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Turtles all the way down!
Brief write-ups about small and micro cap stocks, social science and general observations
By IJW · Launched 2 years ago
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Let me read it first
Westrock
A 15-20% FCF yield from cardboard boxes
IJW
7
4
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Westrock
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Magnachip Merger Arb
Third time's a charm
IJW
Jul 13
9
2
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Magnachip Merger Arb
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Inflation
Numbers over narratives
IJW
Jun 24
9
3
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Inflation
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Earning excess returns in commodities
Anatomy of an oligopoly
IJW
May 30
5
3
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Earning excess returns in commodities
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Extreme Networks
Growth at a very reasonable price
IJW
May 13
4
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Extreme Networks
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Berry Global
Plastic packaging at a 7x PE
IJW
May 11
2
8
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Berry Global
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Investing in HK stocks
What I have learned over the years
IJW
May 9
15
7
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Investing in HK stocks
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Greif B shares
Boring and reliable
IJW
Apr 26
5
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Greif B shares
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