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Royalty King: Universal Music Group
When It's Raining Gold, Put Out A Bucket!
Jul 31
•
James Emanuel
25
12
2
Spending the Kids' Inheritance: SAGA Plc
The Ultimate High-Convexity Equity Stub: When a highly leveraged turnaround pays down debt, the mathematical reality for shareholders can be explosive.
Jul 21
•
James Emanuel
19
1
1
Red Teaming The AI Investment Thesis
Testing Strength Through Strategic Attack; Uncovering Weaknesses
Jul 8
•
James Emanuel
37
6
8
Adyen, King of Payments
2026 Investment Thesis Update
Jun 19
•
James Emanuel
40
15
5
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
dLocal: The Tollbooth In Emerging Markets
Companies wanting exposure to rapidly growing economies need different kinds of payment solutions. The answer: dLocal
May 27
•
James Emanuel
31
15
5
RELX: Structurally advantaged AI growth story
How the transformation from Print to Digital to AI places RELX in pole position
May 12
•
James Emanuel
19
3
1
ServiceNow, or Service Some Other Time?
Is this the most powerful enterprise software company of the AI era? Is it a buy?
Apr 29
•
James Emanuel
28
6
3
Ashtead Technology Holdings: Mispriced?
Is Mr. Market very wrong? Or am I missing something?
Mar 17
•
James Emanuel
38
16
6
Should LSEG Move Its Listing To New York?
The ultimate market irony | A moment of almost perfect symbolism
Mar 10
•
James Emanuel
15
5
1
Berkshire Hathaway & Geothermal Power: A Data Center Solution?
Berkshire Hathaway thinks not. At least not yet!
Mar 5
•
James Emanuel
19
2
1
Who Holds the Real Power in the AI Race?
Second Level Thinking | Picks and Shovels
Jan 21
•
James Emanuel
28
20
4
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