Turtles Research
IJWJoin me on my quest to find cheap stocks around the world. And to find that bottom turtle.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 163 | Founded | 6 years ago | Last Issue | 6 days ago |
| Active | |||||
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turtlesresearch.comLatest Issues
Chinese net net at inflection point
Also closing Medios here
I will start of by saying I sold my Medios (ILM1) shares. Kind of lost faith in the company after last earnings report. Their reasons given for margin decline were rather weak. And without organic EB…
Book review/thoughts
In general I avoid value investing books these days. Many suffer from survivorship bias and are not very interesting. Or they are self promotion books. But when I saw Price Setting by Truman F. Belwey my interest was piqued as he heavily dr...
Quick update
On 2 stocks
China Automotive (CAAS) just reported and they will likely resume capital returns. I count $6/share in net cash & investments and likely $1.60 in eps in 2026 on a $4.5 share price… This was also inte…
An energy trust that hasn't run up yet
That should work out ok even with lower oil prices
The idea I have today is fairly simple although not that liquid trading about $180k/day. It is a net profit trust with acreage in the Permian and Haynesville. You don’t really need today’s...
Update and thoughts on Hormuz situation
And one new idea
One new idea and some updates on current ideas.
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| Subscribers | Engagement | 70 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
Writing short articles about mis-priced boring stocks around the world. And about various other topics that interest me.
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