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Why This? Why Now?
Dec 20, 2022
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James Emanuel
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Become A Member Of Our Investment Community
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Anexo | A Charlie Munger 'Fat Man' Opportunity
Jul 14, 2023
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James Emanuel
9
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Anexo | A Charlie Munger 'Fat Man' Opportunity
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How Dividends Destroy Shareholder Value
Sep 10
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James Emanuel
11
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How Dividends Destroy Shareholder Value
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Ingles or Ingle's? Who Cares, It's Cheap!
Oct 1
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James Emanuel
11
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Ingles or Ingle's? Who Cares, It's Cheap!
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19
Enterprise Group | The Soaring Eagle
Oct 11
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James Emanuel
9
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Enterprise Group | The Soaring Eagle
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Investment Ideas
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Melrose Industries | A Pivotal Moment
A very interesting aerospace engineering opportunity
Nov 13
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James Emanuel
6
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Melrose Industries | A Pivotal Moment
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Nexus Infrastructure | Special Situation
A Restructured Special Situation Attractively Priced
Nov 5
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James Emanuel
6
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Nexus Infrastructure | Special Situation
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Good Time For A Slice Of Yellow Cake?
A Tangential Way To Ride The AI Revolution With An Environmental Tailwind
Oct 30
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James Emanuel
6
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Good Time For A Slice Of Yellow Cake?
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Anthony Deden | Learn From The Best
What Makes A Great Business?
Nov 19
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James Emanuel
4
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Anthony Deden | Learn From The Best
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The 4% of Companies Worth Holding
Which Are They? Do You Own Them? Is Now The Time To Buy Them?
Nov 11
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James Emanuel
3
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The 4% of Companies Worth Holding
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Mental Model #4 | Ideas Have No Value
Beyond the Idea: Why Execution and Leadership Matter for Investment Success
Nov 4
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James Emanuel
2
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Mental Model #4 | Ideas Have No Value
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Rock and Turner Investment Analysis
Equity Investing: What's Hot & What's Not
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