Archive - Rock and Turner Investment Analysis

Anthony Deden | Learn From The Best

What Makes A Great Business?

Nov 19 •

MOI Global | James Emanuel Interview

Alex Gilchrist of MOI and James discuss the book 'Fabric of Success' and much more

Nov 15 •

1:43:26

Melrose Industries | A Pivotal Moment

A very interesting aerospace engineering opportunity

Nov 13 •

The 4% of Companies Worth Holding

Which Are They? Do You Own Them? Is Now The Time To Buy Them?

Nov 11 •

Nexus Infrastructure | Special Situation

A Restructured Special Situation Attractively Priced

Nov 5 •

Mental Model #4 | Ideas Have No Value

Beyond the Idea: Why Execution and Leadership Matter for Investment Success

Nov 4 •

October 2024

Good Time For A Slice Of Yellow Cake?

A Tangential Way To Ride The AI Revolution With An Environmental Tailwind

Oct 30 •

Mental Models #3 | Fundamentally Different

This podcast is the latest in our series on mental models.

Oct 28 •

9:11

Mental Models #3 | Fundamentally Different

Creating A Business That Is Incrementally Better Is Rarely Enough To Succeed

Oct 28 •

Kwak Noh-Jung and the Rise of SK Hynix

The High Bandwidth Memory (HBM) Revolution Powering AI, But Is It Investable?

Oct 25 •

Special Episode | Destabilizing The Existing Global Order

BRICS summit, Kazan, Russia, 22-24 October 2024

Oct 22 •

16:18

Mental Models #2 | Democratization

Podcast discussing the article of the same name

Oct 21 •

8:05

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