WinterGems: Industry Research

WinterGems: Industry Research

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Dollarama - The Dominant Dollar Store in Canada
Republishing this post which was originally part of a year end portfolio review
Jun 5, 2024 • @Govro12 WinterGems Stocks
PART1: Richelieu Hardware: Consolidator of a fragmented industry
Serial acquirer and North American's leading distributor, importer and manufacturer of speciality hardware (kitchen cabinet, furniture, door, etc.) is…
Mar 20, 2023 • @Govro12 WinterGems Stocks
PART1: Deep Dive on Marine Segment of Logistec - TSE: LGT.B
A family controlled company operating in 2 segments: maritime and environment, growing revenue at an impressive CAGR of 13.6% in the last 10 years…
Jan 23, 2023 • @Govro12 WinterGems Stocks
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