements "More results. I think Burberry's are out already. Haven't read them yet but the market seems to be reacting positively. Funnily enough one of my purchases of Burberry was at the price from over two decades ago. Incredible when the market becomes time machine" [X Link](https://x.com/jakubhajost/status/1988890154665164826) 2025-11-13T08:42Z [----] followers, [---] engagements "With #Alibaba $BABA occupying second position after $INPST in my portfolio (13% weight) obviously I'm waiting for its results with the biggest curiosity. I'm focused on its cloud division performance" [X Link](https://x.com/jakubhajost/status/1988892392091480519) 2025-11-13T08:51Z [----] followers, [---] engagements "@jenslin_ That's impossible. 8k Allegro APMs can't match 8k Inpost APMs. Not by the size (number of compartments) nor by the utilisation. Inpost has 70% of all APMs compartments in Poland. Whole competition has 30%. Allegro cannot do peak without Inpost as it stands" [X Link](https://x.com/jakubhajost/status/1988899885928550688) 2025-11-13T09:20Z [----] followers, [---] engagements "@jenslin_ [----] is basically a year from now you know Inpost keeps deploying APMs in Poland. Allegro's part of Inpost revenue keeps shrinking. It's only mathematics. How many APMs a company can deploy when they are not profitable and are underutilised" [X Link](https://x.com/jakubhajost/status/1988901633565048867) 2025-11-13T09:27Z [----] followers, [---] engagements "@jenslin_ Now listen all this information is out there freely available to everyone. Do you expect my restating it over and over to change your mind Or do you think I know the future I'm betting on a dominant player in APM market who knows what it's doing. You don't have to" [X Link](https://x.com/jakubhajost/status/1988902740009816466) 2025-11-13T09:32Z [----] followers, [---] engagements "Guys I'm not here to convince you that this or that investment makes sense. It does to me. It doesn't have to to you. I've got over [--] companies in my portfolio though [--] make 70% of it. I will certainly be wrong on some of them. You won't be able to replicate my conviction" [X Link](https://x.com/jakubhajost/status/1988905096525053998) 2025-11-13T09:41Z [----] followers, [---] engagements "You need you research yourself and find your own conviction. There's no other way. If you don't know what you own how will you hold it through ups and downs for five ten twenty years I share the most info on #InPost but you make decisions with your money" [X Link](https://x.com/jakubhajost/status/1988905097951158573) 2025-11-13T09:41Z [----] followers, [---] engagements "Right #InPost UK is accelerating during this peak. I'm so satisfied with their focus on chasing quality over volume. Parcel dropped off into APM on Tuesday is today (Thursday) approaching recipient's APM. This is very good" [X Link](https://x.com/jakubhajost/status/1988907751251042659) 2025-11-13T09:52Z [----] followers, [----] engagements "The fact that I'm selling crap from my house on Vinted to gauge #InPost UK volumes (by comparing tracking numbers) and quality (as below) tells you everything about how big my investment in this company is 😂😂 $INPST Right #InPost UK is accelerating during this peak. I'm so satisfied with their focus on chasing quality over volume. Parcel dropped off into APM on Tuesday is today (Thursday) approaching recipient's APM. This is very good https://t.co/3wfWIH3b9U Right #InPost UK is accelerating during this peak. I'm so satisfied with their focus on chasing quality over volume. Parcel dropped" [X Link](https://x.com/jakubhajost/status/1988908730797175255) 2025-11-13T09:56Z [----] followers, [---] engagements ""Utilisation in the UK is at 80% which is higher than in Poland at the peak" Yup. Can confirm. Right #InPost UK is accelerating during this peak. I'm so satisfied with their focus on chasing quality over volume. Parcel dropped off into APM on Tuesday is today (Thursday) approaching recipient's APM. This is very good https://t.co/3wfWIH3b9U Right #InPost UK is accelerating during this peak. I'm so satisfied with their focus on chasing quality over volume. Parcel dropped off into APM on Tuesday is today (Thursday) approaching recipient's APM. This is very good https://t.co/3wfWIH3b9U" [X Link](https://x.com/jakubhajost/status/1988978233166164447) 2025-11-13T14:32Z [----] followers, [----] engagements "The courier placed my parcel in the locker at the second try. Locker compartments are now also available. #InPost is doing more than one visit to APMs daily in the UK. Hot peak $INPST People collected parcels and so the courier is trying one more time today. This is fantastic Look at the recipient's locker. https://t.co/YUhWU9ImSF People collected parcels and so the courier is trying one more time today. This is fantastic Look at the recipient's locker. https://t.co/YUhWU9ImSF" [X Link](https://x.com/jakubhajost/status/1989037893558431931) 2025-11-13T18:29Z [----] followers, [----] engagements "I'm waiting for Advent to announce going below 5% stake in #InPost $INPST Only big price pressure can move stock so hard without any news" [X Link](https://x.com/jakubhajost/status/1989046944338178243) 2025-11-13T19:05Z [----] followers, [----] engagements "Big brother is constantly watching. I liked the tweet below and. PS. I was searching for Inpost news. To niesamowite e wzdychacie nad Steam Machine a nikt nie pochyli si nad urokiem drukarki bonowej Sunso WTP802 bdcej evergreenem polskiej gastronomii. https://t.co/XwNR73Uxwa To niesamowite e wzdychacie nad Steam Machine a nikt nie pochyli si nad urokiem drukarki bonowej Sunso WTP802 bdcej evergreenem polskiej gastronomii. https://t.co/XwNR73Uxwa" [X Link](https://x.com/jakubhajost/status/1989066311113273404) 2025-11-13T20:22Z [----] followers, [---] engagements "@heizzgpw I wouldn't call it heavily shorted. It's just shorted a bit. Heavily shorted stocks I have in my portfolio are really seriously shorted. For example Children's Place. Short float recently went town from 40% to 28% 10.5% of all its shares are being shorted" [X Link](https://x.com/jakubhajost/status/1989067057233818055) 2025-11-13T20:25Z [----] followers, [---] engagements "@heizzgpw Have a link According to Amsterdam Stock Exchange only about 2% of shares are shorted. Someone has wrong data" [X Link](https://x.com/jakubhajost/status/1989070996612264274) 2025-11-13T20:40Z [----] followers, [---] engagements "@heizzgpw And I do have a link https://finaristo.com/short-selling/shorted-companies/inpost-sa https://finaristo.com/short-selling/shorted-companies/inpost-sa" [X Link](https://x.com/jakubhajost/status/1989071681542058450) 2025-11-13T20:43Z [----] followers, [---] engagements "@heizzgpw @GPW_Trader2022 Do you guys understand the difference between short selling shares and borrowing them All shorted shares are loaned. Not all loaned shares are shorted. Borrowers borrow shares for many reasons: market making hedging liquidity settlements arbitrage" [X Link](https://x.com/jakubhajost/status/1989097816271229223) 2025-11-13T22:27Z [----] followers, [---] engagements "Help to vulnerable women in refuges in the UK. Help organised by rail operators. And delivered via InPost Lockers. #InPost $INPST https://media.raildeliverygroup.com/news/new-trial-to-get-essential-items-to-vulnerable-women-in-refuges-across-the-country-launched https://media.raildeliverygroup.com/news/new-trial-to-get-essential-items-to-vulnerable-women-in-refuges-across-the-country-launched" [X Link](https://x.com/jakubhajost/status/1989111599853105385) 2025-11-13T23:22Z [----] followers, [---] engagements "Interview with Waldemar Brzoska from InPost. How difficult it was to get APMs deployed at the airports. $INPST #InPost https://retailnet.pl/2025/11/12/wywiad-waldemar-brzoska-inpost-rozwijamy-sie-tam-gdzie-czeka-klient/ https://retailnet.pl/2025/11/12/wywiad-waldemar-brzoska-inpost-rozwijamy-sie-tam-gdzie-czeka-klient/" [X Link](https://x.com/jakubhajost/status/1989112139882352949) 2025-11-13T23:24Z [----] followers, [---] engagements "InPost will expand [--] logistics centers in Zakrzw and Mnikw (Lesser Poland) using support from the Polish Investment Zone. It's worth over PLN 100M. The tax exemption will allow the company to save nearly PLN [--] million on these two investments. $INPST https://biznes.pap.pl/wiadomosci/firmy/inpost-rozbuduje-dwa-centra-logistyczne-w-woj-malopolskim https://biznes.pap.pl/wiadomosci/firmy/inpost-rozbuduje-dwa-centra-logistyczne-w-woj-malopolskim" [X Link](https://x.com/jakubhajost/status/1989114205736432015) 2025-11-13T23:32Z [----] followers, [---] engagements "There seems to be a little hype for businesses in the UK to brag that they now have #InPost lockers. I like it $INPST" [X Link](https://x.com/jakubhajost/status/1989119128481984555) 2025-11-13T23:52Z [----] followers, [----] engagements "#InPost was once overcoming letter sending restrictions in place to protect state postal operator by putting metal plates in envelopes to make letters heavier. https://t.co/bzoMrksb4A https://t.co/bzoMrksb4A" [X Link](https://x.com/jakubhajost/status/1989209108357214469) 2025-11-14T05:49Z [----] followers, [---] engagements "I'm trying to figure out what happened with smaller courier companies in Poland during my living in the UK. I remember using Sidemka and K-EX before [----]. Neither exists now. Sidemka merged with DPD. K-EX has been acquired by Geis Group. All during #InPost rise to the top" [X Link](https://x.com/jakubhajost/status/1989215416439427113) 2025-11-14T06:14Z [----] followers, [---] engagements "Something about the trail of bodies being indirect proof of a company's moat. I'm looking for bodies one might say. I remember the time before [----]. I used Sidemka and K-EX and InPost. InPost had a handful of lockers in biggest Polish cities" [X Link](https://x.com/jakubhajost/status/1989216442928230765) 2025-11-14T06:18Z [----] followers, [---] engagements "Fast forward roughly ten years. Sidemka 🪦 K-EX 🪦 And InPost has more parcel lockers in Europe than in Poland. AND it's now consolidating European markets Can you fast forward another ten years" [X Link](https://x.com/jakubhajost/status/1989216924622787057) 2025-11-14T06:20Z [----] followers, [---] engagements "Opek 🪦 (merged into FedEx) Spedimex 🪦(bought by ID logistics) Sidemka 🪦(with other smaller players swallowed by DPD) K-EX 🪦(Geis) Orlen Paczka 🪦(to Poczta Polska) Mondial Relay Yodel Menzies Sending 🪦(to InPost) Is it InPost's trail of bodies" [X