I found DP Eurasia from this article. Owned it from 2020 to the buyout. They had a really interesting coffee chain that was just starting to take off. The investment went well but there were a lot of headwinds with Russia chain going to zero and inflation in Turkey.
Hey Kevin. You are more than welcome to take a look at Betacom SA on my blog here:
https://activebalance.substack.com/p/growing-cheap-and-neglected
Thanks for sharing. Will do!
Awesome article Kevin. What are your thoughts on the wider Polish stock market? Some very solid individual stocks there no doubt
Indeed, it seems a good pond to fish in. Some unknown and exotic. And more importantly, few fishermen around...
I found DP Eurasia from this article. Owned it from 2020 to the buyout. They had a really interesting coffee chain that was just starting to take off. The investment went well but there were a lot of headwinds with Russia chain going to zero and inflation in Turkey.
https://valueinvestorsclub.com/idea/DP_Eurasia_N.V./8058321055
Just sent you a text