WinterGems: Reminiscences of a Stock Operator

WinterGems: Reminiscences of a Stock Operator

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Sitemap - 2023 - WinterGems: Reminiscences of a Stock Operator

Japanese Stocks Series Part II - AIT Corp $9381 and other Attractive Logistics Companies operating in Japan

Clasquin $ALCLA - Takeover at 325m EV

$ADYEN Strikes Back Part IV

Logistec is being taken over at 67$

$ALCLA French microcap freight forwarder Clasquin and analysis of 1H 2023 results

$APN Aplisens a growing industrial sensor manufacturer at a very attractive valuation

Adyen's Free Fall - Part3

$ADYEN's free fall - PART2

$ADYEN's free fall - PART1

Clasquin $EPA:ALCLA, a French microcap in the attractive freight forwarding industry

$LGT Strategic Review Process

Insights on Logistec from Annual Meeting

$HIFS A VERY conservative bank caught in an inverting yield curve supernova

Logistec 2022 earnings update

PART1: Richelieu Hardware: Consolidator of a fragmented industry

A Hidden Compounder from Poland

Amazon Q422 conference call notes

PART3: Is Logistec a compounder?

PART2: Deep Dive on Environmental Segment of Logistec - TSE: LGT.B

PART1: Deep Dive on Marine Segment of Logistec - TSE: LGT.B

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