Link](https://x.com/jakubhajost/status/1989218829235548561) 2025-11-14T06:28Z [----] followers, [---] engagements "Hang on So I'll be able to drop parcel as usual to my next door #InPost locker and it will go to the USA Sick news from #Vinted 🔥 I think I have an idea of who could be the potential big reputable partner for #InPost to unlock more countries. Something @RBrzoska mentioned during Q3 call. It also aligns with hints about deliveries to USA. . I think it will be Meest Group. Ticks all the boxes. I think I have an idea of who could be the potential big reputable partner for #InPost to unlock more countries. Something @RBrzoska mentioned during Q3 call. It also aligns with hints about deliveries" [X Link](https://x.com/jakubhajost/status/1989385368077295616) 2025-11-14T17:30Z [----] followers, [----] engagements "@SteadyCompound Yeah this is shite. Makes me want to sell Lululemon shares. That's not the brand I bought" [X Link](https://x.com/jakubhajost/status/1989592124904398866) 2025-11-15T07:11Z [----] followers, [---] engagements "InPost Days return in Italy Nov 14-30. key partners of the first edition Decathlon Subito Dr. Max Zooplus MediaWorld Carrera Jeans and many others have also joined the program offering discounts and offers on shipping costs. #InPost $INPST https://mediakey.it/news/tornano-gli-inpost-days-una-nuova-pioggia-di-sconti-in-arrivo-su-tutta-litalia/ https://mediakey.it/news/tornano-gli-inpost-days-una-nuova-pioggia-di-sconti-in-arrivo-su-tutta-litalia/" [X Link](https://x.com/jakubhajost/status/1989715545235542288) 2025-11-15T15:22Z [----] followers, [---] engagements ""our ambition was to transform logistics into a key element of the InPost shopping experience. last May [--] e-commerce partners joined recording a 190% increase in labels generated during the two-week promotion" commented Viviana Coppo Head of Marketing at InPost Italia" [X Link](https://x.com/jakubhajost/status/1989715556346232939) 2025-11-15T15:22Z [----] followers, [--] engagements ""Our goal is to create shared value for the many brands that have chosen to participate and above all for the consumers who rely on the InPost service every day to receive and collect online purchases."" [X Link](https://x.com/jakubhajost/status/1989715785418191096) 2025-11-15T15:23Z [----] followers, [--] engagements "The 2nd edition of InPost Days also introduces a contest dedicated to consumers offering a [----] voucher for a holiday. Simply purchase from e-commerce sites participating in InPost Days and register your shipments on the dedicated landing page: http://www.concorso-inpost.it http://www.concorso-inpost.it" [X Link](https://x.com/jakubhajost/status/1989715788014469200) 2025-11-15T15:23Z [----] followers, [---] engagements "InPost has also developed dedicated initiatives for its partners. They can benefit from tailored marketing plans that include social media posts with prominent influencers such as Ludovica Valli Lorenzo Balducci and Giada Parisi as well as more than [--] micro-influencers" [X Link](https://x.com/jakubhajost/status/1989715794498814403) 2025-11-15T15:23Z [----] followers, [---] engagements "When visiting the contest website I found a nice graphic and a list of participating #InPost partners in Italy. Interesting They really do come up with different ideas on different markets. But if InPost Days are a success we might expect them to show up elsewhere" [X Link](https://x.com/jakubhajost/status/1989717860571140366) 2025-11-15T15:31Z [----] followers, [---] engagements "Been using Zopas biscuit account for a while easy to use solid interest rate and you can set up pots for different goals. 🍪💰 Got a referral that gives us both [--] if you open one DM me for the link PS. 7.1% saving pot and 4.22% ISA" [X Link](https://x.com/jakubhajost/status/1989741960798572929) 2025-11-15T17:07Z [----] followers, [---] engagements "Is it going to be an #Amazon locker or #InPost extension" [X Link](https://x.com/jakubhajost/status/1990263661110382689) 2025-11-17T03:40Z [----] followers, [---] engagements "Remember. Some things cannot be seen from skyscrapers' windows of Wall Street. Comparing number of APMs of different providers will give you a false image. First two pictures I took tonight of #Amazon and #InPost APMs in one location in Manchester. InPost has 3x compartments" [X Link](https://x.com/jakubhajost/status/1990301457665626561) 2025-11-17T06:10Z [----] followers, [----] engagements "This one I posted here maybe two months ago. Again InPost has twice as many compartments as Amazon. And it's Amazon that's trying to catch up. Their locker looks sad" [X Link](https://x.com/jakubhajost/status/1990302719551398266) 2025-11-17T06:15Z [----] followers, [---] engagements "And I've been saying this for a while now. If you've seen some #InPost walls of APMs shops turned into massive APMs you'd get the difference. https://x.com/jakubhajost/status/1906773604957618428t=Yj1OoqNetwWeKe5kAPgSWw&s=19 Automat paczkowy DPD vs paczkomat #InPost [-----] automatw Allegro i DPD to bardzo baaardzo daleko od [-----] paczkomatw Inpostu. https://t.co/ZKyfe9AfQf https://x.com/jakubhajost/status/1906773604957618428t=Yj1OoqNetwWeKe5kAPgSWw&s=19 Automat paczkowy DPD vs paczkomat #InPost [-----] automatw Allegro i DPD to bardzo baaardzo daleko od [-----] paczkomatw Inpostu." [X Link](https://x.com/jakubhajost/status/1990303120115806455) 2025-11-17T06:16Z [----] followers, [---] engagements "These are unlike anything you've seen before in the UK possibly anywhere in Western Europe" [X Link](https://x.com/jakubhajost/status/1990304287503921517) 2025-11-17T06:21Z [----] followers, [---] engagements "You think you've seen it all Look at DPD look at Cainiao. Look at Inpost again. Then look at that Orlen Paczka next to that Inpost locker. On paper these are one locker each. Come on" [X Link](https://x.com/jakubhajost/status/1990306618240827605) 2025-11-17T06:30Z [----] followers, [---] engagements "Allegro Delivery has as many collection points as Inpost now right Cool. Ever seen places like this That's four collection points in one spot. A lot of redundant points there. Can you see it from Wall Street No. Usually there's also Inpost nearby with the most traffic" [X Link](https://x.com/jakubhajost/status/1990310051479990531) 2025-11-17T06:44Z [----] followers, [---] engagements "How many of Allegro Delivery collection points are doubled tripled or quadrupled because next to them there's also abka A lot. How many approach Inpost utilisation levels None" [X Link](https://x.com/jakubhajost/status/1990310418418741725) 2025-11-17T06:45Z [----] followers, [---] engagements "I mean I'm not joking. Allegro sums up all these doubled and tripled collection points but in reality they are just massively rendundant" [X Link](https://x.com/jakubhajost/status/1990312125781389560) 2025-11-17T06:52Z [----] followers, [---] engagements "CEO @RBrzoska about #InPost UK APMs at British @PostOffice. But if you followed me you could have read about it two months ago - $INPST https://x.com/jakubhajost/status/1970114780384911719t=yZwCROf_gk4TQbXlyKXf3A&s=19 InPost UK nawizuje wspprac z @PostOffice brytyjskim przedsibiorstwem pastwowym posiadajcym placwki pocztowe w caym UK. Pierwsze Paczkomaty ju dziaaj w miastach Stanley i Lanesfield kilkaset kolejnych wkrtce w caym UK. Szkoda e najwikszy podmiot logistyczny w https://t.co/PHGGJD0abH https://x.com/jakubhajost/status/1970114780384911719t=yZwCROf_gk4TQbXlyKXf3A&s=19 InPost UK" [X Link](https://x.com/jakubhajost/status/1990402323097538972) 2025-11-17T12:51Z [----] followers, [----] engagements "Count the compartments if you will see the difference. Four Allegro Delivery collection points (wow [--] lockers more than [--] Inpost locker right) Orlen [--] compartments DHL [--] One Box [--] DPD [--] Total [---] Compare to one Inpost locker with [---] compartments and one with [---] (🤯)" [X Link](https://x.com/jakubhajost/status/1990416266511659200) 2025-11-17T13:46Z [----] followers, [---] engagements "You can estimate as well. One Inpost module has roughly [--] compartments. So this one has approximately [---] compartments. And next one about 320" [X Link](https://x.com/jakubhajost/status/1990417813924626544) 2025-11-17T13:52Z [----] followers, [---] engagements "InPost will benefit from tax relief under the Polish Investment Zone and invest PLN [----] million in Biaystok. $INPST #InPost https://www.wnp.pl/rynki/podlaskie-inpost-zainwestuje-41-5-mln-zl-w-polskiej-strefie-inwestycji1004758.html https://www.wnp.pl/rynki/podlaskie-inpost-zainwestuje-41-5-mln-zl-w-polskiej-strefie-inwestycji1004758.html" [X Link](https://x.com/jakubhajost/status/1990518225743065554) 2025-11-17T20:31Z [----] followers, [----] engagements "#InPost in Poland pushes loyalty program with better and better rewards. Also these are promoted. Not sure but it's likely they've been paid by advertisers. $INPST" [X Link](https://x.com/jakubhajost/status/1990530754900865400) 2025-11-17T21:21Z [----] followers, [----] engagements "People tend to easily forget that InPost in Poland already has a foothold in e-commerce. InPost Fresh. It's a website. It's an app. You can buy food pet supplies cleaning products cosmetics alcohol and children products with usually two day delivery. #InPost $INPST" [X Link](https://x.com/jakubhajost/status/1990541213578277029) 2025-11-17T22:03Z [----] followers, [----] engagements "They also have their own shop where they sell branded products. Chiefly clothes toys some bags and cardboard furniture" [X Link](https://x.com/jakubhajost/status/1990545641295253654) 2025-11-17T22:20Z [----] followers, [---] engagements "But also my favourite. Ta-dam Paczko Mata A word play turning mixing door mat with copyrighted Polish name of Inpost lockers: Paczkomat" [X Link](https://x.com/jakubhajost/status/1990545651097367003) 2025-11-17T22:20Z [----] followers, [---] engagements "And they also opened another online shop InPost InStore with packing accessories envelopes plastic envelopes and boxes perfect for compartment sizes A B and C. Which includes wonderfull witty and funny InPost branding but also cool personalisation engine" [X Link](https://x.com/jakubhajost/status/1990548903695950089) 2025-11-17T22:33Z [----] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@jakubhajost Marlowe 📸📚🧭
Marlowe 📸📚🧭 posts on X about $inpst, poland, alibaba, business the most. They currently have [-----] followers and [----] posts still getting attention that total [---] engagements in the last [--] hours.
