WinterGems: Reminiscences of a Stock Operator

WinterGems: Reminiscences of a Stock Operator

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Pernod Ricard's visibility into the future
Pernod is trading at its lowest ratio since 2009, the investment thesis is that I believe we have sufficient visibility into the future to project a…
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@Govro12 WinterGems Stocks
Top5 Valuation check 1H2025 and rumblings
Going through valuation assessment and some qualitative rumblings about my top positions. This is part1 - will go through up to top15 over the next few…
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@Govro12 WinterGems Stocks
Google by numbers
Latest numbers from Google, just quick facts no opinion. Disclosure: Google is my #1 pos by far.
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@Govro12 WinterGems Stocks
A timely post! Bombardier - Leading Private Jet Vendor in a Duopoly caught in a Tariff Storm
Bombardier ranks #1 or #2 in terms of private jet delivery and sales. This is an attractive duopoly market. The 25% tariff will significantly impact the…
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@Govro12 WinterGems Stocks
Portfolio Shuffle 2025
What I sold, bought and trade in and out in 2025
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@Govro12 WinterGems Stocks
Portfolio October 31st
Top 15 stocks as of October 31st 2025
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@Govro12 WinterGems Stocks
The Boring and Bold 15 - 1H 2025
A view of the Boring and Bold 15 - top 15 positions as of July 1st. 90% of assets are in top 15. Very concentrated in the top 5.
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@Govro12 WinterGems Stocks
WinterGems: Reminiscences of a Stock Operator
WinterGems: Reminiscences of a Stock Operator
reminiscence of a stock Operator: no trade advice, Alpha in Notes. Back on x.com/govro12 Enjoy interactions over perfections. Will always reply transparently. Use notes to interact with stock idea. Notes is more timely. Do your due diligence.
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WinterGems: Reminiscences of a Stock Operator

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