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WinterGems: Industry Research

@Govro12 WinterGems Stocks

Wintergems is an independent investment blog focused on industry-level deep dives. I look for overlooked opportunities in complex sectors—whether it’s the the technical moats of 3D CAD software, global supply chains of aerospace defense.

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PricingFreemiumPublishesWeekly
Issues75Founded3 years agoLast Issuea month ago
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Latest Issues

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Legal Disclaimer: All content published on Wintergems is intended for informational and entertainment purposes only. It is not intended to serve as a recommendation to buy or sell any security. The views expressed are my own and are subject...

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Alani Nu re-accelerating under Celsius System

Cosmic Stardust is a good name for the rocket like growth of Alani Nu since it was integrated into the Celsius System!

Legal Disclaimer: All content published on Wintergems is intended for informational and entertainment purposes only. It...

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Portfolio Q1 2026 + D-Box

The following table shows the top portfolio holdings. I included the industry it is operating in, the current price, the price at the closing of December 2025, the YTD performance, the initial year of acquisition and related trades.

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Aeroedge

Aeroedge updates and some extract from the danger zone post end of December

Published on December 28th 2025 as part of the Danger zone post which is now in archive. I Decided to extract the part related to Aeroedge since I have not seen mu...

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Part2: Industry Research on Video Games in Japan : SONY

Summary: Both Sony Games and Sony Music have higher sales and higher operating income than their peers Nintendo and Universal Music respectively. This was not the case a few years back, but the mainstream narrative that Nintendo and Univers...

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  • @Govro12 WinterGems Stocks

    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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