WinterGems tracking LGT RCH ADYEN HIFS ALCLA APN

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$ADYEN Strikes Back Part IV
$ADYEN gave a Q3 business update yesterday with top line growth at 22% in line with Wintergems' top line projection (+21%)
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Interesting times! David or Goliath
High quality stocks or franchise have come down significantly $MTD $RCO.PA $THEP.PA DSV.CPH
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Logistec is being taken over at 67$
Logistec is being taken over at 67$ up 62% from the initial Wintergem post on Jan 23rd 2023.
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$HIFS A VERY conservative bank caught in an inverting yield curve supernova
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$ADYEN's free fall - PART1
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$ADYEN's free fall - PART2
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$ILP Ilpra a growing Italian microcap food packaging manufacturer in a competitive market
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$ALCLA French microcap freight forwarder Clasquin and analysis of 1H 2023 results
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Business Update and 2023 Estimates on Serial Acquirer $RCH Richelieu Hardware
2023 is one of those very rare year with 2009 where $RCH is seeing YoY decrease in sales. The pandemic boom were extraordinary for the renovation…
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$ILP Ilpra a growing Italian microcap food packaging manufacturer in a competitive market
Ilpra is an Italian based company specialized in packaging machine in the food industry. I was attracted by the top line growth and the low valuation…
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$ALCLA French microcap freight forwarder Clasquin and analysis of 1H 2023 results
How is the small French freight forwarder navigating the normalization of the shipping rates post COVID era
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$APN Aplisens a growing industrial sensor manufacturer at a very attractive valuation
$APN has seen a surge of sales in 2022 and 2023 (first 6 months) which had a big impact in the profit line where eps has doubled since 2020. Stock…
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Adyen's Free Fall - Part3
Projected EBITDA and Net income for 2H2023 and 2024 and some rumblings on SMBs and Ebay
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$ADYEN's free fall - PART2
Part2 of a multi-part series of articles on Adyen covering Adyen's recent results including the latest 1H 2023 and trying to pinpoint some of the cause…
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$ADYEN's free fall - PART1
$ADYEN is a new position that I added early this year when the stock tumbled - tales of a high growth high risk holding!
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Richelieu Hardware $RCH Q2 update
This serial acquirer and compounder has published Q2 numbers in line with expectations. Navigating post COVID boom flawlessly.
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Tales of a concentrated portfolio
Tales of a concentrated portfolio and YTD Performance of my TOP10 stocks as well as the stocks covered in this blog.
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WinterGems tracking LGT RCH ADYEN HIFS ALCLA APN
WinterGems tracking LGT RCH ADYEN HIFS ALCLA APN
The search and tracking of under-followed attractively priced compounders. Compounders are companies, that can deliver sustainable and long-term growth with superior RoIC.
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WinterGems tracking LGT RCH ADYEN HIFS ALCLA APN

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