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Takeuchi and the Wolfpack 21!
Takeuchi is the current alpha of the wolfpack 21. Analysing the wolfpack 21 in terms of cash reserve, valuation and growth. Takeuchi is on top!
Jul 6
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@Govro12 WinterGems Stocks
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Takeuchi and the Wolfpack 21!
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June 2024
Dollarama - The Dominant Dollar Store in Canada
Republishing this post which was originally part of a year end portfolio review
Jun 5
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@Govro12 WinterGems Stocks
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Dollarama - The Dominant Dollar Store in Canada
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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
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@Govro12 WinterGems Stocks
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Infrastructure: North American Cement and Aggregates Producers Review
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May 2024
Japanese Stocks Series Part III - Keihin $9312 and Tonami $9070 two value Logistic Companies operating in Japan
Going through 5 attractive Logistics company in Japan in the aftermath of both Clasquin and Bolloré Logistics being taken out by MSC and Hitachi…
May 27
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@Govro12 WinterGems Stocks
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Japanese Stocks Series Part III - Keihin $9312 and Tonami $9070 two value Logistic Companies operating in Japan
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$MCEM Monarch Cement: A superior cement business
This article dissects $MCEM's superior cement business where operating earnings has risen 11x in the last 10 years. Is it pricing, volume, margin…
May 24
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@Govro12 WinterGems Stocks
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$MCEM Monarch Cement: A superior cement business
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April 2024
A timeline of the Top 15 Holdings and the 50% drawdown Test!
The following chart shows a timeline based on the year of acquisition of the current top 15 holdings
Apr 26
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@Govro12 WinterGems Stocks
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A timeline of the Top 15 Holdings and the 50% drawdown Test!
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March 2024
Takeuchi $6432 against Kubota - David is winning all the way to Goliath
We will analyze a hidden Japanese champion in the compact excavator and loader products and compare it with a much larger and well know Japanese…
Mar 1
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@Govro12 WinterGems Stocks
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Takeuchi $6432 against Kubota - David is winning all the way to Goliath
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February 2024
Kamigumi $9364 - A Leading Port Infrastructure play in Japan
Kamigumi is one of the most important port infrastructure company in Japan with a leading share in the top 6 ports in Japan. It is valued attractively…
Feb 23
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@Govro12 WinterGems Stocks
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Kamigumi $9364 - A Leading Port Infrastructure play in Japan
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December 2023
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
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@Govro12 WinterGems Stocks
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Japanese Stocks Series Part II - AIT Corp $9381 and other Attractive Logistics Companies operating in Japan
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Clasquin $ALCLA - Takeover at 325m EV
Clasquin will likely be the second Wintergems stock being takeover this year after Logistec, at current price Clasquin is up 58% from our purchase price…
Dec 6, 2023
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@Govro12 WinterGems Stocks
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Clasquin $ALCLA - Takeover at 325m EV
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Japanese Stocks Series Part I - Yamada Corp $6392 a pump manufacturer cash-rich low PE growing mid single digits
This is PART 1 of the Japanese Stock Series focused on Yamada Corp, a leading manufacturer of Air Operated Double Diaphragm pump
Dec 1, 2023
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@Govro12 WinterGems Stocks
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Japanese Stocks Series Part I - Yamada Corp $6392 a pump manufacturer cash-rich low PE growing mid single digits
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November 2023
$ADYEN Strikes Back Part IV
$ADYEN gave a Q3 business update yesterday with top line growth at 22% in line with Wintergems' top line projection (+21%)
Nov 10, 2023
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@Govro12 WinterGems Stocks
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$ADYEN Strikes Back Part IV
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