Engagements: [---] #
- [--] Week [------] +328%
- [--] Month [-------] -43%
- [--] Months [-------] +3,294%
- [--] Year [-------] +1,087%
Mentions: [--] #
- [--] Week [--] +7.70%
- [--] Month [---] -19%
- [--] Months [---] +1,502%
- [--] Year [---] +538%
Followers: [-----] #
- [--] Week [-----] -0.08%
- [--] Month [-----] +0.52%
- [--] Months [-----] +13%
- [--] Year [-----] +44%
CreatorRank: [---------] #
Social Influence
Social category influence countries finance technology brands stocks fashion brands luxury brands currencies travel destinations social networks financial services
Social topic influence $inpst #1, poland, alibaba, business, ai, nie, burberry, money, france, lululemon
Top accounts mentioned or mentioned by @renesellmann @charliwarrenbil @rbrzoska @jakebarfield @stonkmetal @andrewrangeley @investlikeiroh @deabrunner @roy5755 @valuemargin @gabrielgamrat @gotfrydkarol @zetor189 @igorzmitrovich @steadycompound @inpostpl @bielikllm @thexcapitalist @tkog65 @marcinbillewicz
Top assets mentioned Lululemon Athletica Inc (LULU) British American Tobacco (BTI) Alphabet Inc Class A (GOOGL) Novo-Nordisk (NVO) PepsiCo, Inc. (PEP) Spotify Technology (SPOT) Celsius (CEL) Celsius Holdings, Inc. Common Stock (CELH)
Top Social Posts
Top posts by engagements in the last [--] hours
"Sama smutna prawda"
X Link 2019-08-18T15:25Z [----] followers, [---] engagements
"@Mufti_Yasir @cjwerleman Because not a single religion should be immune to criticism"
X Link 2019-11-24T00:23Z [----] followers, [--] engagements
"Next stop $42.58. #silver #silversqueeze"
X Link 2021-02-06T10:55Z [----] followers, [--] engagements
"@EasyRid04682094 Blik Paczkomaty Inpostu e-recepty"
X Link 2022-10-26T12:03Z [----] followers, [--] engagements
"@kasiababis A po polsku"
X Link 2023-01-13T13:17Z [----] followers, [----] engagements
"@HisandHersEV @8WithATiara @ChrisJBakke I thought that was Poland 🤷🏼♂"
X Link 2023-03-22T10:10Z [----] followers, [----] engagements
"Amazon "Everything store" InPost "The thing for every store""
X Link 2023-07-12T09:41Z [----] followers, 13.6K engagements
"Wittchen. Wzrost kwarta do kwartau Revenue +14.6% EBIDTA +17.6% EBIT +26.9 Net profit +31.2% First half [--] vs first half [--] Revenue +36.9% EBIDTA +17.1% EBIT +18.3% Net profit +44.4% Akcje spadaj o 11% bo "konsensus". Trzeba sobie zada jedno pytanie:"
X Link 2023-09-15T08:02Z [----] followers, 16.4K engagements
"Top [--] to zatem 73.38% A dalej s: YPF CIGames Bank Millennium NTT System British American Tobacco Legal and General Asos Makarony Polskie XRP Grupa Pracuj Ten Square Games Hargreaves Lansdown. To pozycje powyej 1% kada"
X Link 2024-03-22T20:01Z [----] followers, [---] engagements
"A dalej: CIGames NTT System Bank Millennium Burberry Makarony Polskie [--] Bit Studios Children's Place Legal and General Mercor Pracuj Ten Square Games Ferrexpo Novonordisk Imperial Brands Fabrity Ipopema Polar Capital Microvast AMS Theworks Jumia Synthomer Cematrix BPT SQ3 LRQ"
X Link 2025-02-20T11:16Z [----] followers, [----] engagements
"@Xiao767 British American Tobacco"
X Link 2025-02-20T18:01Z [----] followers, [--] engagements
"Akcje Celsius Holdings rosn o 40% after market"
X Link 2025-02-20T23:16Z [----] followers, [---] engagements
"@KWK_Rymer Interactive Brokers"
X Link 2025-02-21T12:22Z [----] followers, [--] engagements
"This is so well put. "If a tree grows in a forest partially owned by us but we don't record the growth in our financial statements we still own part of the tree." - W. Buffett"
X Link 2025-02-21T18:30Z [----] followers, [---] engagements
"@PalPhilo @GotfrydKarol @kowalski3794 Co jest red flag ROCE C/Z Dividend yield Moat Co tam jest reg flag"
X Link 2025-02-22T16:28Z [----] followers, [--] engagements
"@KonradSzewczak @pablos_83 Dla jasnoci - potencja rozwoju bior pod uwag ale zaczynam od wyceny przedsibiorstwa i nie kupuj za drogo. "And a silly purchase price for a block of stock in a corporation can negate the effects of a decade of earnings retention by that corporation.""
X Link 2025-02-23T08:35Z [----] followers, [---] engagements
"#InPost 🔥 https://www.thesun.co.uk/money/33530552/new-parcel-delivery-service-rival-royal-mail-today-cheaper/ https://www.thesun.co.uk/money/33530552/new-parcel-delivery-service-rival-royal-mail-today-cheaper/"
X Link 2025-02-24T16:25Z [----] followers, [---] engagements
"News dnia #InPost W @InPost przyspieszamy europejsk ekspansj Obejmujemy pakiet udziaw w portugalskiej spce https://t.co/TZZmU3nIuk oraz kupujemy ponad [--] [---] maszyn bateryjnych Paczkomat - NEXT Nie zatrzymujemy si ani na chwil Trzymajcie kciuki za #teaminpost https://t.co/Nq1Rx1SjbK W @InPost przyspieszamy europejsk ekspansj Obejmujemy pakiet udziaw w portugalskiej spce https://t.co/TZZmU3nIuk oraz kupujemy ponad [--] [---] maszyn bateryjnych Paczkomat - NEXT Nie zatrzymujemy si ani na chwil Trzymajcie kciuki za #teaminpost https://t.co/Nq1Rx1SjbK"
X Link 2025-09-01T12:47Z [----] followers, [----] engagements
"#InPost #InPostPay https://m.youtube.com/watchv=jo1zWmR8pUI https://m.youtube.com/watchv=jo1zWmR8pUI"
X Link 2025-10-18T13:14Z [----] followers, [----] engagements
"@ArmandDAngour That's bad. I wanted it to be Wegovy nation. I own shares of Novonordisk not Eli Lilly. It's astonishing how many people I know are on it"
X Link 2025-10-19T01:38Z [----] followers, [---] engagements
"#InPost https://www.tiktok.com/@inpostpl/video/7562979365919673622 https://www.tiktok.com/@inpostpl/video/7562979365919673622"
X Link 2025-10-20T14:03Z [----] followers, [---] engagements
"#InPost we Woszech 🔥 https://m.youtube.com/shorts/ZoLRFmlVIKw https://m.youtube.com/shorts/ZoLRFmlVIKw"
X Link 2025-10-20T14:04Z [----] followers, [---] engagements
"#InPost #InStore https://www.dlahandlu.pl/e-commerce/inpost-zmienia-zasady-gry-nowy-projekt-to-wiecej-niz-sklep-z-kartonami162508.htmlmp=promo https://www.dlahandlu.pl/e-commerce/inpost-zmienia-zasady-gry-nowy-projekt-to-wiecej-niz-sklep-z-kartonami162508.htmlmp=promo"
X Link 2025-10-20T21:15Z [----] followers, [---] engagements
"@investlikeiroh Nope. High Court denied halting restructuring plan and merger until the case will have been resolved. But the case still needs to be resolved"
X Link 2025-10-27T13:56Z [----] followers, [---] engagements
"@deabrunner Nah I wouldn't even waste time to figure it out. Utilisation of each Inpost parcel locker increases each year. In the UK some lockers are normally growing utilisation some are already at maximum capacity to the point of marking lockers as out of service to stop queue of parcels"
X Link 2025-10-31T20:16Z [----] followers, [---] engagements
"@ValueMargin @deabrunner Ever noticed people complain online about Inpost UK inability to redirect parcels to another locker That's the issue. When Polish lockers are full Inpost does forced redirect to other lockers. For some reason that's not the case in the UK so they have to manage queue"
X Link 2025-10-31T21:43Z [----] followers, [---] engagements
"@ValueMargin @deabrunner Full locker is not a problem. It will be emptied by a courier or by recipients right But when locker is full and there's a queue of parcels in the warehouse waiting to be delivered to that locker (because no redirect is yet possible) then what do you do"
X Link 2025-10-31T21:47Z [----] followers, [---] engagements
"@ValueMargin @deabrunner You need to stop people bringing parcels to that locker (seen as out of order in Inpost app will do that but full as well). But You can still order stuff on Vinted to a full locker - there will be space by the time it arrives. But what if there is a queue to that locker"
X Link 2025-10-31T21:49Z [----] followers, [---] engagements
"@ValueMargin @deabrunner And if you don't do that and people will order more and more parcels the backlog becomes too huge to handle. They have a few days to pick up parcels. Other parcels wait in the warehouse for days. The more parcels in the queue the longer wait time. "Out of order" solves that"
X Link 2025-10-31T22:00Z [----] followers, [---] engagements
"@ValueMargin @deabrunner People in the UK adopt parcel lockers way faster than they did in Poland. Once they start using them for Vinted - they're in. I know many who do a couple of visits to a locker every week. Collecting shit from Vinted and sending their shit in Vinted. Back and forth"
X Link 2025-10-31T22:07Z [----] followers, [---] engagements
"@ValueMargin @deabrunner It's similar to when they switched on "Send" (C2C parcels) and had to switch them off because the demand was six time bigger than they anticipated. This sort of thing happened now as well but they managed to keep going unload backlog manage queues and prepare for peak"
X Link 2025-10-31T22:25Z [----] followers, [---] engagements
"@ValueMargin @deabrunner I essentially doubled my position in Inpost this year buying between January and October"
X Link 2025-10-31T22:28Z [----] followers, [---] engagements
"@ValueMargin @deabrunner So I'm waiting for some good news to wipe out shorts. - court case with Jacob Corlett - Q3 results - new deal with Allegro - new AI project for Inpost Mobile utilising Inpost Pay shops - [----] results Each provides potential driver for sentiment change and wiping out shorts"
X Link 2025-10-31T22:32Z [----] followers, [---] engagements
"@ValueMargin @deabrunner Also. 2020: #InPost delivered 308M parcels in Poland & 2M parcels in Europe. Stock price 15-20. Now: 1M parcels A DAY in the UK 0.5M parcels a day in Iberia. + France and Italy THEY PROBABLY DO ABROAD DAILY WHAT THEY DID ANNUALLY FIVE YEARS AGO 🤯 Stock 10-11 🤯"
X Link 2025-10-31T22:44Z [----] followers, [----] engagements
"@ValueMargin @deabrunner Am I going to sell the stock because the grow slightly slower in Poland Because of Allegro headlines Because of manageable obstacles of Corlett case and Yodel integration Am I fuck"
X Link 2025-10-31T22:49Z [----] followers, [---] engagements
"@SteadyCompound It's almost as useless as chatgpt in many specific cases. Here's just one simple example"
X Link 2025-10-31T23:14Z [----] followers, [---] engagements
"I've been buying since [----] 👍 Welcome to shareholders of #InPost 👋 I just published a new video on my YT channel. https://t.co/pPTcd9kYZe I just published a new video on my YT channel. https://t.co/pPTcd9kYZe"
X Link 2025-11-01T16:34Z [----] followers, [----] engagements
"Paczkomaty #InPost tylko w szpitalach Following the successful launch of the InPost Parcel Locker at St Richards were thrilled to announce that Worthing Hospital and Southlands Hospitalhave now joined the movement toward smarter parcel delivery. https://www.uhsussex.nhs.uk/news/inpost-lockers-now-live-at-worthing-and-southlands-hospitals/ https://www.uhsussex.nhs.uk/news/inpost-lockers-now-live-at-worthing-and-southlands-hospitals/"
