Subscribe
Sign in
Home
Podcast
Notes
Chat
Investment Ideas
Timeless Wisdom
Topical
About
Timeless Wisdom
Latest
Top
Discussions
The Great Tax Escape: Moving Abroad
Don’t Get Trapped in a Taxation Spider’s Web
Jul 1
•
James Emanuel
15
2
2
Executive Compensation: The Cobra Effect
How Goodhart’s and Campbell’s Laws Explain Executive Pay Failures
Jun 25
•
James Emanuel
24
4
1
The Machine is Killing the Data Tollbooth
The way we consume data is changing. Data providers need to evolve... fast.
May 26
•
James Emanuel
17
12
2
Uber and the Economics of Winning in Tech
The Illusion of Tech Sector Attractiveness: When Winning Destroys Value
May 18
•
James Emanuel
17
1
The Misunderstood Core of Every Investment
Value the essence of the trade, not its packaging - This is where most go wrong
May 6
•
James Emanuel
30
2
3
Are You Losing A Game You Should Win?
Good Bets that Destroy Portfolios: The Hidden Trap of Compounding
Apr 21
•
James Emanuel
101
20
24
Tidal Wave of Capital Hits E&S Insurance Lines
Navigating the E&S Insurance Cycle in 2026
Apr 14
•
James Emanuel
21
4
1
How Companies Lose Their Soul - And Take Your Money With Them
A small number of companies create wealth: as for the rest, investors beware!
Apr 10
•
James Emanuel
28
3
4
No! Dividends and Buybacks aren't equivalent!
They're not interchangeable, not the same and not even remotely similar!
Mar 17
•
James Emanuel
21
13
2
The Taming of the Black Swan
Stock market Black Swans, once unpredictable and dangerous, have become far more civilized.
Mar 3
•
James Emanuel
19
6
2
Schumpeter's Creative Destruction in Software
Survival of the Fittest: The new AI Environment is forcing Evolutionary Change
Feb 18
•
James Emanuel
17
1
4
Is AWS Losing Market Share?
Are Microsoft Azure and Google GCP gaining ground on Amazon's AWS?
Feb 14
•
James Emanuel
15
1
2
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
