Turtles all the way down! | IJW | Substack

Growth at a very reasonable price

New Top Community

Plastic packaging at a 7x PE

May 11

What I have learned over the years

May 9

Boring and reliable

Apr 26

Some bar charts

Apr 3

Spanish energy company still below 2019 highs

Mar 25

This time is different?

Mar 22

Chair of conflicts commmittee incentives are somewhat aligned

Feb 11

Recommendations View all 9

The Special Situation Report

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Emerging Markets and Value

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Exploring with Alluvial Capital

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Turtles all the way down!

About Archive Authors Recommendations

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