Rock & Turner Investment Analysis | James Emanuel | Substack

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Why This? Why Now?

Dec 20, 2022 •

Logic: The Investor’s Greatest Adversary

Logic is the art of going wrong with confidence

Jul 14 •

Investors Need To Be Nomadic Disciples

The Wisdom Of The Team That Compounded At 19.4% Annually For 13 Years

Jul 7 •

Insider Ownership: Friend or Foe?

Insiders' share ownership is not the reliable indicator many believe it to be

Jun 30 •

Investors: Grab A Slice Of Corporate Pizza

Investing In Equities? What Do You Really Own? Even Professionals Get This Wrong!

Jun 23

Most Popular

Portfolio Concentration | The Secret

Mar 24 • James Emanuel

Three Stories Every Investor Should Know

Mar 31 • James Emanuel

UnitedHealth Group | A Healthcare Giant

Jun 16 • James Emanuel

LVMH, Kering or Hermès - What? Why?

May 12 • James Emanuel

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Investment Ideas

UnitedHealth Group | A Healthcare Giant

Navigating Complexity while Presenting a Unique Investment Opportunity

Jun 16 •

Part 2: Capital Cycle Opportunity in PGMs

The Challenge Is Always Timing - For PGM Producers The Time May Be Now

May 28 •

Cyber Wars, Hackers and the Solution

21st Century Battles - Both Corporate and National - Are Being Fought In CyberSpace

May 21 •

Google: Great Value or a Value Trap?

When You've Reached The Top, It Isn't Always Clear What Comes Next

May 19 •

Timeless Wisdom

Logic: The Investor’s Greatest Adversary

Logic is the art of going wrong with confidence

Jul 14 •

Investors Need To Be Nomadic Disciples

The Wisdom Of The Team That Compounded At 19.4% Annually For 13 Years

Jul 7 •

Insider Ownership: Friend or Foe?

Insiders' share ownership is not the reliable indicator many believe it to be

Jun 30 •

Investors: Grab A Slice Of Corporate Pizza

Investing In Equities? What Do You Really Own? Even Professionals Get This Wrong!

Jun 23

Podcast

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Enterprise Group - Exciting New Chapter

An Investment Thesis That Goes From Strength To Strength

May 14 •

1:05:57

Cristiano Souza, Super Star Fund Manager

Achieving compounded returns of 19% - 24% annually for decades. How did he do it?

Apr 23 •

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Manolete Partners | Golden Opportunity

A Serial Compounder, Operating In A Niche Market With Little Competition

Jan 29 •

1:12:16

MOI Global | Best Ideas 2025

James Emanuel's Investment Pitch for Haivision

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