Turtles Research

Turtles Research

Quick idea

Growth with catalysts

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IJW
Sep 17, 2025
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The stock I have today is a Chinese company that

  • Has reduced share count in the past 10 years

  • Has a large part of its market cap in net cash

  • Started returning cash

  • Has a faster growing higher margin segment that is now approaching half of sales

  • Trades at single digit PE

  • Shows early weak indication of possibly take-private

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