X Link 2025-11-01T17:22Z [----] followers, [----] engagements
"Via: https://www.linkedin.com/posts/inpost-uk_blank-street-xinpost-introducing-activity-7389984559691583488-Fgbb https://www.linkedin.com/posts/inpost-uk_blank-street-xinpost-introducing-activity-7389984559691583488-Fgbb"
X Link 2025-11-03T13:13Z [----] followers, [---] engagements
"@charliwarrenbil @ReneSellmann You guys live in countries where Inpost operates but not like in Poland yet. So you don't know what is "multicompartment". I'll try to describe it to you. Imagine ordering a book from one shop small thing from Aliexpress a top from Vinted and undies from Asos"
X Link 2025-11-03T23:32Z [----] followers, [---] engagements
"@charliwarrenbil @ReneSellmann Then imagine all four orders land in one compartment of your Inpost locker because of course Inpost knows they are all heading to the same person. Record courier fit like [--] parcels in one compartment. I often wonder myself about Inpost moat"
X Link 2025-11-03T23:35Z [----] followers, [--] engagements
"@charliwarrenbil @ReneSellmann And it's a hard to grasp mix of: - merchant satisfaction - scale - broad merchant availability - next day delivery - IT solutions (choose lower compartment extend pick-up time multicompartment great app) - state of the art sorting facilities - route optimisation"
X Link 2025-11-03T23:38Z [----] followers, [--] engagements
"@charliwarrenbil @ReneSellmann Bottom line: Other couriers think they will put lockers and will become "Inpost killers". Think of it this way - how many "iPhone killers" came and faded into oblivion while iPhone still exists Lockers are only 15-20% of Inpost success"
X Link 2025-11-03T23:41Z [----] followers, [--] engagements
"@charliwarrenbil @ReneSellmann It's a little contradictory. Without lockers there's no Inpost and that's true. But Inpost isn't just a delivery company. It is a continuously improving e-commerce facilitating platform building (they make their own lockers) and utilising lockers IT fintech AI"
X Link 2025-11-03T23:44Z [----] followers, [--] engagements
"@charliwarrenbil @ReneSellmann Another mental shortcut - think Amazon but without forcing merchants to be on some website. Inpost does fulfillment unified checkout and payment (Inpost Pay) next day delivery and the same awesome experience whether you are Vinted or small shop with hand-made postcards"
X Link 2025-11-03T23:47Z [----] followers, [---] engagements
"@charliwarrenbil @ReneSellmann But as a merchant you keep your independence your shop your rules terms and conditions - don't have to be on some massive platform changing terms and fees every two weeks. All of the ecosystem Inpost build in Poland will come to Western Europe"
X Link 2025-11-03T23:49Z [----] followers, [---] engagements
"@charliwarrenbil @ReneSellmann UK France Italy Spain Portugal Ireland Benelux - will get InPost Pay InPost Fulfillment Cross-border Next Day Delivery Multicompartment and whatever comes next (press distribution lockers in hospitals etc etc). It's easy to mistake Inpost for just another courier"
X Link 2025-11-03T23:51Z [----] followers, [---] engagements
"@charliwarrenbil @ReneSellmann They will add more services more lockers more merchants more continuous improvement and optimisation. 2M parcels in whole [----] outside Poland. Now five years later they do about 3M parcels outside Poland. EVERY DAY. This is not your usual courier company"
X Link 2025-11-03T23:59Z [----] followers, [---] engagements
"@charliwarrenbil @ReneSellmann Feel free to follow me for more news on Inpost. There is a lot of it and will be more. https://www.voxlog.fr/actualite/10316/mondial-relay-renforce-son-reseau-logistique-pour-absorber-les-pics-de-fin-dannee https://www.uhsussex.nhs.uk/news/inpost-lockers-now-live-at-worthing-and-southlands-hospitals/ https://grandeconsumo.com/inpost-reforca-capacidade-para-500-mil-encomendas-diarias-na-epoca-alta/ https://www.cadenadesuministro.es/logistica/inpost-abre-nueva-nave-logistica-en-cordoba_1511923_102.html"
X Link 2025-11-04T00:07Z [----] followers, [---] engagements
"@charliwarrenbil @ReneSellmann I don't know any delivery company as focused as driven as innovative as fast moving and as optimising as InPost. That's why they came from nothing to 60% of market share in Poland. My thesis is that they will do the same in whole Europe"
X Link 2025-11-04T00:11Z [----] followers, [---] engagements
"@charliwarrenbil @ReneSellmann I don't have access to your deep dive into InPost @ReneSellmann so I'm wondering if you got to InPost Fulfillment and Pay but also things like the use of one locker compartment for multiple small parcels heading to the same person (that's how they get utilisation over 100%)"
X Link 2025-11-04T00:26Z [----] followers, [--] engagements
"@charliwarrenbil @ReneSellmann You're welcome. The only hurdle in following me is that I tweet in Polish and sometimes also tweet about some other stuff. Inpost is by far my largest and best studied holding. I've observed and used Inpost since [----]. Buying since [----]. Any questions - shoot"
X Link 2025-11-04T00:48Z [----] followers, [--] engagements
"Some (actually a lot of) #InPost APMs in the UK are at full capacity. InPost needs probably twice as many APMs in the UK. The runway is massive. UK: 4.8k APMs in [----] 7k in May [----] 12k in Oct [----] Compare it to Poland: 7.2k in [----] 10.8k in [----] 16.5k in [----] 19.3k in 2022"
X Link 2025-11-04T09:40Z [----] followers, [----] engagements
"#InPost has hit the goldmine in the UK hence massive acceleration in APMs deployment. Adoption & utilisation in the UK grow way faster than they grew in Poland. 20% of UK market would probably make Inpost more money than 60% of Polish market. British ecommerce is huge"
X Link 2025-11-04T09:42Z [----] followers, [---] engagements
"Just look at these numbers from the end of [----]. In less than three years Inpost more than doubled the number of APMs in Europe from 28k to 57k. UK now over 12k France over 9k Italy over 4k Poland 27k"
X Link 2025-11-04T09:54Z [----] followers, [---] engagements
"There's a pipeline planned way ahead. Even though Inpost makes own APMs in [--] factories in Poland and [--] in China they still acquired 10% stake in Bloqit & ordered 20k battery powered APMs. Deploying record 14k lockers in [----] they most likely will beat the record in 2026"
X Link 2025-11-04T10:06Z [----] followers, [---] engagements
"@michal_ozimski_ To Interactive Brokers"
X Link 2025-11-04T10:12Z [----] followers, [--] engagements
"And there are more markets to come. As I mentioned here many times after acquisitions of Menzies and Yodel #InPost now manages deliveries in Northern Ireland and Republic of Ireland. Deploying APMs in Northern Ireland looking for people to deploy APMs in Republic of Ireland"
X Link 2025-11-04T10:24Z [----] followers, [---] engagements
"And other markets too Tightening cooperation with Zasilkovna opens up Czechia (already delivering Vinted parcels from Poland there). Legacy Mondial Relay cross-border to Germany and Austria is operational as well. These are not Inpost APMs and points. But integrated anyway"
X Link 2025-11-04T10:34Z [----] followers, [---] engagements
"Granted - it is a massive undertaking to add more partners unify cross-border experience gain access to Scandinavian countries etc. But it isn't impossible or unthinkable for Inpost to build a paneuropean network to better serve merchants and customers. Steps are being taken"
X Link 2025-11-04T10:36Z [----] followers, [---] engagements
"Meanwhile Inpost is trading at the same price as when they: Had half of today's number of APMs Didn't have Yodel Didn't have Sending Didn't have 10% of Bloqit Didn't have Menzies Distribution Group Delivered 745M parcels (they just might do almost twice as much this year)"
X Link 2025-11-04T10:49Z [----] followers, [---] engagements
"@charliwarrenbil @ReneSellmann I don't know that. But I ordered a book from a one man publishing company in Poland which publishes like [---] beautifully crafted copies of a title. He works alone has a tiny website. Delivery via Inpost costs same as everywhere else. He put a book into APM in the evening"
X Link 2025-11-04T12:28Z [----] followers, [--] engagements
"@charliwarrenbil @ReneSellmann It was in my APM on the other side of Poland next day. Insane"
X Link 2025-11-04T12:28Z [----] followers, [---] engagements
"#InPost lockers will be deployed in 24/7 areas of customer service at BNP Paribas banks. And so the lockers enter banks after airports hospitals campuses shopping centres. BTW it's over [-----] Inpost lockers in Poland already. https://businessinsider.com.pl/gospodarka/w-tym-miejscu-paczkomatow-jeszcze-nie-bylo-nowy-projekt-inpostu/mfns1jg https://businessinsider.com.pl/gospodarka/w-tym-miejscu-paczkomatow-jeszcze-nie-bylo-nowy-projekt-inpostu/mfns1jg"
X Link 2025-11-04T12:48Z [----] followers, [----] engagements
"@charliwarrenbil @ReneSellmann Not only they suck at speed. They also suck at out of home and suck even harder in home deliveries giving people 12-hour window of delivery 🤯 And then when you wait all day for the courier you get the message "sorry we've missed you" to find a parcel next day on the lawn"
X Link 2025-11-04T12:52Z [----] followers, [---] engagements
"@charliwarrenbil @ReneSellmann Inpost can bring absolutely new level of service to this pile of crap that is courier service in the UK or France or Spain. It use to be like that in Poland [--] years ago. Everybody sucked but they gave [--] hours window not [--]. Inpost swept through it like knife trough butter"
X Link 2025-11-04T12:54Z [----] followers, [---] engagements
"@charliwarrenbil @ReneSellmann I haven't used DPD in the UK to be honest. If they provide [--] hour window that's still not as convenient as locker. I don't think there are any questions about other couriers that I could answer that would give you conviction. Either you like and understand the business or not"
X Link 2025-11-04T13:26Z [----] followers, [--] engagements
"@charliwarrenbil @ReneSellmann Study Inpost financial reports since [----]. It's all there. Strategy flywheel effect numbers. See if you come out admiring it or not interested"
X Link 2025-11-04T13:27Z [----] followers, [--] engagements
"@charliwarrenbil @ReneSellmann Maybe. I can only tell you that so many tried in Poland. Orlen Allegro Poczta Polska GLS DHL. And sometimes there are five APMs in one spot. Inpost is full. The others have a handful of parcels between them. It's also about brand I guess"
X Link 2025-11-04T13:42Z [----] followers, [--] engagements
