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Become A Member Of Our Investment Community
Why This? Why Now?
Dec 20, 2022
•
James Emanuel
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Become A Member Of Our Investment Community
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Nexus Infrastructure | Special Situation
A Restructured Special Situation Attractively Priced
Nov 5
•
James Emanuel
2
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Nexus Infrastructure | Special Situation
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Mental Model #4 | Ideas Have No Value
Beyond the Idea: Why Execution and Leadership Matter for Investment Success
Nov 4
•
James Emanuel
1
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Mental Model #4 | Ideas Have No Value
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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
•
James Emanuel
4
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Good Time For A Slice Of Yellow Cake?
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Mental Models #3 | Fundamentally Different
This podcast is the latest in our series on mental models.
Oct 28
•
James Emanuel
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Mental Models #3 | Fundamentally Different
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9:11
Mental Models #3 | Fundamentally Different
Creating A Business That Is Incrementally Better Is Rarely Enough To Succeed
Oct 28
•
James Emanuel
3
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Mental Models #3 | Fundamentally Different
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Kwak Noh-Jung and the Rise of SK Hynix
The High Bandwidth Memory (HBM) Revolution Powering AI, But Is It Investable?
Oct 25
•
James Emanuel
2
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Kwak Noh-Jung and the Rise of SK Hynix
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Special Episode | Destabilizing The Existing Global Order
BRICS summit, Kazan, Russia, 22-24 October 2024
Oct 22
•
James Emanuel
2
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Special Episode | Destabilizing The Existing Global Order
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