WinterGems: Reminiscences of a Stock Operator

WinterGems: Reminiscences of a Stock Operator

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Cuervo - the #1 Tequila company at discount
Cuervo is the leading Tequila producer in the world and provides at the current price an attractive investment in this depressed Spirits industry
 • @Govro12 WinterGems Stocks
Spirits Landslide and Champagne Supernova:
As a Pernod Ricard follow-up, personal notes on Q1 results from Pernod Ricard and LVMH plus other rumblings on the spirits market
 • @Govro12 WinterGems Stocks
Pernod Ricard's visibility into the future
Pernod is trading at its lowest ratio since 2009, the investment thesis is that I believe we have sufficient visibility into the future to project a…
 • @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…
 • @Govro12 WinterGems Stocks
Google by numbers
Latest numbers from Google, just quick facts no opinion. Disclosure: Google is my #1 pos by far.
 • @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…
 • @Govro12 WinterGems Stocks
Portfolio Shuffle 2025
What I sold, bought and trade in and out in 2025
 • @Govro12 WinterGems Stocks
WinterGems: Reminiscences of a Stock Operator
WinterGems: Reminiscences of a Stock Operator
reminiscence of a stock Operator: Invest mostly in Canada, France and Japan. Personal Blog 100% Human No AI generated content, no trade advice, Free from X, Do not rely on paying subs. Enjoy respectful interactions over perfections.
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