All due respect, 10-11K store in 10 years is impossible for Dino. This is from analysing Dino's unit economic extensively in my recent deep dive into the company and market structure. Dino is also the third most expensive. Not the cheapest. Would love to know how you get to that expansion number and price conclusion.
If store count continues to grow at current rate, which I deem to be entirely feasible especially if international expansion is on the cards, then this is the number.
Dino Polska was in my radar for so long. Great insight on such a great little known, high quality growth company.
Thanks man. Appreciated
All due respect, 10-11K store in 10 years is impossible for Dino. This is from analysing Dino's unit economic extensively in my recent deep dive into the company and market structure. Dino is also the third most expensive. Not the cheapest. Would love to know how you get to that expansion number and price conclusion.
3rd most expensive in comparison to?
Research it. And how did you come up with the 10000 number?
If store count continues to grow at current rate, which I deem to be entirely feasible especially if international expansion is on the cards, then this is the number.
Thanks, Oliver. Interesting companies. Although I'm in Europe, I had no idea there're such nice compounders.
Great company! Cheers Denis!
Nice article Oliver. I already bought Dino short ago, but Duratec wasn't on my radar, so thanks for that!