Turtles Research

Chinese net net at inflection point

Also closing Medios here

Jun 4 • IJW

2

May 2026

Book review/thoughts

Price setting by Truman F. Belwey

May 22 • IJW

3

1

April 2026

Quick update

On 2 stocks

Apr 23 • IJW

1

6

March 2026

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

February 2026

Two new ideas

And reevaluating Radcom

Feb 23 • IJW

2

It's time

New position in well known Swedish stock.

Feb 16 • IJW

2

Stress testing my 2 software stocks

Conviction building if you will

Feb 10 • IJW

3

1

What will AI disrupt?

Thoughts on Rightmove (real estate classifieds) vs the large LLMs

Feb 6 • IJW

13

2

1

Two Stocks I'm adding

Adding as in increasing my position.

Feb 4 • IJW

1

Closing 3 positions

And closing 3 positions

Feb 3 • IJW

3