Przemek Staniszewski: Nie znam wartości mojego portfela. IMMOstudio odc. 2

Przemek Staniszewski, aka Fundamental Analyst, has been an investor on the Warsaw Stock Exchange for over 30 years. In this IMMOstudio interview, he discussed his beginnings, his approach to markets, his work as a professional investor, and why "the only thing that matters is ROIC." The question that arose during the interview included where our guest publishes his so-called sure bets. Moderator: Remigiusz Jaskot. 👦👨🙂 Stay up to date 👨👩👱 🔔Subscribe to the GKI channel: https://www.youtube.com/@GK_IMMOBILE?... 💌 Our website: https://immobile.com.pl/ 👉Facebook:   / gkimmobile   👱 Instagram:   / gk_immobile   🐦Twitter:   / gk_immobile   👂 Spotify: https://open.spotify.com/show/7tEOjtF... 🙂Exclusive offers: https://odbierzniespodzianke.pl/ Who are we? The Immobile Capital Group is the only conglomerate listed on the Warsaw Stock Exchange. The Group operates in five segments: industry (the WSE-listed industrial group PJP Makrum – handling systems, parking platforms, warehouse equipment, crushing and grinding machines, aluminum joinery and facades), construction (Projprzem Budownictwo, part of PJP Makrum), automation and power engineering (the WSE-listed Atrem), hospitality (the nationwide Focus Hotels chain), and development (CDI KB, which is building three housing estates in Bydgoszcz). TABLE OF CONTENTS: 0:00 Introduction 0:53 Investing on the WSE 24:15 ROIC and adjusted EBITDA 33:20 Investment Approach 40:31 ImmoDogrywka