"News from Spain. 60% of proximity shops that joined "Puntos Pack" #InPost network report increase in foot traffic and sales. https://www.bolsamania.com/noticias/empresas/economia--el-60-de-los-comercios-de-proximidad-que-cuentan-con-puntos-de-recogida-de-paquetes-aumentan-sus-ventas--21153983.html https://www.bolsamania.com/noticias/empresas/economia--el-60-de-los-comercios-de-proximidad-que-cuentan-con-puntos-de-recogida-de-paquetes-aumentan-sus-ventas--21153983.html"
X Link 2025-11-04T13:51Z [----] followers, [---] engagements
"@charliwarrenbil @ReneSellmann Not sure what others think. Inpost has it's own ecommerce anyway. They have Inpost Fresh and Inpost Pay. Both not that big but Inpost Pay still has potential"
X Link 2025-11-04T13:53Z [----] followers, [--] engagements
"@charliwarrenbil @ReneSellmann You're welcome :) Inpost Fresh is basically a home delivery of grocery shopping. They have separate app for that. Inpost Pay allows shopping in online shops without creating an account. Over [----] merchants joined it. This has potential of becoming something bigger if done right"
X Link 2025-11-04T14:01Z [----] followers, [--] engagements
"Looks good #InPost #InPost lockers will be deployed in 24/7 areas of customer service at BNP Paribas banks. And so the lockers enter banks after airports hospitals campuses shopping centres. BTW it's over [-----] Inpost lockers in Poland already. https://t.co/HwwKlbJC1D #InPost lockers will be deployed in 24/7 areas of customer service at BNP Paribas banks. And so the lockers enter banks after airports hospitals campuses shopping centres. BTW it's over [-----] Inpost lockers in Poland already. https://t.co/HwwKlbJC1D"
X Link 2025-11-04T16:12Z [----] followers, [----] engagements
"I just had a dj vu. Today I've got a message from a British friend with similar picture 🤣 #InPost Paczkomaty w drodze do pracy @jakubhajost https://t.co/gmkhrSqo9X Paczkomaty w drodze do pracy @jakubhajost https://t.co/gmkhrSqo9X"
X Link 2025-11-05T14:47Z [----] followers, [----] engagements
"I'm awaiting today's Cematrix results $CEMX.TO I bought it few times after assessing that new contracts in [----] were worth more than company's market cap. Not to mention a backlog of contracts and stock repurchase program. So far so good. Up 65% Let's see how it plays out"
X Link 2025-11-05T20:33Z [----] followers, [----] engagements
"Microvast $MVST is a trade (I do them sometimes) in a @GotfrydKarol style. Bought it after it hit like a three year high. And it keeps on giving"
X Link 2025-11-05T20:37Z [----] followers, [----] engagements
"Celsius Holdings $CELH on the other hand I bought in my style. I've researched it tried the drinks read finacials watched it since [----]. And loaded up exactly a year ago. Q3 results tomorrow before open. 🤞"
X Link 2025-11-05T20:42Z [----] followers, [----] engagements
"New merchant adopts #InPost delivery and returns in the UK. Tredz is part of Halford group. They follow another cycling business - Wiggle who adopted Yodel by Inpost earlier. https://cyclingindustry.news/retail-diversification-tredz-introduces-inpost-locker-delivery-and-returns/ https://cyclingindustry.news/retail-diversification-tredz-introduces-inpost-locker-delivery-and-returns/"
X Link 2025-11-06T09:36Z [----] followers, [---] engagements
"PSX Extreme is another monthly publication that adopted subscription with #InPost locker delivery. InPost grows its presence on printed media market in Poland. https://www.psxextreme.pl/produkt/prenumerata-roczna-krajowa-12-numerow-paczkomat-inpost/ https://www.psxextreme.pl/produkt/prenumerata-roczna-krajowa-12-numerow-paczkomat-inpost/"
X Link 2025-11-06T09:42Z [----] followers, [---] engagements
"They write in Germany about #InPost. Here's a little background of the company. Some of it is accurate some if is wildly inaccurate. But the reason for this discussion in Germany are rumoures of InPost being a potential candidate to take over Hermes. https://www.diepresse.com/20269183/eine-postbox-aus-polen-erobert-europa https://www.diepresse.com/20269183/eine-postbox-aus-polen-erobert-europa"
X Link 2025-11-06T09:54Z [----] followers, [---] engagements
"People ask about #InPost availability on Isle of Man. Apparently Yodel does operate there"
X Link 2025-11-06T10:57Z [----] followers, [---] engagements
"Looks like algorithms are panicking after seeing negative EPS in #Celsius results. It's funny because Pepsico will pay distribution termination fees of $246 million for Celsius. But GAAP requires Celsius to record cost of those fees and Pepsico payment in balance sheet"
X Link 2025-11-06T11:27Z [----] followers, [---] engagements
"Which means that Celsius actually doesn't bare the cost doesn't lose any cash so it actually made profit in the quarter. But algorithms will only look at EPS 😂 Which means this fantastic company might be up for grabs way cheaper today. Yay algos"
X Link 2025-11-06T11:29Z [----] followers, [---] engagements
"That's about it. Massive revenue growth awesome arrangement with Pepsico insane international runway. But accounting rules force Celsius to record one time distribution termination cost while Pepsico payment of this cost lands in balance sheet to be amortised for years"
X Link 2025-11-06T11:37Z [----] followers, [---] engagements
"54% Revenue outside Poland Awesome Revenue and Parcel Volumes growth Insane increase in APM numbers across markets App launched in Iberia (Italy planned for 2026) #InPost"
X Link 2025-11-07T05:56Z [----] followers, [----] engagements
"More details from the UK. Yodel consolidation continues. New hubs opened. Staff trained. VOLUME CAP to prioritize quality - because of course the demand is massive"
X Link 2025-11-07T05:59Z [----] followers, [---] engagements
"This slide will be the reason for the stock to go down today. Net profit slides. A lot of adjustments. I'd like to be surprised positively after Cematrix and Celsius good results/bad reaction combo. Let's see how this one unfolds"
X Link 2025-11-07T06:10Z [----] followers, [---] engagements
"And this slide is actually pretty impressive. Yodel Sending and 10% of Bloqit taken. Virtually no change in leverage. Sick"
X Link 2025-11-07T06:11Z [----] followers, [---] engagements
"What I really really like #InPost has: - installed [----] new APMs across Europe in Q3 - handled Menzies and Yodel consolidation - launched new app in Iberia - paid off old bonds - built new hubs And yet it is still profitable and with low leverage. Im-pres-sive"
X Link 2025-11-07T06:28Z [----] followers, [----] engagements
"It's going to be a bear hunting season on Inpost. 54% revenue outside Poland and growing 10% growth in Poland. That basically makes Allegro bear case ridiculous. Next in line: Yodel ownership case What else"
X Link 2025-11-07T06:48Z [----] followers, [---] engagements
"Yeah baby more InPost lockers on the way 🔥"
X Link 2025-11-07T06:54Z [----] followers, [----] engagements
""Games are won by players who focus on the playing field not by those whose eyes are glued to the scoreboard. I perform bottom up analysis. #InPost is a better and bigger business than it was a year ago. The fact that I can buy it cheaper is good for me - I want a lot of it. @jakubhajost Czy nadal uwaasz e to rynek jest w bdzie https://t.co/BPRLfeT5gy @jakubhajost Czy nadal uwaasz e to rynek jest w bdzie https://t.co/BPRLfeT5gy"
X Link 2025-11-07T14:52Z [----] followers, [----] engagements
"In fact I doubled my stake throughout [----] and I intend to use opportunities the market throws at me to increase my stake whenever possible. I buy businesses I admire and I buy then for the long run. Was the marker right about Meta in [----] or Alibaba 20212024"
X Link 2025-11-07T14:56Z [----] followers, [---] engagements
"Otherwise maybe we should tell Zuckerberg Brzoska and for example Biernacki of Dino Polska that they go against the market How foolish of them. 🤷🏼♂"
X Link 2025-11-07T15:05Z [----] followers, [---] engagements
"Eurozone is accelerating. France is growing faster now but it's hidden withing Eurozone reporting. Breakeven in the UK now after Q2 [----] because phases [--] and [--] of Yodel integration are paused for the duration of the peak to be continued at the start of [----]. @jakubhajost @RBrzoska [--]. Polska na wolumenie odbia po sabszym Q2. 👍 [--]. Pytanie ile kwartaw potrzeba e w UK wyj na prost. Ja obstawiam 2-3 jeszcze. [--]. O UK jestem spokojniejszy ni o "eurozone". :-) Ja na UK buduj swoj tez inwestycyjn. @jakubhajost @RBrzoska [--]. Polska na wolumenie odbia po sabszym Q2. 👍 [--]. Pytanie ile kwartaw potrzeba e"
X Link 2025-11-09T07:47Z [----] followers, [----] engagements
"98% of parcels sent through #InPost in Poland is being delivered next day. Quality is the fundament of Inpost domination and always will be. They are striving to get western Europe to that level Poland being their northern star. In the UK during peak: quality over volume. @jakubhajost @ReneSellmann I read that through InPost customers receive nextday delivery if they ordered before midnight. What proportion of total orders benefit from such fast delivery Im asking because Im curious how many merchants InPost provides this kind of customer-obsessed service for. @jakubhajost @ReneSellmann I"
X Link 2025-11-09T07:50Z [----] followers, [----] engagements
"I finally finished analysing #InPost Q3 report and earnings call with Q&A. I've got several pages of notes. I am positively surprised by how insightful questions have been voiced by analysts. I am extremely satisfied by the answers"
X Link 2025-11-09T08:06Z [----] followers, [----] engagements
"I might do a longer article about all this if I find time and willingness. Main points: [--]. Quality over volume in the UK (yes) hence volume cap and pause on Yodel integration. [--]. Utilisation in the UK at 80% bigger than in Poland at peak () massive demand (that's why"
X Link 2025-11-09T08:06Z [----] followers, [---] engagements
"they put so many lockers in the UK at the astonishing pace). They put up more lockers here than all competitors combined () [--]. France is accelerating growth (24%) with flows to APMs bigger than to PUDOs. [--]. 98% of parcels in Poland delivered next day"
X Link 2025-11-09T08:06Z [----] followers, [---] engagements
"Quotes I loved. "Quality first. When others will chase volume we will not. We will deliver on the promises we made to merchants and consumers" Yes yes yes"
X Link 2025-11-09T08:10Z [----] followers, [---] engagements
""Let me be very clear here. Inpost won the Polish market not because of thousands of metal boxes. Inpost won the Polish market because quality was always the top priority and there was never any compromise on that. And that will not change in the UK"
X Link 2025-11-09T08:13Z [----] followers, [---] engagements
