Poland's stock market has emerged as one of the best-performing markets year-to-date in 2025, with gains approaching 50% in US dollar terms. This contrasts sharply with the US stock market, which has seen a modest increase of just 2.6% this year. The Financial Times highlighted the rally in Polish stocks, attributing it in part to investors seeking safe havens amid ongoing trade tensions. Market observers and investors note that Poland offers attractive opportunities, particularly in the microcap segment, where undervalued companies with high return on invested capital (ROIC) potential can be found. Specific microcap stocks such as $sek.wa, $lsi.wa, and $8xy.f have been identified as promising investment ideas by market analysts who recently visited Poland.
Just back from Poland—an under appreciated market full of opportunities for microcap investors willing to dig. I highlight three interesting ideas in my latest Substack post. $sek.wa $lsi.wa & … (see bio) https://t.co/78x5Pl2RFM
Just back from Poland—an under-the-radar market full of opportunities for microcap investors willing to dig deep. I highlight three interesting ideas in my latest Substack post. $sek.wa $lsi.wa & … (see bio)
I just returned from Poland 🇵🇱 Many opportunities exist in my view for microcap investors to find undervalued companies with potential high ROIC. $sek.wa $lsi.wa $8xy.f https://t.co/n4n4pEasKN