WinterGems: reminiscence no trades, trade carefully RISK ON

WinterGems: reminiscence no trades, trade carefully RISK ON

Home
Notes
infrastructure
Fintech
Machines
aerospace
Canada
About
The Lucky 8 and 3 new names
Portfolio construction one cohort year at a time
 • 
@Govro12 WinterGems Stocks
8
Google by numbers
Latest numbers from Google, just quick facts no opinion. Disclosure: Google is my #1 pos by far.
 • 
@Govro12 WinterGems Stocks
$MCEM Monarch Cement: A superior cement business
This article dissects $MCEM's superior cement business where operating earnings has risen 11x in the last 10 years. Is it pricing, volume, margin…
 • 
@Govro12 WinterGems Stocks
6
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.
 • 
@Govro12 WinterGems Stocks
9
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…
 • 
@Govro12 WinterGems Stocks
14
Japanese Stocks Series Part I - Yamada Corp $6392 a pump manufacturer cash-rich low PE growing mid single digits
This is PART 1 of the Japanese Stock Series focused on Yamada Corp, a leading manufacturer of Air Operated Double Diaphragm pump
 • 
@Govro12 WinterGems Stocks
16
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…
 • 
@Govro12 WinterGems Stocks
6
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…
 • 
@Govro12 WinterGems Stocks
11
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…
 • 
@Govro12 WinterGems Stocks
5
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…
 • 
@Govro12 WinterGems Stocks
2
$ADYEN's free fall - PART1
$ADYEN is a new position that I added early this year when the stock tumbled - tales of a high growth high risk holding!
 • 
@Govro12 WinterGems Stocks
2
$HIFS A VERY conservative bank caught in an inverting yield curve supernova
Hingham Institution for Savings is a conservative and high quality bank based in Boston caught in a strong inverting yield curve storm
 • 
@Govro12 WinterGems Stocks
7
© 2025 JL Gauvreau
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture