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Why This? Why Now?
Dec 20, 2022
•
James Emanuel
4
Equity Investors Could Learn From Art History
The Artist is more important than the Art; the same is true of the Entrepreneur and his Business
Feb 11
•
James Emanuel
5
3
Kingsway Financial Services (CEO Interview)
Interview with JT Fitzgerald, CEO of Kingsway Financial Services (KFS)
Feb 7
•
James Emanuel
12
2
1:06:59
Who Holds the Real Power in the AI Race?
Second Level Thinking | Picks and Shovels
Jan 21
•
James Emanuel
26
20
3
A Remarkable Discovery At Fidelity
Dead People Outperform The Living When It Comes To Investing!
Jan 20
•
James Emanuel
9
5
1
Most Popular
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Topicus Pt. 1, The Student Becomes the Master
Oct 8, 2025
•
James Emanuel
57
19
7
Manolete Partners | Special Investment
Jan 27, 2025
•
James Emanuel
41
96
18
Topicus Pt. 2, How To Value Topicus
Oct 24, 2025
•
James Emanuel
41
7
7
Portfolio Concentration | The Secret
Mar 24, 2025
•
James Emanuel
33
16
2
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Investment Ideas
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Who Holds the Real Power in the AI Race?
Second Level Thinking | Picks and Shovels
Jan 21
•
James Emanuel
26
20
3
Billington Holdings
Structural steel & engineering activities throughout the UK and European markets
Jan 16
•
James Emanuel
12
3
1
Kingsway Financial Services | A Hidden Gem
The Secret 35% CAGR Asset Class & Only One U.S. Listed Company Playing In This Space
Dec 22, 2025
•
James Emanuel
12
Gerresheimer | Special Situation In A Glass Vial
A Market Leader Supplying Mission Critical Products In Oversold Territory
Dec 15, 2025
•
James Emanuel
10
8
Timeless Wisdom
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Equity Investors Could Learn From Art History
The Artist is more important than the Art; the same is true of the Entrepreneur and his Business
Feb 11
•
James Emanuel
5
3
A Remarkable Discovery At Fidelity
Dead People Outperform The Living When It Comes To Investing!
Jan 20
•
James Emanuel
9
5
1
Alpha? Why Beat the Market?
Who want's to beat the market anyway? It's like a dog chasing its own tail!
Jan 14
•
James Emanuel
18
4
3
Profit: Purpose, or Consequence?
A Case Against Shareholder Primacy and the Rise of the “Statistical Mirage”
Jan 8
•
James Emanuel
13
5
Podcast
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1:06:59
Kingsway Financial Services (CEO Interview)
Interview with JT Fitzgerald, CEO of Kingsway Financial Services (KFS)
Feb 7
•
James Emanuel
12
2
1:15:26
Judges Scientific | UK Programmatic Acquirer
Fund Manager Chris Waller of Plural Investing shares his investment thesis on this compounding machine of a business
Dec 8, 2025
•
James Emanuel
15
9
3
9:49
Sundar Pichai Interview | "Is AI a Bubble?"
Listen to the views of Sundar Pichai, CEO of Google owner Alphabet
Nov 18, 2025
•
James Emanuel
9
4
2
17:40
The Market’s Love Affair with Instant Gratification & The Art of Investor Alignment
The Value of Time and How to Profit from It
Oct 15, 2025
•
James Emanuel
7
1
Topical
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Murder of the American Dream
Debt, Asset Inflation, and the Neo-Feudalist Housing Trap
Dec 18, 2025
•
James Emanuel
11
1
Nightmare on Wall Street | Valuations Slashed
How Profit Margins Are Coming Back To Haunt Us — It's Not A Dream, This Is Real!
Nov 19, 2025
•
James Emanuel
29
2
6
Beat the S&P500? Mathematically Impossible!
How then do we measure the performance of an active fund manager?
Oct 10, 2025
•
James Emanuel
13
4
1
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