WinterGems: Industry Research

Aeroedge

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

Mar 15 • @Govro12 WinterGems Stocks

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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

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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

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Industry research on video games in Japan

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

Feb 18 • @Govro12 WinterGems Stocks

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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

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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

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Portfolio Shuffle 2025

What I sold, bought and trade in and out in 2025

Nov 3, 2025 • @Govro12 WinterGems Stocks

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Portfolio October 31st

Top 15 stocks as of October 31st 2025

Nov 3, 2025 • @Govro12 WinterGems Stocks

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October 2025

Cuervo - the #1 Tequila company at discount

Cuervo is the leading Tequila producer in the world and provides at the current price an attractive investment in this depressed Spirits industry

Oct 29, 2025 • @Govro12 WinterGems Stocks

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Spirits Landslide and Champagne Supernova:

As a Pernod Ricard follow-up, personal notes on Q1 results from Pernod Ricard and LVMH plus other rumblings on the spirits market

Oct 18, 2025 • @Govro12 WinterGems Stocks

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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, 2025 • @Govro12 WinterGems Stocks

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April 2025

Google by numbers

Latest numbers from Google, just quick facts no opinion. Disclosure: Google is my #1 pos by far.

Apr 25, 2025 • @Govro12 WinterGems Stocks

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