Some new ideas
Chinese net net at inflection point
Book review/thoughts
Quick update
An energy trust that hasn't run up yet
Update and thoughts on Hormuz situation
Biotech cash box with profitable business
Two new ideas
It's time
Stress testing my 2 software stocks
What will AI disrupt?
Two Stocks I'm adding
Closing 3 positions
Turtles Research Ceasing paywall in 6 months
Closing a few ideas
3 new positions
