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Chinese after school education stock
>10% dividend yield, growing 15-20%/year
Aug 30
•
IJW
11
Some thoughts about incentives of Korean insiders
Why these stocks maybe deserve to be cheap
Aug 26
•
IJW
19
1
3
4 stocks added
2 Korean stocks with possible catalysts
Aug 21
•
IJW
4
1
I will lower subscription price by 80%
Instead of ceasing to write alltogether
Aug 6
•
IJW
7
4
1
July 2026
Some new ideas
Nothing high conviction though
Jul 1
•
IJW
1
June 2026
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
4
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
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