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Artwork for Turtles all the way down!

Turtles all the way down!

IJW

Join me on my quest to find cheap stocks around the world. And to find that bottom turtle.

Platform
Substack
PricingFreemiumPublishesWeekly
Issues109SubscribersRead turtlesresearch.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Was the VOC company really worth trillions?

I'm sure everyone has seen comparisons of the VOC company, which operated in the 17th and 18th century, to modern day companies like Apple. This is the first image that pops up on Google when I search it:

a month ago
3
3

Closing 5 ideas

First I sold my Berry Global (BERY) shares (mentioned here a few days ago) and my opinion on the spin-off transaction went from being neutral to slightly positive to neutral to slightly negative. Probably should have looked into it deeper, ...

2 months ago
8
4

Berry Global, part II

Well apologies for not spacing out my blog posts better, but good ideas just seem to come to me lately. No paywall on this one.

2 months ago
4
5

Mission critical SaaS company

At inflection point for only 1.2-1.3x revenue

2 months ago
1
0
Paid

Authors

The writers behind this newsletter.

  • IJW

    Writing short articles about mis-priced boring stocks around the world. And about various other topics that interest me.

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