Sitemap - 2025 - Turtles Research
Potential compounder with a catalyst?
Thoughts on my highest conviction idea
Update on active ideas and one new idea
Commercial stage pharma co special situation
Healthcare SaaS stock with valuable data silo
HK stock at 6x PE and negative EV
Why I am skeptical about the AGI hype
Real estate co trading at large discount
Testing OpenAI's o3 model against my own stock analysis
Cyclical stock at start up of a new supercycle
More thoughts on two stocks I own
A few investing rules of thumb in a market Crash
European healthcare service provider