canada

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…

Jun 11 •

@Govro12 WinterGems Stocks

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…

Mar 4 •

@Govro12 WinterGems Stocks

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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