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Two new ideas
UK listed profitable OTC pharma stock with catalyst and Chinese retailer
Aug 28
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IJW
5
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Two new ideas
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Updates #6
Two ideas added to tracking portfolio
Aug 21
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IJW
3
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Updates #6
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Update #5
DADA, GHG and recently added pharma stock
Aug 5
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IJW
2
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Update #5
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July 2024
Trying to make sense of Lufax
Lot’s of confusion for me around Lufax (LU). I took my dividend in shares being under the impression the scrip price was $2.15 (1 ADR is 2 shares):
Jul 29
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IJW
9
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Trying to make sense of Lufax
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Closing Protalix again
Turns out there is a better mouse trap.
Jul 25
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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
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IJW
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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
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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
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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
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IJW
1
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Opening Lufax again
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Closing Lufax
Screwing minority shareholders with the convertible
Jun 17
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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
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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
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IJW
9
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Closing Nameson
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