WinterGems: Reminiscences of a Stock Operator

WinterGems: Reminiscences of a Stock Operator

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 expanding in Central America and soon Australia!

@Govro12 WinterGems Stocks's avatar
@Govro12 WinterGems Stocks
Jun 11, 2025
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Before you continue glancing into the latest post, I would strongly encourage you to first review my analysis publish last year in June on this amazing dollar store company based in Canada :

Dollarama - The Dominant Dollar Store in Canada

@Govro12 WinterGems Stocks
·
June 5, 2024
Dollarama - The Dominant Dollar Store in Canada

Originally published in January 2024

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The article constitutes my personal views and is for entertainment purposes only. The main goal of this article is to log my personal views. Nothing in this article or these posts in this blog should constitute an investment advice. The projections and estimates provided here should be considered as purely speculative. Do your own model and projections. Please refer to the disclaimer at the end of this article for more details.

In a nutshell, Dollarama operates very efficient dollar stores across Canada with a dominant market share of around 65% to 75% (based on my own analysis) of the dollar stores segment.

Today (June 11th. 2025), Dollarama released some very strong results as shown below for the last quarter:

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