WinterGems: reminiscence no trades, analysis no deep dive
Subscribe
Sign in
Home
Notes
infrastructure
Fintech
Machines
Beverage
aerospace
banks
Staple
japan
canada
poland
portfolio
infrastructure
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…
Jun 2, 2024
•
@Govro12 WinterGems Stocks
16
Share this post
WinterGems: reminiscence no trades, analysis no deep dive
Infrastructure: North American Cement and Aggregates Producers Review
Copy link
Facebook
Email
Notes
More
6
$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…
May 24, 2024
•
@Govro12 WinterGems Stocks
28
Share this post
WinterGems: reminiscence no trades, analysis no deep dive
$MCEM Monarch Cement: A superior cement business
Copy link
Facebook
Email
Notes
More
6
Japanese Stocks Series Part II - AIT Corp $9381 and other Attractive Logistics Companies operating in Japan
Since both Clasquin and Bolloré Logistics are being taken out by MSC and Hitachi Transport Systems by KKR in Japan this year, buying attractively priced…
Dec 13, 2023
•
@Govro12 WinterGems Stocks
9
Share this post
WinterGems: reminiscence no trades, analysis no deep dive
Japanese Stocks Series Part II - AIT Corp $9381 and other Attractive Logistics Companies operating in Japan
Copy link
Facebook
Email
Notes
More
14
Logistec is being taken over at 67$
Logistec is being taken over at 67$ up 62% from the initial Wintergem post on Jan 23rd 2023.
Oct 16, 2023
•
@Govro12 WinterGems Stocks
5
Share this post
WinterGems: reminiscence no trades, analysis no deep dive
Logistec is being taken over at 67$
Copy link
Facebook
Email
Notes
More
$LGT Strategic Review Process
Sumanic, the controlling family holding co, is considering selling its shares and asked Logistec to start a strategic review process including a…
May 22, 2023
•
@Govro12 WinterGems Stocks
6
Share this post
WinterGems: reminiscence no trades, analysis no deep dive
$LGT Strategic Review Process
Copy link
Facebook
Email
Notes
More
5
PART3: Is Logistec a compounder?
Valuation extravaganza (EPS Growth, PE, P/S, RoE, management ownership, debt)
Jan 30, 2023
•
@Govro12 WinterGems Stocks
4
Share this post
WinterGems: reminiscence no trades, analysis no deep dive
PART3: Is Logistec a compounder?
Copy link
Facebook
Email
Notes
More
3
PART2: Deep Dive on Environmental Segment of Logistec - TSE: LGT.B
In Part2 of this unfollowed family controlled company, I will do a deep dive on the environmental services segment and provide our key takeaways of both…
Jan 30, 2023
•
@Govro12 WinterGems Stocks
4
Share this post
WinterGems: reminiscence no trades, analysis no deep dive
PART2: Deep Dive on Environmental Segment of Logistec - TSE: LGT.B
Copy link
Facebook
Email
Notes
More
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
11
Share this post
WinterGems: reminiscence no trades, analysis no deep dive
PART1: Deep Dive on Marine Segment of Logistec - TSE: LGT.B
Copy link
Facebook
Email
Notes
More
Share
Copy link
Facebook
Email
Notes
More
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
