Archive - Turtles Research

Update and thoughts on Hormuz situation

And one new idea

Mar 20 • IJW

Biotech cash box with profitable business

And two possible catalysts

Mar 10 • IJW

February 2026

And reevaluating Radcom

Feb 23 • IJW

New position in well known Swedish stock.

Feb 16 • IJW

Stress testing my 2 software stocks

Conviction building if you will

Feb 10 • IJW

What will AI disrupt?

Thoughts on Rightmove (real estate classifieds) vs the large LLMs

Feb 6 • IJW

Two Stocks I'm adding

Adding as in increasing my position.

Feb 4 • IJW

Closing 3 positions

And closing 3 positions

Feb 3 • IJW

January 2026

EM Duopoly/Oligopoly at 6x PE and UK traded AI beneficiary at 7x PE.

Jan 22 • IJW

Turtles Research Ceasing paywall in 6 months

Will continue writing for another 6 months

Jan 12 • IJW

Closing a few ideas

And overview of my current holdings in order of conviction

Jan 7 • IJW

3 new positions

One Chinese and 2 US ones

Jan 5 • IJW

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