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Aug 16, 2022Liked by Cyclical Value Investing

I visited Poland on vacation a few years ago, and yes, I can confirm all of the things you described: good/new infrastructure, cheap cost of living, very nice houses, extremely catholic, and beautiful cities and countryside.

Poland definitely in a rough place geopolitically, but have actually stepped up to the task admirably in regards to the Russia/Ukraine crisis. It hasn't been perfect., but they have done quite a bit of heavy lifting in regards to the NATO alliance and humanitarian efforts this year.

Also went to Slovenia last year and found the mountains (really just the leftovers of the Alps, but I digress) to be just as stunning as anywhere else. Also cheap to boot!

Enjoy the rest of your vacation Jonathan.

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