This Grocery Store HoldCo Opened 32 New Stores in 90 Days | Research Episode on Tomasz Biernacki of Dino Polska
This gentleman and his grocery store holdco opened 32 new stores in 90 days.
Tomasz Biernacki - a true capital allocator has cracked the code on how to compound his wealth (at a staggering rate!)
His grocery holding company has invested 96% of its earnings for the past 10 years.
He opened 167 new stores in Q1-Q3 in 2024.
Every store he opens returns 20-30% on invested capital…
All while net debt to EBITDA sitting at a conservative 1.1x
Wild!
There must be something special about Tomasz.
I got curious so I spent almost 6 hours reading about him (best 6 hours I've spent in a long time).
I hope…
The skinny
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