Subscribe
Sign in
Home
Podcast
Notes
Chat
Investment Ideas
Timeless Wisdom
Topical
About
Join Our Investment Community
Why This? Why Now?
Dec 20, 2022
•
James Emanuel
3
Billington Holdings
Structural steel & engineering activities throughout the UK and European markets
Jan 16
•
James Emanuel
7
2
1
Alpha? Why Beat the Market?
Who want's to beat the market anyway? It's like a dog chasing its own tail!
Jan 14
•
James Emanuel
11
2
2
Profit: Purpose, or Consequence?
A Case Against Shareholder Primacy and the Rise of the “Statistical Mirage”
Jan 8
•
James Emanuel
11
5
Kingsway Financial Services | A Hidden Gem
The Secret 35% CAGR Asset Class & Only One U.S. Listed Company Playing In This Space
Dec 22, 2025
•
James Emanuel
12
Most Popular
View all
Topicus Pt. 1, The Student Becomes the Master
Oct 8, 2025
•
James Emanuel
48
17
5
Manolete Partners | Special Investment
Jan 27, 2025
•
James Emanuel
41
96
18
Portfolio Concentration | The Secret
Mar 24, 2025
•
James Emanuel
32
16
2
Topicus Pt. 2, How To Value Topicus
Oct 24, 2025
•
James Emanuel
38
7
7
Over 4,900 Subscribers - Join Us Today
Subscribe
Investment Ideas
View all
Billington Holdings
Structural steel & engineering activities throughout the UK and European markets
Jan 16
•
James Emanuel
7
2
1
Kingsway Financial Services | A Hidden Gem
The Secret 35% CAGR Asset Class & Only One U.S. Listed Company Playing In This Space
Dec 22, 2025
•
James Emanuel
12
Gerresheimer | Special Situation In A Glass Vial
A Market Leader Supplying Mission Critical Products In Oversold Territory
Dec 15, 2025
•
James Emanuel
10
8
East-West or Bust: CoreWeave, Oracle, Google?
How Many AI Investors Really Understand What They Are Investing In?
Dec 11, 2025
•
James Emanuel
16
4
3
Timeless Wisdom
View all
Alpha? Why Beat the Market?
Who want's to beat the market anyway? It's like a dog chasing its own tail!
Jan 14
•
James Emanuel
11
2
2
Profit: Purpose, or Consequence?
A Case Against Shareholder Primacy and the Rise of the “Statistical Mirage”
Jan 8
•
James Emanuel
11
5
The Intelligent Investor's Bookshelf
Holiday Season Is Coming - A Book Makes A Great Gift
Dec 1, 2025
•
James Emanuel
and
Polymath Investor
23
4
5
Mental Models #7 | A Profitability Ratio Toolkit
There's more to return metrics than meets the eye. Learn to use them to your advantage.
Nov 25, 2025
•
James Emanuel
9
2
Podcast
View all
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
14
9
3
9:49
Sundar Pichai Interview | "Is AI a Bubble?"
Listen to the views of Sundar Pichai, CEO of Google owner Alphabet
Nov 18, 2025
•
James Emanuel
9
4
2
17:40
The Market’s Love Affair with Instant Gratification & The Art of Investor Alignment
The Value of Time and How to Profit from It
Oct 15, 2025
•
James Emanuel
7
1
1:03:51
Fairfax India, The Programmatic Acquirer
Gateway to India, part 3 is the series on Acquisition-as-a-Business
Sep 17, 2025
•
James Emanuel
11
9
2
Topical
View all
Murder of the American Dream
Debt, Asset Inflation, and the Neo-Feudalist Housing Trap
Dec 18, 2025
•
James Emanuel
10
1
Nightmare on Wall Street | Valuations Slashed
How Profit Margins Are Coming Back To Haunt Us — It's Not A Dream, This Is Real!
Nov 19, 2025
•
James Emanuel
29
2
6
Beat the S&P500? Mathematically Impossible!
How then do we measure the performance of an active fund manager?
Oct 10, 2025
•
James Emanuel
13
4
1
Recommendations
View all 21
Neural Foundry Substack
Neural Foundry
The Value Road
The Value Road
Undervalued and undercovered
Hugo Navarro
Macro Mornings 💡
Alessandro (Macro Strategist)
Compound with René
René Sellmann
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
