Archive - Turtles Research

HK stock at 6x PE and negative EV

With possible hints of a special dividend coming

Jul 7 •

Why I am skeptical about the AGI hype

And some observations how AI is best used

Jul 1 •

June 2025

Closing 1 position

Jun 5 •

May 2025

April 2025

More thoughts on two stocks I own

And some interesting tidbits on the trade war.

Apr 13 •

3 for the list of active ideas (depending on price action tommorow)

Apr 9 •

Apr 6 •

A few investing rules of thumb in a market Crash

And thoughts on likely mitigating factors of Trump's tariffs

Apr 5 •

The US will not be fine

Apr 4 •

Software co at 1.35x sales

With possible catalyst of a sale

Apr 1 •

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