Independent Research, Turtles all the way down

Turtles all the way down

Independent Research

Writing short articles about mis-priced boring stocks around the world.

Equity Bottom-Up

<ul><li>A list of my current active ideas are at the bottom of this write-up.</li><li>I thought I would do a follow up on my Pagseguro (PAGS) article last month, as the write-up was a bit too brief.</li><li>It was mentioned in the comment section that PIX is the reason the stock is cheap and that it will take market share from Credit Cards in Brazil.</li></ul>

A list of my current active ideas are at the bottom of this write-up.I thought I would do a follow up on my Pagseguro (PAGS) article last month, as the write-up was a bit too brief.It was mentioned in the comment section that PIX is the reason the stock is cheap and that it will take market share from Credit Cards in Brazil.

China

111, Inc. operates as a digital and mobile healthcare platform. The Company offers pharmacy distribution, medical consultancy, e-prescription, and other services. 111 serves patients in China.

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111 Inc (YI US)

Updates on PAGS, YI, SBSAA

A list of my current active ideas are at the bottom of this write-up. I thought I would do a follow up on my Pagseguro (PAGS) article last month,...

Turtles all the way down

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52-week Range

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