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Closing Protalix again
Turns out there is a better mouse trap.
Jul 25
•
IJW
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Closing Protalix again
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Reactivating rare disease biotech idea
It caused me anxiety being out of this stock
Jul 23
•
IJW
1
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Reactivating rare disease biotech idea
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Two EM stocks on my watch list that I don't own
Trading at <5x earnings
Jul 9
•
IJW
3
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Two EM stocks on my watch list that I don't own
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Closing DOYU
I mentioned Douyu (DOYU a couple months ago at $7, and now after announcing a $9.76 special dividend I am closing this one.
Jul 3
•
IJW
6
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Closing DOYU
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June 2024
Opening Lufax again
Some updates and a new quick idea.
Jun 21
•
IJW
1
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Opening Lufax again
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Closing Lufax
Screwing minority shareholders with the convertible
Jun 17
•
IJW
6
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Closing Lufax
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May 2024
Update on active Ideas #4
And a new quick idea
May 30
•
IJW
6
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Update on active Ideas #4
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Closing Nameson
Short and sweet, closing Nameson holdings (1982:HK) here, stock is up 43% on no news, and trading at 5.5x 2024 earnings and a likely 13% dividend yield…
May 9
•
IJW
9
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Closing Nameson
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Why the DCF method sucks
And closing my Grupo Catalana position
May 2
•
IJW
15
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Why the DCF method sucks
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April 2024
Updates on active ideas #3
GLTO, LU, OIZ, and 2 paywalled stocks.
Apr 29
•
IJW
9
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Updates on active ideas #3
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Platform biotech with 2 approved drugs
A mispriced lottery ticket
Apr 18
•
IJW
3
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Platform biotech with 2 approved drugs
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Chinese recycler
At a 7x 2024 PE with a long runway for growth
Apr 9
•
IJW
6
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Chinese recycler
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