Turtles Research

Back on Twitter

And closing ManpowerGroup China.

Sep 10 • 

IJW

10

August 2025

Quick thought

Imagine telling someone in 2014...

Aug 24 • 

IJW

13

Thoughts on my highest conviction idea

And a new one for the watch list

Aug 19 • 

IJW

4

Update on active ideas and one new idea

And some thoughts on how to use AI with investing

Aug 13 • 

IJW

5

2

July 2025

Commercial stage pharma co special situation

Likely takeout target

Jul 27 • 

IJW

Healthcare SaaS stock with valuable data silo

Trading at just over 1x sales while growing

Jul 22 • 

IJW

1

3

HK stock at 6x PE and negative EV

With possible hints of a special dividend coming

Jul 7 • 

IJW

4

6

Why I am skeptical about the AGI hype

And some observations how AI is best used

Jul 1 • 

IJW

10

5

June 2025

Small update

Closing 1 position

Jun 5 • 

IJW

2

May 2025

Real estate co trading at large discount

With possible catalyst(s) and large insider purchases

May 27 • 

IJW

2

Testing OpenAI's o3 model against my own stock analysis

I will do this for all my active ideas.

May 15 • 

IJW

3

4

Cyclical stock at start up of a new supercycle

And some updates on current active ideas.

May 12 • 

IJW

3