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List of current Open and Closed Ideas and other posts
TABLE OF CONTENTS: for navigating this newsletter
Feb 21, 2024
•
IJW
14
8
1
Latest
Top
Discussions
Some new ideas
Nothing high conviction though
Jul 1
•
IJW
1
Chinese net net at inflection point
Also closing Medios here
Jun 4
•
IJW
2
Book review/thoughts
Price setting by Truman F. Belwey
May 22
•
IJW
3
1
Quick update
On 2 stocks
Apr 23
•
IJW
1
6
An energy trust that hasn't run up yet
That should work out ok even with lower oil prices
Mar 25
•
IJW
1
Update and thoughts on Hormuz situation
And one new idea
Mar 20
•
IJW
3
13
1
Biotech cash box with profitable business
And two possible catalysts
Mar 10
•
IJW
2
3
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