Inwestor zagraniczny patrzy na dłuższy horyzont - Kamil Sochanek #NZD 297

Sometimes, on the stock exchange, we encounter companies so large and with such complex business models that we wonder if, as retail investors, we can even understand and analyze them. Budimex is a good example: consistency, fundamentals, dividends, and a leadership position, at a time when the Polish market is catching up historically, and foreign investors are viewing our economy with increasing optimism. The only thing left to do is truly understand what determines a company's success and where the real risks lie. Where are the construction industry and the Polish stock exchange heading in the face of the bull market? Kamil Sochanek, Head of Investor Relations and Strategy at Budimex, a long-time market enthusiast and individual investor, answers these and other questions. What else did I ask Kamil about? How does he manage to combine his commitment to the company with being an active investor? Is construction still the best barometer for the entire Polish economy? How does a long-term strategy for a listed giant come from the inside? Why doesn't a major, won contract always mean profit for a construction company? How does the investment perspective of foreign funds differ from that of domestic investors? How to wisely deal with stock market FOMO, and what does investing have to do with set pieces in football? What are the current biggest risks facing the construction industry (demographics, delays, the issue of Ukraine and foreign expansion)? Why does the construction sector (for now) seem highly resistant to the AI ​​revolution? What does the Polish stock exchange have in common with Greece and the South Korean market? Where can you find information about the company and today's guest? ► https://inwestor.budimex.pl/ ► https://x.com/ksochanek ► LinkedIn: kamil-sochanek Book Mentioned: "Fear incarnate" by Dr. Bessel van der Kolk Facebook ► Facebook: doradcatv Twitter ► Twitter: TomaszJaroszek Listen ► https://ffm.bio/doradcatv Contact (Questions/cooperation proposals) ► [email protected] The content of entries and analyses published on this blog solely reflects the personal views of the Author and does not constitute a recommendation within the meaning of the Regulation of the Minister of Finance of October 19, 2005 (Journal of Laws of 2005, No. 206, item 1715). The author of the blog does not bear any responsibility for any investment decisions made on their basis.