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Why This? Why Now?

Dec 20, 2022 • James Emanuel

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

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

The Machine is Killing the Data Tollbooth

The way we consume data is changing. Data providers need to evolve... fast.

May 26 • James Emanuel

Uber and the Economics of Winning in Tech

The Illusion of Tech Sector Attractiveness: When Winning Destroys Value

May 18 • James Emanuel

Most Popular

The Stock Market Crash of 2027

Jun 2 • James Emanuel, Polymath Investor, and Hugo Navarro

Are You Losing A Game You Should Win?

Apr 21 • James Emanuel

Topicus Pt. 1, The Student Becomes the Master

Oct 8, 2025 • James Emanuel

Manolete Partners | Special Investment

Jan 27, 2025 • James Emanuel

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Investment Ideas

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

RELX: Structurally advantaged AI growth story

How the transformation from Print to Digital to AI places RELX in pole position

May 12 • James Emanuel

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

Ashtead Technology Holdings: Mispriced?

Is Mr. Market very wrong? Or am I missing something?

Mar 17 • James Emanuel

Timeless Wisdom

The Machine is Killing the Data Tollbooth

The way we consume data is changing. Data providers need to evolve... fast.

May 26 • James Emanuel

Uber and the Economics of Winning in Tech

The Illusion of Tech Sector Attractiveness: When Winning Destroys Value

May 18 • James Emanuel

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

Are You Losing A Game You Should Win?

Good Bets Still Destroy Portfolios: The Hidden Trap of Compounding

Apr 21 • James Emanuel

Podcast

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

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

1:06:59

Kingsway Corporation (CEO Interview)

Interview with JT Fitzgerald, CEO of Kingsway Corp (KWY)

Feb 7 • James Emanuel

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

Topical

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

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

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

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