Rock & Turner Investment Analysis | James Emanuel | Substack

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Dec 20, 2022 •

UnitedHealth Group | A Healthcare Giant

Navigating Complexity while Presenting a Unique Investment Opportunity

Jun 16 •

The Next 10 Years: S&P500, Gold, Bitcoin?

Where Will You Put Your Money? Why? Does Your Strategy Need To Change?

Jun 9 •

Gulf Oil Pays 500% Dividend Yield

Exploring The True Cost of Equity ~ Invaluable Lessons From History

Jun 2 •

Part 2: Capital Cycle Opportunity in PGMs

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

May 28 •

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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

Gulf Oil Pays 500% Dividend Yield

Exploring The True Cost of Equity ~ Invaluable Lessons From History

Jun 2 •

Part 1: The Capital Cycle To Boost Returns

How Marathon Asset Management Sees What Others Miss

May 26 •

Industry Choices Matter | Choose Wisely

Some Sectors Perpetually Destroy Capital, While Others Create Wealth

Apr 28 •

Three Stories Every Investor Should Know

The only thing we learn from history, is that most people don't learn from history!

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Podcast

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Enterprise Group - Exciting New Chapter

An Investment Thesis That Goes From Strength To Strength

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Cristiano Souza, Super Star Fund Manager

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Manolete Partners | Golden Opportunity

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

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MOI Global | Best Ideas 2025

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