"@RBrzoska "We make decisions with a medium and long term view not for the sake of short term optics quarter by quarter. And we are maintaining investment discipline healthy balance sheet strong free cash flow in our mature markets reinvesting it where we build scale like in the UK" 🔥"
X Link 2025-11-09T08:18Z [----] followers, [---] engagements
"@charliwarrenbil What you cite here is bullshit. They sign contracts with Yeep with Quadient and never give quality even close to Inpost. Their locker numbers are fiction. Literally Quadient lockers are presented as "out number of lockers" in DPD Royal Mail Evri and UPS. The same lockers"
X Link 2025-11-09T08:23Z [----] followers, [---] engagements
"@charliwarrenbil They accelerate locker strategy they offer lockers. But these lockers in big part are not theirs they're Quadient's Yeep's and other agnostic locker systems. It's PR sweetening of the truth that they don't get what Inpost is doing and are far behind"
X Link 2025-11-09T08:25Z [----] followers, [--] engagements
"Correction breakeven in Q4 Yodel will become accreative after Q2 [----] when phase [--] of integration should finish. Q2 - restructuring people and warehouses (done) Q3 - restructuring One Network Q4 - continued restructuring One Network Q1 - declining restructuring costs"
X Link 2025-11-09T08:29Z [----] followers, [---] engagements
"@charliwarrenbil Mate. Inpost has more lockers in the UK than Amazon. Four times more lockers than next competitor after Amazon. Each quarter they put more lockers than all competitors combined. A fact. Not a statement of "we plan to do something""
X Link 2025-11-09T08:31Z [----] followers, [--] engagements
"@charliwarrenbil Inpost is no1 in France in number of lockers. Second is Amazon. I have no idea what chronopost is"
X Link 2025-11-09T08:33Z [----] followers, [--] engagements
"@charliwarrenbil DPD operated in Poland when Inpost had no market share. Now Inpost has 60% market share. Does that help you in any way"
X Link 2025-11-09T08:35Z [----] followers, [--] engagements
"@RBrzoska These are roughly highlights of Q&A session. There's way more info there but I'll keep it to myself. You know like going from [--] to [--] Yodel depots. I will add one last note on #InPost moat"
X Link 2025-11-09T08:40Z [----] followers, [---] engagements
"@RBrzoska The moat: [--]. Consumer centricity [--]. APM numbers leadership (4x more APMs than next competitor other than Amazon pace of deployment outpaces all competitors combined [--]. QUALITY FIRST [--]. Continuous testing and optimisation [--]. Flywheel effect and effect of scale"
X Link 2025-11-09T08:42Z [----] followers, [---] engagements
"#InPost will decimate small players devour medium players and compete with giants being now another incumbent and fast running giant. I just can't wait to watch it. It's my investment thesis since [----] and it is unfolding right in front of my eyes. Onwards and forwards"
X Link 2025-11-09T08:46Z [----] followers, [---] engagements
"@charliwarrenbil These are things that are not visible from Wall Street skyscrapers. When they look at the numbers - every courier company boasts having growing number of lockers. But it's a fantasy like Quadient and Yeep not a core focus like Inpost. They completely miss the mark"
X Link 2025-11-09T09:26Z [----] followers, [--] engagements
"@charliwarrenbil They will never catch up to Inpost at this rate. Inpost had [----] lockers in the UK in may [----] and now has over [-----]. It has put almost [----] lockers in Europe just in Q3"
X Link 2025-11-09T09:29Z [----] followers, [--] engagements
"@charliwarrenbil And because everyone else is falling behind - Inpost is the only player enjoying effects of scale. And constantly increasing the distance to competitors. Makes it harder for other players to make their lockers profitable - that's why they chose external providers"
X Link 2025-11-09T09:32Z [----] followers, [--] engagements
"@charliwarrenbil Inpost beats literally everybody else in utilisation"
X Link 2025-11-09T09:33Z [----] followers, [--] engagements
"It's funny. I'm kind of curious what @ReneSellmann wrote about #InPost in his newest post. But my curiosity stems only from wondering how much of it aligns with what I wrote here. And I'm not curious about anything else or enough to pay 🤷🏼♂ So what's there Rene"
X Link 2025-11-10T00:12Z [----] followers, [---] engagements
"#InPost is doing its magic in the UK again. Parcel put into locker on Saturday evening has been picked up on Sunday morning and today is almost in the recipient's locker. This is it. Let's sort out the peak and then continue integrations. 🔥"
X Link 2025-11-11T08:50Z [----] followers, [----] engagements
"When selling on Vinted in the UK InPost gives estimated delivery to the recipient's locker 3-4 days from drop off. From Saturday that should mean today or tomorrow. However Vinted in its letter to the buyer gives says Nov [--] - Nov [--] so Wednesday till Friday"
X Link 2025-11-11T09:38Z [----] followers, [---] engagements
"Which means that by delivering a parcel to the locker today InPost delivers on its promise. And exceeds the expectations on Vinted promise. I like that. It's still far away from Polish standard Next Day delivery but we'll get there in the UK and in Eurozone too"
X Link 2025-11-11T09:40Z [----] followers, [---] engagements
"Quadient a company running agnostic lockers with no logistic backbone just renting them out to Royal Mail Evri DPD and UPS has made a FOI request which revealed a record breaking 666.5m parcel thefts in the UK. Why is it important for #InPost https://www.parcelandpostaltechnologyinternational.com/news/parcels/parcel-theft-bill-rises-to-record-breaking-us878m-in-the-uk-in-2025.html https://www.parcelandpostaltechnologyinternational.com/news/parcels/parcel-theft-bill-rises-to-record-breaking-us878m-in-the-uk-in-2025.html"
X Link 2025-11-11T11:15Z [----] followers, [----] engagements
"That's why. 64% of the UK public would feel more comfortable using secure parcel lockers instead of doorstep delivery. Yes And Inpost will take the biggest chunk of this cake because Quadient doesn't provide quality or capacity. They are the ones just having metal boxes"
X Link 2025-11-11T11:18Z [----] followers, [---] engagements
"To add to it I should mention what I already stated here before. Each of these: Royal Mail Evri DPD and UPS lists Quadient lockers on their websites and counts them to the total of their own lockers. Which clouds the true image of they backwardness compared to Inpost"
X Link 2025-11-11T11:20Z [----] followers, [---] engagements
"Also Quadient lockers are small but even though they are being shared between four courier services - they still lack utilisation That's why Quadient partnered with luggage storage apps to use their lockers for luggage storage 🤦♂"
X Link 2025-11-11T11:23Z [----] followers, [---] engagements
"Quadient model will never be as profitable as Inpost model. Quadient has to deal with price pressure from four courier services and lacks its own logistics so cannot promise any quality. Agnostic to couriers. Inpost is agnostic to merchants but controls quality and price"
X Link 2025-11-11T11:24Z [----] followers, [---] engagements
"Nevertheless the information revealed by Quadient explains massive utilisation of Inpost lockers in the UK and accelerated deployment (both compared to the same stage of growth in Poland - form 7k to 12k of lockers). UK is a goldmine for Inpost. Under appreciated by many"
X Link 2025-11-11T11:27Z [----] followers, [---] engagements
"At InPost we understand that loyalty isn't built solely on good service but on experiences that truly add value. That's why we strive to make every interaction with our users quick easy and positive"
X Link 2025-11-11T11:46Z [----] followers, [---] engagements
"we pay special attention to the delivery and pickup experience one of the most important moments for our customers. We want dropping off or picking up an order at a locker to always be convenient fast and pleasant because we know that's where our service promise comes to life"
X Link 2025-11-11T11:46Z [----] followers, [---] engagements
"We are also committed to active listening and continuous improvement analyzing user feedback and behavior to optimize processes expand our network and offer solutions that truly meet their needs. Ultimately we want every experience with InPost to leave a positive impression:"
X Link 2025-11-11T11:46Z [----] followers, [---] engagements
"simple convenient and designed to make life easier for those who trust us. InPost operates in [--] European countries and to address the diverse realities of each market we have tailored our services in a very specific way. One of our key strengths is our cross-border network"
X Link 2025-11-11T11:46Z [----] followers, [---] engagements
"which allows individuals and e-commerce businesses to send packages between different European countries delivering to lockers collection points and homes. Thanks to this consumers can receive their purchases in convenient and accessible locations"
X Link 2025-11-11T11:47Z [----] followers, [---] engagements
"Ultimately our strategy is to offer the same simple fast and convenient experience in all countries always adapting the way we deliver inform and support the user according to what they value most in each territory"
X Link 2025-11-11T11:48Z [----] followers, [---] engagements
"InPost adapts its marketing strategies to the specific characteristics of each European market. This includes: [--]. Localized communication [--]. Specific promotions and experiences [--]. Collaborations with local partners [--]. Use of relevant channels"
X Link 2025-11-11T11:51Z [----] followers, [---] engagements
"5. Local Data Analysis: Thanks to data analytics InPost monitors the quality and efficiency of its service in each market and adjusts its strategies in real time to maximize the effectiveness of its campaigns"
X Link 2025-11-11T11:52Z [----] followers, [---] engagements
"These actions allow InPost to maintain a marketing strategy that is consistent with the brand yet flexible and adapted to the needs and preferences of consumers in each European country"
X Link 2025-11-11T11:53Z [----] followers, [---] engagements
"Platforms like Wallapop & Vinted consolidate our growth strategy expand reach diversify offering and strengthen our position in the secondhand market. Ultimately these are key to improving the UX and strengthening our position as leaders in out-of-home deliveries in Europe"
X Link 2025-11-11T11:56Z [----] followers, [---] engagements
