WinterGems: reminiscence no trades, analysis no deep dive
@Govro12 WinterGems Stocksreminiscence no trades, analysis no deep dive. Tracking quality companies. Not doing deep dive, I am writing about companies and business topics of interest for me, you will never find DCF or base case vs bear case scenario. Do your due diligence.
| Platform |  | Pricing | Freemium |
|---|---|---|---|
| Publishes | Weekly | Issues | 54 |
| Subscribers | Read | wintergems.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
A timely post! Bombardier - Leading Private Jet Vendor in a Duopoly caught in a Tariff Storm
#### Warning: 25% Tariff Update
The Dismantling of Amazon Canada and selling Amazon
All 7 Amazon warehouses were close down in Montreal and Amazon Prime customers (the few remaining one) are getting 1 week delivery. Amazon Canada has decided to close all warehouses in the East Canada, serving 8 million people. As seen belo...
HIFS REVISITED (Post Q4 earnings)
Last Friday, HIFS has posted some improved core earnings - lets see how it matches our projection based on our model and what to expect for the First Quarter 2025
HIFS REVISITED after 3 federal reserve cut
On Dec. 18, the Federal Reserve made its 3rd cut in 2024, and HIFS is expected to publish this coming Friday a first large improvement in NIM while the stock has come down to a reasonable price
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Authors
The writers behind this newsletter.
Independent investor investing only own personal funds with a passion in meditation, jogging, walking in the forest and investment. This blog is generated for entertainment and informative purposes, but not to be perceived as professional advice
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