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List of current Open and Closed Ideas and other posts
TABLE OF CONTENTS: for navigating this newsletter
Feb 21, 2024
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IJW
14
8
1
Latest
Top
Discussions
Turtles Research Ceasing paywall in 6 months
Will continue writing for another 6 months
Jan 12
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IJW
12
7
1
Closing a view ideas
And overview of my current holdings in order of conviction
Jan 7
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IJW
1
3 new positions
One Chinese and 2 US ones
Jan 5
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IJW
3
1
Potential compounder with a catalyst?
New CEO + margin expansion + potential 0 revenue asset monetization
Dec 30, 2025
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IJW
1
Large Update
Some new names and closing some positions and update on my project
Dec 5, 2025
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IJW
3
1
Another insider trade
Lufax again this time
Sep 26, 2025
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IJW
10
3
Quick idea
Growth with catalysts
Sep 17, 2025
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IJW
7
3
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