"One of InPost's most significant milestones in [----] has been the substantial expansion of our Locker and Punto Pack network in the Iberian Peninsula. By the end of the first quarter we had reached [----] lockers installed in Spain and Portugal and we're already approaching 4000"
X Link 2025-11-11T11:58Z [----] followers, [---] engagements
"From a marketing perspective the Locker [----] milestone gave us the opportunity to run a campaign that directly engaged our users. We asked them to share their stories and anecdotes about using a locker and we wrapped three lockers with several of the stories they shared"
X Link 2025-11-11T11:59Z [----] followers, [---] engagements
"In this way we were able to make our own users the stars of the campaign strengthening their emotional connection with the brand and tangibly demonstrating how InPost is part of their daily lives. ----- There you have it. I love this woman"
X Link 2025-11-11T12:00Z [----] followers, [---] engagements
"These were bits and pieces from a freshly dropped interview with Adriana Collado director of marketing in Spanish branch of #InPost. If you want to read more of it here's the link: https://www.marketingnews.es/marcas/noticia/1190361054305/inpost-la-fidelizacion-no-se-construye-solo-con-un-buen-servicio-sino-con-experiencias-que-realmente-aporten-valor.1.html https://www.marketingnews.es/marcas/noticia/1190361054305/inpost-la-fidelizacion-no-se-construye-solo-con-un-buen-servicio-sino-con-experiencias-que-realmente-aporten-valor.1.html"
X Link 2025-11-11T12:02Z [----] followers, [---] engagements
"I think I have an idea of who could be the potential big reputable partner for #InPost to unlock more countries. Something @RBrzoska mentioned during Q3 call. It also aligns with hints about deliveries to USA. . I think it will be Meest Group. Ticks all the boxes"
X Link 2025-11-11T13:01Z [----] followers, [----] engagements
"Of course I could be completely wrong. But there's also this. https://www.facebook.com/reel/808904088608210/mibextid=ZZyLBr https://www.facebook.com/reel/808904088608210/mibextid=ZZyLBr"
X Link 2025-11-11T13:04Z [----] followers, [---] engagements
"You already know this right Jewellery retailer Pandora teamed with #InPost UK on parcel locker delivery. https://retailtechinnovationhub.com/home/2025/11/9/jewellery-retailer-pandora-teams-with-inpost-uk-on-parcel-locker-delivery-option-for-online-shoppers https://retailtechinnovationhub.com/home/2025/11/9/jewellery-retailer-pandora-teams-with-inpost-uk-on-parcel-locker-delivery-option-for-online-shoppers"
X Link 2025-11-11T13:19Z [----] followers, [---] engagements
"Haypp (The company I missed at [--] SEK on Stockholm Stock Exchange) They sell nicotine pouches and they just introduced locker delivery to #InPost UK $INPST"
X Link 2025-11-12T09:10Z [----] followers, [----] engagements
"Looks like eBay will try to reintroduce #InPost in the UK to its simple delivery solution. InPost is definitely listed there but so far there's no option to enable it. I'm so waiting for this. Right now there's only Royal Mail Evri and DHL"
X Link 2025-11-12T11:59Z [----] followers, [----] engagements
"Sometimes this is how I learn new things about #InPost $INPST I read about portfolio of rental units in North Dublin and find out location of Inpost (Menzies) hub. Inpost already operates in Republic of Ireland as I said many times. Lockers will follow soon"
X Link 2025-11-12T17:26Z [----] followers, [----] engagements
"@jenslin_ Inpost volumes are growing in Poland. Revenue outside of Poland is 54% already. What do you think"
X Link 2025-11-13T08:29Z [----] followers, [---] engagements
"More results. I think Burberry's are out already. Haven't read them yet but the market seems to be reacting positively. Funnily enough one of my purchases of Burberry was at the price from over two decades ago. Incredible when the market becomes time machine"
X Link 2025-11-13T08:42Z [----] followers, [---] engagements
"With #Alibaba $BABA occupying second position after $INPST in my portfolio (13% weight) obviously I'm waiting for its results with the biggest curiosity. I'm focused on its cloud division performance"
X Link 2025-11-13T08:51Z [----] followers, [---] engagements
"@jenslin_ That's impossible. 8k Allegro APMs can't match 8k Inpost APMs. Not by the size (number of compartments) nor by the utilisation. Inpost has 70% of all APMs compartments in Poland. Whole competition has 30%. Allegro cannot do peak without Inpost as it stands"
X Link 2025-11-13T09:20Z [----] followers, [---] engagements
"@jenslin_ [----] is basically a year from now you know Inpost keeps deploying APMs in Poland. Allegro's part of Inpost revenue keeps shrinking. It's only mathematics. How many APMs a company can deploy when they are not profitable and are underutilised"
X Link 2025-11-13T09:27Z [----] followers, [---] engagements
"@jenslin_ Now listen all this information is out there freely available to everyone. Do you expect my restating it over and over to change your mind Or do you think I know the future I'm betting on a dominant player in APM market who knows what it's doing. You don't have to"
X Link 2025-11-13T09:32Z [----] followers, [---] engagements
"Guys I'm not here to convince you that this or that investment makes sense. It does to me. It doesn't have to to you. I've got over [--] companies in my portfolio though [--] make 70% of it. I will certainly be wrong on some of them. You won't be able to replicate my conviction"
X Link 2025-11-13T09:41Z [----] followers, [---] engagements
"You need you research yourself and find your own conviction. There's no other way. If you don't know what you own how will you hold it through ups and downs for five ten twenty years I share the most info on #InPost but you make decisions with your money"
X Link 2025-11-13T09:41Z [----] followers, [---] engagements
"Right #InPost UK is accelerating during this peak. I'm so satisfied with their focus on chasing quality over volume. Parcel dropped off into APM on Tuesday is today (Thursday) approaching recipient's APM. This is very good"
X Link 2025-11-13T09:52Z [----] followers, [----] engagements
"The fact that I'm selling crap from my house on Vinted to gauge #InPost UK volumes (by comparing tracking numbers) and quality (as below) tells you everything about how big my investment in this company is 😂😂 $INPST Right #InPost UK is accelerating during this peak. I'm so satisfied with their focus on chasing quality over volume. Parcel dropped off into APM on Tuesday is today (Thursday) approaching recipient's APM. This is very good https://t.co/3wfWIH3b9U Right #InPost UK is accelerating during this peak. I'm so satisfied with their focus on chasing quality over volume. Parcel dropped"
X Link 2025-11-13T09:56Z [----] followers, [---] engagements
""Utilisation in the UK is at 80% which is higher than in Poland at the peak" Yup. Can confirm. Right #InPost UK is accelerating during this peak. I'm so satisfied with their focus on chasing quality over volume. Parcel dropped off into APM on Tuesday is today (Thursday) approaching recipient's APM. This is very good https://t.co/3wfWIH3b9U Right #InPost UK is accelerating during this peak. I'm so satisfied with their focus on chasing quality over volume. Parcel dropped off into APM on Tuesday is today (Thursday) approaching recipient's APM. This is very good https://t.co/3wfWIH3b9U"
X Link 2025-11-13T14:32Z [----] followers, [----] engagements
"The courier placed my parcel in the locker at the second try. Locker compartments are now also available. #InPost is doing more than one visit to APMs daily in the UK. Hot peak $INPST People collected parcels and so the courier is trying one more time today. This is fantastic Look at the recipient's locker. https://t.co/YUhWU9ImSF People collected parcels and so the courier is trying one more time today. This is fantastic Look at the recipient's locker. https://t.co/YUhWU9ImSF"
X Link 2025-11-13T18:29Z [----] followers, [----] engagements
"I'm waiting for Advent to announce going below 5% stake in #InPost $INPST Only big price pressure can move stock so hard without any news"
X Link 2025-11-13T19:05Z [----] followers, [----] engagements
"Big brother is constantly watching. I liked the tweet below and. PS. I was searching for Inpost news. To niesamowite e wzdychacie nad Steam Machine a nikt nie pochyli si nad urokiem drukarki bonowej Sunso WTP802 bdcej evergreenem polskiej gastronomii. https://t.co/XwNR73Uxwa To niesamowite e wzdychacie nad Steam Machine a nikt nie pochyli si nad urokiem drukarki bonowej Sunso WTP802 bdcej evergreenem polskiej gastronomii. https://t.co/XwNR73Uxwa"
X Link 2025-11-13T20:22Z [----] followers, [---] engagements
"@heizzgpw I wouldn't call it heavily shorted. It's just shorted a bit. Heavily shorted stocks I have in my portfolio are really seriously shorted. For example Children's Place. Short float recently went town from 40% to 28% 10.5% of all its shares are being shorted"
X Link 2025-11-13T20:25Z [----] followers, [---] engagements
"@heizzgpw Have a link According to Amsterdam Stock Exchange only about 2% of shares are shorted. Someone has wrong data"
X Link 2025-11-13T20:40Z [----] followers, [---] engagements
"@heizzgpw And I do have a link https://finaristo.com/short-selling/shorted-companies/inpost-sa https://finaristo.com/short-selling/shorted-companies/inpost-sa"
X Link 2025-11-13T20:43Z [----] followers, [---] engagements
"@heizzgpw @GPW_Trader2022 Do you guys understand the difference between short selling shares and borrowing them All shorted shares are loaned. Not all loaned shares are shorted. Borrowers borrow shares for many reasons: market making hedging liquidity settlements arbitrage"
X Link 2025-11-13T22:27Z [----] followers, [---] engagements
"Help to vulnerable women in refuges in the UK. Help organised by rail operators. And delivered via InPost Lockers. #InPost $INPST https://media.raildeliverygroup.com/news/new-trial-to-get-essential-items-to-vulnerable-women-in-refuges-across-the-country-launched https://media.raildeliverygroup.com/news/new-trial-to-get-essential-items-to-vulnerable-women-in-refuges-across-the-country-launched"
X Link 2025-11-13T23:22Z [----] followers, [---] engagements
"Interview with Waldemar Brzoska from InPost. How difficult it was to get APMs deployed at the airports. $INPST #InPost https://retailnet.pl/2025/11/12/wywiad-waldemar-brzoska-inpost-rozwijamy-sie-tam-gdzie-czeka-klient/ https://retailnet.pl/2025/11/12/wywiad-waldemar-brzoska-inpost-rozwijamy-sie-tam-gdzie-czeka-klient/"
X Link 2025-11-13T23:24Z [----] followers, [---] engagements
