Archive - WinterGems: reminiscence no trades, Alpha is in Notes

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 •

@Govro12 WinterGems Stocks

May 2025

April 2025

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 •

@Govro12 WinterGems Stocks

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 •

@Govro12 WinterGems Stocks

January 2025

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 •

@Govro12 WinterGems Stocks

June 2024

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