Turtles Research

Turtles Research Ceasing paywall in 6 months

Will continue writing for another 6 months

Jan 12 • IJW

12

7

2

Closing a view ideas

And overview of my current holdings in order of conviction

Jan 7 • IJW

1

3 new positions

One Chinese and 2 US ones

Jan 5 • IJW

3

1

December 2025

Potential compounder with a catalyst?

New CEO + margin expansion + potential 0 revenue asset monetization

Dec 30, 2025 • IJW

1

Large Update

Some new names and closing some positions and update on my project

Dec 5, 2025 • IJW

3

1

September 2025

Another insider trade

Lufax again this time

Sep 26, 2025 • IJW

10

3

Quick idea

Growth with catalysts

Sep 17, 2025 • IJW

7

3

Back on Twitter

And closing ManpowerGroup China.

Sep 10, 2025 • IJW

12

2

August 2025

Quick thought

Imagine telling someone in 2014...

Aug 24, 2025 • IJW

13

1

Thoughts on my highest conviction idea

And a new one for the watch list

Aug 19, 2025 • IJW

4

Update on active ideas and one new idea

And some thoughts on how to use AI with investing

Aug 13, 2025 • IJW

5

2

1

July 2025

Commercial stage pharma co special situation

Likely takeout target

Jul 27, 2025 • IJW