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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
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WinterGems: reminiscence no trades, analysis no deep dive
HIFS REVISITED after 3 federal reserve cut
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State of Moat: Wise plc.
Wise plc is a top dog fintech company that provides international money transfer services and we will review if Wise has created a moat in this growing…
Jan 6
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@Govro12 WinterGems Stocks
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State of Moat: Wise plc.
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REVISITING End of 2024 Portfolio
Summary of the individual contribution of the top 22 holdings of the portfolio for the start of 2025
Jan 2
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@Govro12 WinterGems Stocks
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REVISITING End of 2024 Portfolio
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December 2024
Amazon year end review 2023
Amazon year end review 2023
Dec 25, 2024
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@Govro12 WinterGems Stocks
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Amazon year end review 2023
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The State of Moat: From A to Z - starting with Adyen
Going from A to Z of my top20 holdings and my personal views on their respective moat using 21 homegrown criteria- will start with Adyen for this…
Dec 20, 2024
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@Govro12 WinterGems Stocks
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The State of Moat: From A to Z - starting with Adyen
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End of 2023 Portfolio
Summary of top 10 holdings of my portfolio
Dec 9, 2024
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@Govro12 WinterGems Stocks
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End of 2023 Portfolio
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November 2024
Kamigumi: Noticeable Large Buybacks
Kamigumi, one of the most important port infrastructure company in Japan has announced a large buyback which is confirming the original investment…
Nov 16, 2024
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@Govro12 WinterGems Stocks
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Kamigumi: Noticeable Large Buybacks
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October 2024
Tonnellerie Francois Frères: French Oak Barrels Extravaganza
In part2, we are going deeper in the world of the "Tonnellerie Francaise" and Scotch
Oct 29, 2024
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@Govro12 WinterGems Stocks
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Tonnellerie Francois Frères: French Oak Barrels Extravaganza
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1H update on Takeuchi
Takeuchi published its first half result: lower unit volume, higher operating margin, EPS up 33%, 4% Buyback announced
Oct 13, 2024
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@Govro12 WinterGems Stocks
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1H update on Takeuchi
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September 2024
Tonnellerie Francois Frères: High moat company at discount
Tonnellerie Francois Frères or TFF group (EPA:TFF) is the #1 manufacturer of wine and alcool barrels (and oak staves), it has a wide moat and trading at…
Sep 30, 2024
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@Govro12 WinterGems Stocks
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Tonnellerie Francois Frères: High moat company at discount
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June 2024
Dollarama - The Dominant Dollar Store in Canada
Republishing this post which was originally part of a year end portfolio review
Jun 5, 2024
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@Govro12 WinterGems Stocks
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Dollarama - The Dominant Dollar Store in Canada
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Infrastructure: North American Cement and Aggregates Producers Review
Going though key operating Indicators and valuations of North American peers to Monarch Cement i.e. producers of cement and aggregates: Vulcan, Martin…
Jun 2, 2024
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@Govro12 WinterGems Stocks
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Infrastructure: North American Cement and Aggregates Producers Review
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