📅 06.01.2026 · 3 typy na 3 miesiące · 👁️ 18
"This year, the coming year will also be a year of hard assets. Despite the fact that I'm betting on Creotech here, I'd like to have something tangible. Tangible assets, right? So, real estate development, industrial construction, and logistics are definitely in." "To będzie rok w ogóle przyszły rok będzie takim rokiem też twardych aktywów. Pomimo tego, że data creotecha tutaj stawiam, to chciałbym mieć coś takiego właśnie namacalnego. Tangible assets, tak? Czyli tutaj deweloperka jak najbardziej, budowlanka też przemysłowa, logistyczna."
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Login…się nakręca, ten silny konsument to właśnie nie tyle ja myślę, że on będzie wydawał na jakieś tam zakupy w Żabce czy, bo to też prawda w LPP, ale moim zdaniem skusi się na mieszkania. Tak, ci co się wstrzymywali z zakupami to ruszą na rynek deweloperski bardziej. To będzie oznaka tego silnego konsumenta. Bardziej twarde aktywo, tak mi się wydaje. To będzie rok w ogóle przyszły rok będzie takim rokiem też twardych aktywów. Pomimo tego, że data creotecha tutaj stawiam, to chciałbym mieć coś takiego właśnie namacalnego. Tangible assets, tak? Czyli tutaj deweloperka jak najbardziej, budowlanka też przemysłowa, logistyczna. To się wpisuje właśnie w ten trend też przenoszenia produkcji, bo oprócz deweloperki właśnie Deckpal ma tą część budowlanki logistycznej, nazwijmy to magazyny duże, jakieś centra logistyczne buduje. Dobra, to to by było na tyle, czyli po raz pierwszy, nie wiem czy w historii, ale no od bardzo długiego czasu po prostu na kolejną serię wszystkie trz…
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Albert Rokicki
11.03.2026
"This great generational bull market will last somewhere until the mid-2040s, meaning we still have about 20 years of very strong growth in the Polish market. We will catch up to Western countries, we will catch up to France, Germany, Great Britain, and later also the United States in the development of the capital market in particular. "
Albert Rokicki
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"The stock market sooner or later discounts, as they say, or anticipates an improvement in economic conditions or better profits that will appear not even next year, but for example in 2028, since we are recording this at the beginning of 2026, I am talking here about a very long-term game where you can buy cheap companies that no one notices or most assume that they will still have time to buy, that before the improvement occurs, there will still be many months of such lethargy, and often one can be mistaken, because the price often rebounds a year or even a year and a half before the improvement in results, because the best informed, they are already observing it, they are closest to the management board or even people around the management board, right, or insiders can officially buy. One should also observe how the company presidents behave, whether they are buying more, whether key managers are buying shares, because this can be a valuable signal for us that an improvement is on the horizon. "
Albert Rokicki
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"Firstly, foreign capital is flowing into Poland like never before, because we are the cheapest gateway to the reconstruction of Ukraine. Plus 30-50% on the largest companies. "
Albert Rokicki
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"Poland has a huge future, in my opinion, both in terms of the capital market and economically, especially the capital market should do well. For example, Eleven Labs is considering a dual listing, both on the New York stock exchange and in Poland. Also, a defense company, WB Electronic, worth PLN 30 billion, will enter WIG20 practically automatically. Very good times are ahead of us. Simply put, good companies will enter the stock exchange, and weak ones will go into oblivion, so to speak. "