Turtles Research

Two Stocks I'm adding

Adding as in increasing my position.

22 hrs ago • IJW

Closing 3 positions

And closing 3 positions

Feb 3 • IJW

2

January 2026

Two new ideas

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

Jan 22 • IJW

1

1

Turtles Research Ceasing paywall in 6 months

Will continue writing for another 6 months

Jan 12 • IJW

12

7

2

Closing a few ideas

And overview of my current holdings in order of conviction

Jan 7 • IJW

1

3 new positions

One Chinese and 2 US ones

Jan 5 • IJW

4

1

December 2025

Potential compounder with a catalyst?

New CEO + margin expansion + potential 0 revenue asset monetization

Dec 30, 2025 • IJW

1

Large Update

Some new names and closing some positions and update on my project

Dec 5, 2025 • IJW

3

1

September 2025

Another insider trade

Lufax again this time

Sep 26, 2025 • IJW

10

3

Quick idea

Growth with catalysts

Sep 17, 2025 • IJW

7

3

Back on Twitter

And closing ManpowerGroup China.

Sep 10, 2025 • IJW

12

2

August 2025

Quick thought

Imagine telling someone in 2014...

Aug 24, 2025 • IJW

13

1