WinterGems: reminiscence no trades, updates are in NOTES
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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…
Jul 6
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@Govro12 WinterGems Stocks
24
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WinterGems: reminiscence no trades, updates are in NOTES
Top5 Valuation check 1H2025 and rumblings
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5
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.
Jul 1
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@Govro12 WinterGems Stocks
10
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WinterGems: reminiscence no trades, updates are in NOTES
The Boring and Bold 15 - 1H 2025
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7
June 2025
Dollarama - 1 year later
A year ago I posted on a rarely mentioned compounder story - outside of the Canadian circle : Dollarama. Dollarama is hitting on all cylinders and…
Jun 11
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@Govro12 WinterGems Stocks
17
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WinterGems: reminiscence no trades, updates are in NOTES
Dollarama - 1 year later
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May 2025
A Net Cash - Kikukawa Enterprise 2025 year end results
Kikukawa Enterprise 6346 is the oldest and a leading sawmilling and woodworking machine manufacturer in Japan - microcap priced below cash level & PE…
May 16
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@Govro12 WinterGems Stocks
17
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WinterGems: reminiscence no trades, updates are in NOTES
A Net Cash - Kikukawa Enterprise 2025 year end results
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2
The Lucky 8 and 3 new names
Portfolio construction one cohort year at a time
May 12
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@Govro12 WinterGems Stocks
17
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WinterGems: reminiscence no trades, updates are in NOTES
The Lucky 8 and 3 new names
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8
April 2025
Google by numbers
Latest numbers from Google, just quick facts no opinion. Disclosure: Google is my #1 pos by far.
Apr 25
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@Govro12 WinterGems Stocks
11
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WinterGems: reminiscence no trades, updates are in NOTES
Google by numbers
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LVMH mhmm...
no comment
Apr 15
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@Govro12 WinterGems Stocks
9
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WinterGems: reminiscence no trades, updates are in NOTES
LVMH mhmm...
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9
March 2025
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…
Mar 4
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@Govro12 WinterGems Stocks
18
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WinterGems: reminiscence no trades, updates are in NOTES
A timely post! Bombardier - Leading Private Jet Vendor in a Duopoly caught in a Tariff Storm
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14
The Dismantling of Amazon Canada and selling Amazon
All 7 Amazon warehouses were close down in Montreal and Amazon Prime customers are getting 7 days delivery. As a disclosure, I will complete the sale of…
Mar 1
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@Govro12 WinterGems Stocks
20
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WinterGems: reminiscence no trades, updates are in NOTES
The Dismantling of Amazon Canada and selling Amazon
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11
January 2025
HIFS REVISITED (Post Q4 earnings)
Last Friday, HIFS has posted some improved core earnings - lets see how it matches our projection based on our model and what to expect for the First…
Jan 19
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@Govro12 WinterGems Stocks
11
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WinterGems: reminiscence no trades, updates are in NOTES
HIFS REVISITED (Post Q4 earnings)
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4
HIFS REVISITED after 3 federal reserve cut
On Dec. 18, the Federal Reserve made its 3rd cut in 2024, and HIFS is expected to publish this coming Friday a first large improvement in NIM while the…
Jan 12
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@Govro12 WinterGems Stocks
9
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WinterGems: reminiscence no trades, updates are in NOTES
HIFS REVISITED after 3 federal reserve cut
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1
December 2024
The State of Moat: starting with Adyen
My personal views on their respective moat using 21 homegrown criteria- will start with Adyen for this multi-part series.
Dec 20, 2024
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@Govro12 WinterGems Stocks
21
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WinterGems: reminiscence no trades, updates are in NOTES
The State of Moat: starting with Adyen
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