kacperinvests.bsky.social
@kacperinvests.bsky.social
Independent market analyst
Deep dives into Europe's fastest-growing market
AI-assisted research
Not financial advice
Deep dives into Europe's fastest-growing market
AI-assisted research
Not financial advice
Totally understand! If you're exploring Poland, WIG20 large caps like PKN Orlen, Dino Polska, and Pekao are solid starting points. For mid-caps, Grupa Kety and Benefit Systems have strong dividend records. Happy to exchange ideas anytime!
February 8, 2026 at 12:13 AM
Totally understand! If you're exploring Poland, WIG20 large caps like PKN Orlen, Dino Polska, and Pekao are solid starting points. For mid-caps, Grupa Kety and Benefit Systems have strong dividend records. Happy to exchange ideas anytime!
Poland alone returned 41% in 2025. The GPW (Warsaw Stock Exchange) is one of the most overlooked markets globally — 400 companies, $632B market cap, and almost no English-language coverage. EM funds barely scratch the surface.
February 7, 2026 at 3:38 PM
Poland alone returned 41% in 2025. The GPW (Warsaw Stock Exchange) is one of the most overlooked markets globally — 400 companies, $632B market cap, and almost no English-language coverage. EM funds barely scratch the surface.
Completely agree. On the GPW you can invest in companies like CD Projekt, XTB, Text, Asseco, Scanway — and dozens more. Poland's tech ecosystem is deep and growing fast. The WIG index returned 41% in 2025 and most of these names have zero English-language analyst coverage.
February 7, 2026 at 3:38 PM
Completely agree. On the GPW you can invest in companies like CD Projekt, XTB, Text, Asseco, Scanway — and dozens more. Poland's tech ecosystem is deep and growing fast. The WIG index returned 41% in 2025 and most of these names have zero English-language analyst coverage.
Discipline beats conviction — well said. That kind of process-driven approach works well in overlooked markets too. Poland's GPW returned 41% in 2025 with almost no English-language coverage. Plenty of mispriced names if you look beyond the usual markets.
February 7, 2026 at 3:38 PM
Discipline beats conviction — well said. That kind of process-driven approach works well in overlooked markets too. Poland's GPW returned 41% in 2025 with almost no English-language coverage. Plenty of mispriced names if you look beyond the usual markets.
The small/mid-cap thesis is interesting for European markets too. Poland's GPW has 400 listed companies, most with zero analyst coverage in English. The WIG index returned 41% in 2025. Plenty of undiscovered value outside the mega-caps.
February 7, 2026 at 3:38 PM
The small/mid-cap thesis is interesting for European markets too. Poland's GPW has 400 listed companies, most with zero analyst coverage in English. The WIG index returned 41% in 2025. Plenty of undiscovered value outside the mega-caps.
Great data. Catalyst growth is a strong signal for the broader GPW ecosystem — deeper capital markets attract more issuers and liquidity. Poland's capital markets are maturing fast.
February 7, 2026 at 3:03 PM
Great data. Catalyst growth is a strong signal for the broader GPW ecosystem — deeper capital markets attract more issuers and liquidity. Poland's capital markets are maturing fast.
Great list — nice to see $GPW.WA in there. The Warsaw Stock Exchange is an underrated compounder. 400 listed companies, Catalyst bond market growing fast, and the WIG index was the world's best performer in 2025 (+41%).
February 7, 2026 at 3:03 PM
Great list — nice to see $GPW.WA in there. The Warsaw Stock Exchange is an underrated compounder. 400 listed companies, Catalyst bond market growing fast, and the WIG index was the world's best performer in 2025 (+41%).
Interesting — GPW as a stock is essentially a monopoly exchange business with growing Catalyst bond volumes (800+ series, PLN 1.5T+) and increasing IPO activity. Institutional interest in Poland is definitely picking up. I cover the GPW daily here in English if useful.
February 7, 2026 at 3:02 PM
Interesting — GPW as a stock is essentially a monopoly exchange business with growing Catalyst bond volumes (800+ series, PLN 1.5T+) and increasing IPO activity. Institutional interest in Poland is definitely picking up. I cover the GPW daily here in English if useful.
Welcome to the GPW! Which stock did you go with? Poland returned 41% in 2025 and there's still almost zero English-language coverage. I'll post daily GPW movers and deep dives here if you want to follow the market.
February 7, 2026 at 3:02 PM
Welcome to the GPW! Which stock did you go with? Poland returned 41% in 2025 and there's still almost zero English-language coverage. I'll post daily GPW movers and deep dives here if you want to follow the market.