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Investment Ideas
Timeless Wisdom
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Why This? Why Now?
Dec 20, 2022
•
James Emanuel
5
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
107
16
18
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
21
5
2
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
16
1
Most Popular
View all
The Stock Market Crash of 2027
Jun 2
•
James Emanuel
,
Polymath Investor
, and
Hugo Navarro
107
16
18
Are You Losing A Game You Should Win?
Apr 21
•
James Emanuel
99
19
24
Topicus Pt. 1, The Student Becomes the Master
Oct 8, 2025
•
James Emanuel
68
23
12
Manolete Partners | Special Investment
Jan 27, 2025
•
James Emanuel
44
118
18
Over 10,000 Subscribers - Join Us Today
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Investment Ideas
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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
21
5
2
RELX: Structurally advantaged AI growth story
How the transformation from Print to Digital to AI places RELX in pole position
May 12
•
James Emanuel
16
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
29
6
3
Ashtead Technology Holdings: Mispriced?
Is Mr. Market very wrong? Or am I missing something?
Mar 17
•
James Emanuel
36
15
5
Timeless Wisdom
View all
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
16
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
29
2
3
Are You Losing A Game You Should Win?
Good Bets Still Destroy Portfolios: The Hidden Trap of Compounding
Apr 21
•
James Emanuel
99
19
24
Podcast
View all
59:28
Interview: Kinsale Capital CEO, Michael Kehoe
Watch now (59 mins) | A differentiated pure play E&S insurance company with a huge competitive advantage.
Apr 14
•
James Emanuel
29
7
1
55:59
The Dangerous Game Investors Are Playing
I Bet You're Over Valuing The Mag-7, So Your Valuation Model Needs Tweaking
Feb 23
•
James Emanuel
11
11
7
1:06:59
Kingsway Corporation (CEO Interview)
Interview with JT Fitzgerald, CEO of Kingsway Corp (KWY)
Feb 7
•
James Emanuel
16
6
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
17
9
4
Topical
View all
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
107
16
18
Is This The End Of The HyperScaler Bull Run?
Reading between the lines of Q1 Earnings from Alphabet, Microsoft, Meta and Amazon
May 1
•
James Emanuel
33
11
1
The Toll-Bridge Economy: How Capitalism Turned from Growth to Extraction
The rich took the elevator, everyone else uses the stairs & fragility crept in the back door.
Apr 24
•
James Emanuel
26
5
3
Recommendations
View all 23
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Hugo Navarro
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The Multibagger Playbook
The Multibagger Playbook
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