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More Watchlist candidates
And some updates on current active ideas
Mar 18
•
IJW
4
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More Watchlist candidates
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5 stocks from my watchlist
<1 page summary on each one.
Mar 10
•
IJW
4
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5 stocks from my watchlist
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Travel company at 6x PE
With capital return program announced at FY2025
Mar 2
•
IJW
3
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Travel company at 6x PE
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2
February 2025
Update #8
Updates on some of the active ideas
Feb 25
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IJW
3
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Update #8
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4
Quick idea
Euro company with improving fundamentals at 6-7.5x PE
Feb 19
•
IJW
1
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Quick idea
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DADA Nexus Take-Under
Highway Robbery
Feb 16
•
IJW
7
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DADA Nexus Take-Under
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4
Serica Energy
Revisited, now with capital returns
Feb 12
•
IJW
3
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Serica Energy
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Reviving two old ideas
AVIR and GLTO again
Feb 11
•
IJW
5
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Reviving two old ideas
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January 2025
European healthcare service provider
Trading for 5-6x earnings
Jan 28
•
IJW
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European healthcare service provider
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2
Update on most of my active ideas
Adding to a few positions
Jan 14
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IJW
4
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Update on most of my active ideas
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5
Closing 5 ideas
Earning myself 4 cups of coffee
Jan 13
•
IJW
3
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Closing 5 ideas
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4
A review of 2024
First off, happy new year and a prosperous 2025 to everyone!
Jan 7
•
IJW
12
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A review of 2024
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