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Thoughts on my highest conviction idea
And a new one for the watch list
20 hrs ago
•
IJW
2
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Thoughts on my highest conviction idea
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Update on active ideas and one new idea
And some thoughts on how to use AI with investing
Aug 13
•
IJW
5
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Update on active ideas and one new idea
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2
July 2025
Commercial stage pharma co special situation
Likely takeout target
Jul 27
•
IJW
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Commercial stage pharma co special situation
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Healthcare SaaS stock with valuable data silo
Trading at just over 1x sales while growing
Jul 22
•
IJW
1
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Healthcare SaaS stock with valuable data silo
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3
HK stock at 6x PE and negative EV
With possible hints of a special dividend coming
Jul 7
•
IJW
2
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HK stock at 6x PE and negative EV
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4
Why I am skeptical about the AGI hype
And some observations how AI is best used
Jul 1
•
IJW
10
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Why I am skeptical about the AGI hype
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5
June 2025
Small update
Closing 1 position
Jun 5
•
IJW
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Small update
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2
May 2025
Real estate co trading at large discount
With possible catalyst(s) and large insider purchases
May 27
•
IJW
1
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Real estate co trading at large discount
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Testing OpenAI's o3 model against my own stock analysis
I will do this for all my active ideas.
May 15
•
IJW
3
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Testing OpenAI's o3 model against my own stock analysis
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4
Cyclical stock at start up of a new supercycle
And some updates on current active ideas.
May 12
•
IJW
3
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Cyclical stock at start up of a new supercycle
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April 2025
More thoughts on two stocks I own
And some interesting tidbits on the trade war.
Apr 13
•
IJW
3
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More thoughts on two stocks I own
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4 quick ideas
3 for the list of active ideas (depending on price action tommorow)
Apr 9
•
IJW
4
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4 quick ideas
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