WinterGems: Industry Research

Champagne SuperNova Revisited and Cognac 2015 Base Level

Looking at long term trends of Champagne and Cognac

Oct 20 • @Govro12 WinterGems Stocks

8

2

2

Gérard Perrier Electrification Play at 5 Years Low

Under the hood look at the Four Segments of Gérard Perrier - unfollowed and trading in a depressed Paris Market

Oct 5 • @Govro12 WinterGems Stocks

20

3

1

July 2026

A Lolopolooza lineup of quality GARP stocks trading at a PE of 12 to 19

Ranking Intuit, Eurokai, SAP, Okano Valve, Perrier, Thermador, Kimura Kohki, Teikoku, Sony, Fukui Computer, Robertet and Takeuchi.

Jul 14 • @Govro12 WinterGems Stocks

24

14

2

Danger Zone Revisited

Revisiting high valuation and danger zone stocks midway into 2026 based on 2030 forward estimates and looking back at the performance of the stocks in…

Jul 6 • @Govro12 WinterGems Stocks

13

June 2026

Teikoku Pump $6333 Niche market leader

Small Cap Teikoku Corporation has 40% market share in the mission critical canned sealless pump market and is trading at a 9% shareholder yields with 5…

Jun 5 • @Govro12 WinterGems Stocks

33

8

4

May 2026

March 2026

Aeroedge

Aeroedge updates and some extract from the danger zone post end of December

Mar 15 • @Govro12 WinterGems Stocks

20

Part2: Industry Research on Video Games in Japan : SONY

Part 2: Looking closer at SONY: SONY games and SONY Music could be as good or even considered better business than Nintendo and Universal Music…

Mar 12 • @Govro12 WinterGems Stocks

38

4

4

February 2026

Bombardier - What a ride!

On March 8th 2025, Bombardier trading at 78CAD on threat of a 25% tariff from Trump. I put 10% of portfolio on this stock on the belief that tightly…

Feb 22 • @Govro12 WinterGems Stocks

21

7

2

Industry research on video games in Japan

Industry Research on Japanese Videogames Companies : Part 1 Capcom and Nintendo

Feb 18 • @Govro12 WinterGems Stocks

43

10

4

January 2026

The Danger Zone

A Lollapalooza post covering 15 stocks! Yearly I review the danger zone, stocks that trades at EV/EBIT at over Thirty - ejecting some! to make sure that…

Jan 1 • @Govro12 WinterGems Stocks

28

11

2

November 2025

Laurent Perrier - Trading at below book value!

Laurent Perrier has published TODAY interim results. Trading at below book value while sales are increasing YoY!

Nov 28, 2025 • @Govro12 WinterGems Stocks

23

7

1