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The Stock Market Crash of 2027
How Three Mega-IPOs Could Break The Market: SpaceX, OpenAI & Anthropic
Jun 2
•
James Emanuel
,
Polymath Investor
, and
Hugo Navarro
171
25
42
Are You Losing A Game You Should Win?
Good Bets Still Destroy Portfolios: The Hidden Trap of Compounding
Apr 21
•
James Emanuel
101
19
24
Topicus Pt. 1, The Student Becomes the Master
How the Constellation Software spin-off subsidiary is rewriting the play book
Oct 8, 2025
•
James Emanuel
70
26
12
Wise: The Holy Grail Investment?
How Wise is weaponizing the exact same playbook as Amazon, Costco, and GEICO to dominate in global finance.
Jun 9
•
James Emanuel
73
18
10
Manolete Partners | Special Investment
An Extraordinary Business Model With The Ability For Long-Term Compounding
Jan 27, 2025
•
James Emanuel
44
135
20
Topicus Pt. 2, How To Value Topicus
Navigating the complexity of a labyrinth ownership structure
Oct 24, 2025
•
James Emanuel
48
7
7
Is Novo Nordisk Better Than Eli Lilly?
The Powerhouse from Bagsværd at an Attractive Valuation
May 5, 2025
•
James Emanuel
43
31
29
Adyen, King of Payments
2026 Investment Thesis Update
Jun 19
•
James Emanuel
39
14
3
Portfolio Concentration | The Secret
Harder Than It Looks, Poorly Understood, Easy When You Know How
Mar 24, 2025
•
James Emanuel
33
16
2
Ashtead Technology Holdings: Mispriced?
Is Mr. Market very wrong? Or am I missing something?
Mar 17
•
James Emanuel
37
16
6
Reece Duca | Learn From The Best
From $2,000 to Billions: The Investor Who Chose Time Over Noise
Feb 13
•
James Emanuel
35
9
6
LVMH, Kering or Hermès - What? Why?
Difficult Questions: What's Behind Successful Luxury Brands - Is It Just An Illusion?
May 12, 2025
•
James Emanuel
32
16
7
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