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Update on active ideas and one new idea
And some thoughts on how to use AI with investing
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IJW
2
Commercial stage pharma co special situation
Likely takeout target
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IJW
Healthcare SaaS stock with valuable data silo
Trading at just over 1x sales while growing
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IJW
3
HK stock at 6x PE and negative EV
With possible hints of a special dividend coming
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IJW
4
Why I am skeptical about the AGI hype
And some observations how AI is best used
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IJW
5
Small update
Closing 1 position
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IJW
2
Real estate co trading at large discount
With possible catalyst(s) and large insider purchases
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IJW
Turtles Research
Turtles Research
Join me on my quest to find cheap stocks around the world. And to find that bottom turtle.
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