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Platform biotech with 2 approved drugs
A mispriced lottery ticket
Apr 18
•
IJW
3
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Platform biotech with 2 approved drugs
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2
Chinese recycler
At a 7x 2024 PE with a long runway for growth
Apr 9
•
IJW
6
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Chinese recycler
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Chinese biotech with multibagger potential trading at 7x PE
With several upcoming potential blockbuster drugs
Apr 5
•
IJW
8
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Chinese biotech with multibagger potential trading at 7x PE
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March 2024
Update on active Ideas
China edition (mostly)
Mar 27
•
IJW
15
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Update on active Ideas
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16
Dada Nexus
Significant operating leverage about to kick in
Mar 22
•
IJW
12
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Dada Nexus
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6
Quick Ideas #9
LU and back into YI
Mar 20
•
IJW
7
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Quick Ideas #9
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Quick Ideas #8
DOYU, NOAH
Mar 19
•
IJW
7
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Quick Ideas #8
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3
Origin Enterprises
Agri-services company at 6x earnings returning capital
Mar 15
•
IJW
15
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Origin Enterprises
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7
Some Updates #2
One new idea, and closing one
Mar 6
•
IJW
13
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Some Updates #2
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February 2024
Random Interesting Links #4
History edition
Feb 24
•
IJW
18
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Random Interesting Links #4
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1
List of current Open and Closed Ideas and other posts
TABLE OF CONTENTS: for navigating this newsletter
Feb 21
•
IJW
11
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List of current Open and Closed Ideas and other posts
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Fundamental vs Derivative
A useful mental model?
Feb 18
•
IJW
9
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Fundamental vs Derivative
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3
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