portfolio

REVISITING End of 2024 Portfolio

Summary of the individual contribution of the top 22 holdings of the portfolio for the start of 2025

Jan 2 •

@Govro12 WinterGems Stocks

The State of Moat: From A to Z - starting with Adyen

Going from A to Z of my top20 holdings and my personal views on their respective moat using 21 homegrown criteria- will start with Adyen for this…

Dec 20, 2024 •

@Govro12 WinterGems Stocks

End of 2023 Portfolio

Summary of top 10 holdings of my portfolio

Dec 9, 2024 •

@Govro12 WinterGems Stocks

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