Turtles all the way down!

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Quick ideas #2
2 new ones and closing 1
May 17 • 
IJW
13
4
New
Top
Community
The Michigan state lottery
A multi million $ bill laying on the sidewalk
May 11 • 
IJW
10
Updates on PAGS, YI, SBSAA
Closing GTXAP and MVC
Apr 25 • 
IJW
13
5
Pagseguro, a cheap compounder?
Brazilian Fintech leader for 8x earnings
Mar 16 • 
IJW
9
11
Updates and rebalancing #1
Closing 2 positions and adding 2 others
Mar 16 • 
IJW
8
9
Greentree Hospitality
A forgotten Chinese reopening play
Mar 14 • 
IJW
8
2
Quick ideas #1
And a few closures
Feb 24 • 
IJW
10
12
A few new positions
And some commentary on previously mentioned stocks
Feb 15 • 
IJW
14
2
Turtles all the way down!
Turtles all the way down!
Brief write-ups about cheap stocks around the world.
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Turtles all the way down!

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Turtles all the way down!

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Turtles all the way down!

Brief write-ups about cheap stocks around the world.

By IJW
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