Archive - Turtles Research

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 •

Revisited, now with capital returns

Feb 12 •

Reviving two old ideas

AVIR and GLTO again

Feb 11 •

January 2025

European healthcare service provider

Trading for 5-6x earnings

Jan 28 •

Update on most of my active ideas

Adding to a few positions

Jan 14 •

Closing 5 ideas

Earning myself 4 cups of coffee

Jan 13 •

A review of 2024

First off, happy new year and a prosperous 2025 to everyone!

Jan 7 •

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