portfolio

Flash update : 77% chance Supreme court will rule against Trump's tariff tomorrow!

Be prepared when the news will come out 10am Friday

Jan 8 • @Govro12 WinterGems Stocks

The Danger Zone

A Lollapalooza post covering 15 stocks! Yearly I review the danger zone, stocks that trades at EV/EBIT at over Thirty - ejecting some! to make sure that…

Jan 1 • @Govro12 WinterGems Stocks

Portfolio Shuffle 2025

What I sold, bought and trade in and out in 2025

Nov 3, 2025 • @Govro12 WinterGems Stocks

Portfolio October 31st

Top 15 stocks as of October 31st 2025

Nov 3, 2025 • @Govro12 WinterGems Stocks

Top5 Valuation check 1H2025 and rumblings

Going through valuation assessment and some qualitative rumblings about my top positions. This is part1 - will go through up to top15 over the next few…

Jul 6, 2025 • @Govro12 WinterGems Stocks

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