"InPost will expand [--] logistics centers in Zakrzw and Mnikw (Lesser Poland) using support from the Polish Investment Zone. It's worth over PLN 100M. The tax exemption will allow the company to save nearly PLN [--] million on these two investments. $INPST https://biznes.pap.pl/wiadomosci/firmy/inpost-rozbuduje-dwa-centra-logistyczne-w-woj-malopolskim https://biznes.pap.pl/wiadomosci/firmy/inpost-rozbuduje-dwa-centra-logistyczne-w-woj-malopolskim"
X Link 2025-11-13T23:32Z [----] followers, [---] engagements
"There seems to be a little hype for businesses in the UK to brag that they now have #InPost lockers. I like it $INPST"
X Link 2025-11-13T23:52Z [----] followers, [----] engagements
"#InPost was once overcoming letter sending restrictions in place to protect state postal operator by putting metal plates in envelopes to make letters heavier. https://t.co/bzoMrksb4A https://t.co/bzoMrksb4A"
X Link 2025-11-14T05:49Z [----] followers, [---] engagements
"I'm trying to figure out what happened with smaller courier companies in Poland during my living in the UK. I remember using Sidemka and K-EX before [----]. Neither exists now. Sidemka merged with DPD. K-EX has been acquired by Geis Group. All during #InPost rise to the top"
X Link 2025-11-14T06:14Z [----] followers, [---] engagements
"Something about the trail of bodies being indirect proof of a company's moat. I'm looking for bodies one might say. I remember the time before [----]. I used Sidemka and K-EX and InPost. InPost had a handful of lockers in biggest Polish cities"
X Link 2025-11-14T06:18Z [----] followers, [---] engagements
"Fast forward roughly ten years. Sidemka 🪦 K-EX 🪦 And InPost has more parcel lockers in Europe than in Poland. AND it's now consolidating European markets Can you fast forward another ten years"
X Link 2025-11-14T06:20Z [----] followers, [---] engagements
"Opek 🪦 (merged into FedEx) Spedimex 🪦(bought by ID logistics) Sidemka 🪦(with other smaller players swallowed by DPD) K-EX 🪦(Geis) Orlen Paczka 🪦(to Poczta Polska) Mondial Relay Yodel Menzies Sending 🪦(to InPost) Is it InPost's trail of bodies"
X Link 2025-11-14T06:28Z [----] followers, [---] engagements
"Hang on So I'll be able to drop parcel as usual to my next door #InPost locker and it will go to the USA Sick news from #Vinted 🔥 I think I have an idea of who could be the potential big reputable partner for #InPost to unlock more countries. Something @RBrzoska mentioned during Q3 call. It also aligns with hints about deliveries to USA. . I think it will be Meest Group. Ticks all the boxes. I think I have an idea of who could be the potential big reputable partner for #InPost to unlock more countries. Something @RBrzoska mentioned during Q3 call. It also aligns with hints about deliveries"
X Link 2025-11-14T17:30Z [----] followers, [----] engagements
"@SteadyCompound Yeah this is shite. Makes me want to sell Lululemon shares. That's not the brand I bought"
X Link 2025-11-15T07:11Z [----] followers, [---] engagements
"InPost Days return in Italy Nov 14-30. key partners of the first edition Decathlon Subito Dr. Max Zooplus MediaWorld Carrera Jeans and many others have also joined the program offering discounts and offers on shipping costs. #InPost $INPST https://mediakey.it/news/tornano-gli-inpost-days-una-nuova-pioggia-di-sconti-in-arrivo-su-tutta-litalia/ https://mediakey.it/news/tornano-gli-inpost-days-una-nuova-pioggia-di-sconti-in-arrivo-su-tutta-litalia/"
X Link 2025-11-15T15:22Z [----] followers, [---] engagements
""our ambition was to transform logistics into a key element of the InPost shopping experience. last May [--] e-commerce partners joined recording a 190% increase in labels generated during the two-week promotion" commented Viviana Coppo Head of Marketing at InPost Italia"
X Link 2025-11-15T15:22Z [----] followers, [--] engagements
""Our goal is to create shared value for the many brands that have chosen to participate and above all for the consumers who rely on the InPost service every day to receive and collect online purchases.""
X Link 2025-11-15T15:23Z [----] followers, [--] engagements
"The 2nd edition of InPost Days also introduces a contest dedicated to consumers offering a [----] voucher for a holiday. Simply purchase from e-commerce sites participating in InPost Days and register your shipments on the dedicated landing page: http://www.concorso-inpost.it http://www.concorso-inpost.it"
X Link 2025-11-15T15:23Z [----] followers, [---] engagements
"InPost has also developed dedicated initiatives for its partners. They can benefit from tailored marketing plans that include social media posts with prominent influencers such as Ludovica Valli Lorenzo Balducci and Giada Parisi as well as more than [--] micro-influencers"
X Link 2025-11-15T15:23Z [----] followers, [---] engagements
"When visiting the contest website I found a nice graphic and a list of participating #InPost partners in Italy. Interesting They really do come up with different ideas on different markets. But if InPost Days are a success we might expect them to show up elsewhere"
X Link 2025-11-15T15:31Z [----] followers, [---] engagements
"Been using Zopas biscuit account for a while easy to use solid interest rate and you can set up pots for different goals. 🍪💰 Got a referral that gives us both [--] if you open one DM me for the link PS. 7.1% saving pot and 4.22% ISA"
X Link 2025-11-15T17:07Z [----] followers, [---] engagements
"Is it going to be an #Amazon locker or #InPost extension"
X Link 2025-11-17T03:40Z [----] followers, [---] engagements
"Remember. Some things cannot be seen from skyscrapers' windows of Wall Street. Comparing number of APMs of different providers will give you a false image. First two pictures I took tonight of #Amazon and #InPost APMs in one location in Manchester. InPost has 3x compartments"
X Link 2025-11-17T06:10Z [----] followers, [----] engagements
"This one I posted here maybe two months ago. Again InPost has twice as many compartments as Amazon. And it's Amazon that's trying to catch up. Their locker looks sad"
X Link 2025-11-17T06:15Z [----] followers, [---] engagements
"And I've been saying this for a while now. If you've seen some #InPost walls of APMs shops turned into massive APMs you'd get the difference. https://x.com/jakubhajost/status/1906773604957618428t=Yj1OoqNetwWeKe5kAPgSWw&s=19 Automat paczkowy DPD vs paczkomat #InPost [-----] automatw Allegro i DPD to bardzo baaardzo daleko od [-----] paczkomatw Inpostu. https://t.co/ZKyfe9AfQf https://x.com/jakubhajost/status/1906773604957618428t=Yj1OoqNetwWeKe5kAPgSWw&s=19 Automat paczkowy DPD vs paczkomat #InPost [-----] automatw Allegro i DPD to bardzo baaardzo daleko od [-----] paczkomatw Inpostu."
X Link 2025-11-17T06:16Z [----] followers, [---] engagements
"These are unlike anything you've seen before in the UK possibly anywhere in Western Europe"
X Link 2025-11-17T06:21Z [----] followers, [---] engagements
"You think you've seen it all Look at DPD look at Cainiao. Look at Inpost again. Then look at that Orlen Paczka next to that Inpost locker. On paper these are one locker each. Come on"
X Link 2025-11-17T06:30Z [----] followers, [---] engagements
"Allegro Delivery has as many collection points as Inpost now right Cool. Ever seen places like this That's four collection points in one spot. A lot of redundant points there. Can you see it from Wall Street No. Usually there's also Inpost nearby with the most traffic"
X Link 2025-11-17T06:44Z [----] followers, [---] engagements
"How many of Allegro Delivery collection points are doubled tripled or quadrupled because next to them there's also abka A lot. How many approach Inpost utilisation levels None"
X Link 2025-11-17T06:45Z [----] followers, [---] engagements
"I mean I'm not joking. Allegro sums up all these doubled and tripled collection points but in reality they are just massively rendundant"
X Link 2025-11-17T06:52Z [----] followers, [---] engagements
"CEO @RBrzoska about #InPost UK APMs at British @PostOffice. But if you followed me you could have read about it two months ago - $INPST https://x.com/jakubhajost/status/1970114780384911719t=yZwCROf_gk4TQbXlyKXf3A&s=19 InPost UK nawizuje wspprac z @PostOffice brytyjskim przedsibiorstwem pastwowym posiadajcym placwki pocztowe w caym UK. Pierwsze Paczkomaty ju dziaaj w miastach Stanley i Lanesfield kilkaset kolejnych wkrtce w caym UK. Szkoda e najwikszy podmiot logistyczny w https://t.co/PHGGJD0abH https://x.com/jakubhajost/status/1970114780384911719t=yZwCROf_gk4TQbXlyKXf3A&s=19 InPost UK"
X Link 2025-11-17T12:51Z [----] followers, [----] engagements
"Count the compartments if you will see the difference. Four Allegro Delivery collection points (wow [--] lockers more than [--] Inpost locker right) Orlen [--] compartments DHL [--] One Box [--] DPD [--] Total [---] Compare to one Inpost locker with [---] compartments and one with [---] (🤯)"
X Link 2025-11-17T13:46Z [----] followers, [---] engagements
"You can estimate as well. One Inpost module has roughly [--] compartments. So this one has approximately [---] compartments. And next one about 320"
X Link 2025-11-17T13:52Z [----] followers, [---] engagements
"InPost will benefit from tax relief under the Polish Investment Zone and invest PLN [----] million in Biaystok. $INPST #InPost https://www.wnp.pl/rynki/podlaskie-inpost-zainwestuje-41-5-mln-zl-w-polskiej-strefie-inwestycji1004758.html https://www.wnp.pl/rynki/podlaskie-inpost-zainwestuje-41-5-mln-zl-w-polskiej-strefie-inwestycji1004758.html"
X Link 2025-11-17T20:31Z [----] followers, [----] engagements
"#InPost in Poland pushes loyalty program with better and better rewards. Also these are promoted. Not sure but it's likely they've been paid by advertisers. $INPST"
X Link 2025-11-17T21:21Z [----] followers, [----] engagements
"People tend to easily forget that InPost in Poland already has a foothold in e-commerce. InPost Fresh. It's a website. It's an app. You can buy food pet supplies cleaning products cosmetics alcohol and children products with usually two day delivery. #InPost $INPST"
X Link 2025-11-17T22:03Z [----] followers, [----] engagements
"They also have their own shop where they sell branded products. Chiefly clothes toys some bags and cardboard furniture"
X Link 2025-11-17T22:20Z [----] followers, [---] engagements
"But also my favourite. Ta-dam Paczko Mata A word play turning mixing door mat with copyrighted Polish name of Inpost lockers: Paczkomat"
X Link 2025-11-17T22:20Z [----] followers, [---] engagements
"And they also opened another online shop InPost InStore with packing accessories envelopes plastic envelopes and boxes perfect for compartment sizes A B and C. Which includes wonderfull witty and funny InPost branding but also cool personalisation engine"
X Link 2025-11-17T22:33Z [----] followers, [---] engagements
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