Archive - Turtles Research

More thoughts on two stocks I own

And some interesting tidbits on the trade war.

Apr 13 •

3 for the list of active ideas (depending on price action tommorow)

Apr 9 •

Apr 6 •

A few investing rules of thumb in a market Crash

And thoughts on likely mitigating factors of Trump's tariffs

Apr 5 •

The US will not be fine

Apr 4 •

Software co at 1.35x sales

With possible catalyst of a sale

Apr 1 •

March 2025

More Watchlist candidates

And some updates on current active ideas

Mar 18 •

5 stocks from my watchlist

<1 page summary on each one.

Mar 10 •

Travel company at 6x PE

With capital return program announced at FY2025

Mar 2 •

February 2025

Updates on some of the active ideas

Feb 25 •

Euro company with improving fundamentals at 6-7.5x PE

Feb 19 •

DADA Nexus Take-Under

Highway Robbery

Feb 16 •

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts