🇵🇱 Searching for compounders in Poland (Part 12)

This week we're searching Poland for high quality companies.

Poland has one of the largest and most dynamic economies in Central and Eastern Europe. It's seeing steady growth, and is backed by a diversified industrial sector that. Its main sectors include manufacturing (especially automotive and machinery), mining, agriculture and services. Key exports are machinery and transport equipment, electronics, furniture and food products. Poland’s main trading partners are Germany (its largest), followed by Czechia, France, Italy, and the United Kingdom, with a growing trade relationship with China.

Like previous weeks, we will take a look at suggestions from my followers on Twitter, take a look at the Polish companies in the MSCI World Quality index, and then filter the Warsaw listed companies looking for high share price linearity and high quality growth metrics. Using all these approaches we will then identify the companies that come up multiple times before digging deeper into their business model and selecting the best.