@govro12 profile picture
govro12 @govro12

I've seen things you people wouldn't believe... Attack ships on fire off the shoulder of Orion... I watched C-beams glitter in the dark near the Tannhäuser Gate

Joined February 2025
  • Tweets 1,199
  • Following 68
  • Followers 1,800
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govro12@govro12
Jun 12
🇯🇵 & 🇨🇦 invasion of the top10.. small cap & high precision maker domination Ask me any questions on those? Cheers!
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Shorted the « Mad orbital AI story » $SPCX today at 217.41$ - first batch of many - cant wait for end of july and end of lockup 20%
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🇯🇵 & 🇨🇦 invasion of the top10.. small cap & high precision maker domination Ask me any questions on those? Cheers!
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If you are aware of another small cap high precision maker in 🇯🇵 or elsewhere 🇪🇺 that are dominating its niche, shoot me a comment! I am still ramping up on Japan.
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If you are aware of high quality 🇨🇦 industrial/retail companies operating in a duopoly/monopoly with good prospects i.e 10% growth - let me know?
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My 2nd oldest holding circa 2009 $DOL Dollarama reported today - Strong sales growth due to Australia acq. new expansion in Mexico now 11 stores - not consolidated in sales - SS in Canada going back up 5.6%. Bought back 2m shares in the Q.
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regarding Australia conversion to Dollarama stores
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The whole pumping of $spcx spaceX at 100x rev by Wall Steet actors gives me of profond feeling of sadness
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Life is good! Transcript of the Eurokai Annual meeting!
SilentLewo@SilentLewo
Jun 9
Heute bin ich bei der Eurokai HV. Auch wenn es ja durchaus läuft, Kurs wäre bei 600€, wenn man sich in EurokAI umbenennen würde.
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govro12 retweeted
Yellowbrick Investing
@joinyellowbrick
Jun 8
Added 70 new stock write-ups to the site (pt final): @RodrigoLezama7 (holding updates) - $WGS, $QSI, $LEAT, $QTRX, $III, $IFA.TO, $HMM-A.TO, $NAUT, $CLFD, $CCLD, $CAI @rk8215 - $AMPG @Govro12 - $6333.T @ResearchGrizzly - $PIRC.MI (short) and more...
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startlink cannot compete Head-to-Head with cellular for 99.9% of the population- robots or human will use cellular with tiny antenna that works indoor and urban envir. not the ugly big starlink directional antenna that doest work indoor and requires Clear LOS
Documenting Saylor
@saylordocs
Jun 8
Billionaire Ron Baron said this on CNBC: 1. Starlink will be worth up to $14 Trillion 2. SpaceX will be worth $10T - $30T or more 3. $1B IPO order 4. Would NOT bet on SpaceX-Tesla merger 5. Terafab saves big margins, 50X chips needed. Never bet against a guy who never gives up.
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Éric Martel (CEO) sells 94k shares at 325$ for 30m almost 52w high. He sold about 1/3 of its shares. He owns 200k still. Perfect timing. The Bombardier family still owns 10%. no change. lapresse.ca/affaires/2026-06…

L’investisseur avisé | Trois vendeurs chez Bombardier

Trois dirigeants de Bombardier, dont le PDG, viennent de vendre des blocs d’actions du constructeur montréalais de jets d’affaires.

lapresse.ca
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Back in the Future! Thats sounds so 1999
zerohedge
@zerohedge
Jun 8
*AMAZON REPORTS PACT WITH CORNING ON US FIBER OPTICS MANUFACTURE
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Small Cap Teikoku Corporation has 40% market share in the mission critical canned sealless pump market and is trading at a 9% shareholder yields with 5% LT organic sales growth and expanding margin.
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wintergems.com/p/teikoku-pum…

WinterGems: Industry Research | @Govro12 WinterGems Stocks | Substack

Wintergems: independent blog focused on industry-level deep dives - I look for overlooked opportunities in complex sectors—the technical moats of 3D CAD software, pumps, valves or supply chains of...

wintergems.com
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I think buying Visa and shorting SpaceX and Rocketlab will be a hell of a trade
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bloomberg.com/news/articles/…

Shorting SpaceX? Jefferies Becomes Go-To Bank After Missing IPO

It’s the kind of look that ambitious investment bankers usually strive to avoid: When SpaceX named the roughly two dozen firms handling its IPO, Jefferies Financial Group Inc. was conspicuously...

bloomberg.com
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Based on Laurent Perrier robust result... $LPE EPS 8.45 up 5%. That post is the only one that turn okay. Was wrong on $CUERVO $RI Spirits is still caught into quicksand. Sorry about that. wintergems.com/p/spirits-lan…

WinterGems: Industry Research | @Govro12 WinterGems Stocks | Substack

Wintergems: independent blog focused on industry-level deep dives - I look for overlooked opportunities in complex sectors—the technical moats of 3D CAD software, pumps, valves or supply chains of...

wintergems.com
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interesting article on the unsustainable risen costs of tokens which make AI coding un-econonomical for many enterprise and applications. A junior engineer becomes more economical. In French: lapresse.ca/affaires/techno/…

Dossier | Intelligence artificielle | En fin de compte, l’IA coûte trop cher (3 articles)

L’IA coûte cher. Si cher, en fait, que même les plus férus promoteurs de la technologie recommencent à payer des humains pour accomplir des tâches informatisées. La révolution du marché du travail...

lapresse.ca
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. Elles devront s’ajuster .. qui les voit redistribuer des tâches aux employés au bas de l’échelle que l’IA promettait de remplacer. On va voir réapparaître les postes de juniors, pour leur confier des tâches de base à un prix moins élevé que celui de l’IA. Sinon, ça va être ..
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govro12 retweeted
govro12@govro12
Mar 21
Add Sony Music > UMG , 57% Image sensor Semi arm dealer Sony pictures and you have a firing on all cylinders co.. Read more on wintergems.com/p/part2-indus…

WinterGems: Industry Research | @Govro12 WinterGems Stocks | Substack

Wintergems: independent blog focused on industry-level deep dives - I look for overlooked opportunities in complex sectors—the technical moats of 3D CAD software, pumps, valves or supply chains of...

wintergems.com
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