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Turtles all the way down
Independent Research
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Turtles all the way down
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Location:
Netherlands
Joined:
03 September 2021
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bullish
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Atea Pharmaceuticals
•
13 Feb 2025 06:01
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Syndicated
Reviving two old ideas
I have again taken a position in Atea Pharma (AVIR). I wrote this up a little over a year ago and flipped it for about a 20% profit within a few...
Turtles all the way down
150 Views
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bearish
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Angiodynamics Inc
•
14 Jan 2025 06:15
•
Syndicated
Closing 5 ideas | Jan 13, 2025
I am taking several off the list, first one being Angiodynamics (ANGO) written up here . It jumped in the past week on a slightly improved forecast...
Turtles all the way down
189 Views
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bearish
•
Berry Global Group
•
28 Oct 2024 20:35
•
Syndicated
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...
Turtles all the way down
170 Views
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bullish
•
Berry Global Group
•
24 Oct 2024 19:41
•
Syndicated
Berry Global, Part II
This is a reactivation of an old idea Berry Global (BERY) that I wrote about 2 years ago. It is basically a roll up in the plastic packaging business.
Turtles all the way down
129 Views
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bullish
•
Lufax Holding
•
28 Sep 2024 05:33
•
Syndicated
Chinese Animal Spirits
I am quite sick so I will keep it short. I am closing Lufax (LU) here and would at least take something off the table for JD holdings (JD) ....
Turtles all the way down
538 Views
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