Substacks recommended by James Emanuel | Rock & Turner Investment Analysis

Recommended by James Emanuel

Compound with René

By Quality Investing with René Sellmann

More signal, less noise – invest intelligently in high-quality stocks!

Thought provoking well written content

- James Emanuel

FluentInQuality

By Yorrin

Equity analyst and researcher guiding you to find and invest in high-quality small- and mid-cap companies that deliver exceptional returns, outperforming the market over the long term.

Identifies high quality businesses

- James Emanuel

Neural Foundry Substack

My personal Substack

Excellent tech content

- James Emanuel

Macro Mornings 💡

By Alessandro (Macro Strategist)

Macro Mornings is a Top 1% investing newsletter globally, delivering investment strategies and macroeconomic trend analysis. Get weekly updates with clear and concise summaries of the most important market news.

Great content focused on Macro Economics

- James Emanuel

Kingswell

Get rich slow with timeless lessons from Warren Buffett, Charlie Munger, and many other legendary investors.

Excellent focused writing on Berkshire Hathaway

- James Emanuel

AI Download

By Brad Calloway

Get smarter about AI. Join 15,000+ people from companies like Microsoft, Apple, & Meta.

Quirky anecdotes about businesses well worth reading

- James Emanuel

Polymath Investor

i write about stocks and how ideas from other fields improve investing. Not investment advice.

Thought provoking and well written.

- James Emanuel

Market Moves by GBC

By Golden Bear Capital

Operators and ex‑CEOs analyzing companies like people who’ve run them, then timing entries with disciplined, technical trading. Unlock Market Potential and Swing to Financial Freedom.

The Value Road

I research nano and micro-cap value stocks. Margin of safety over everything. Anything off the beaten path.

Undervalued and undercovered

By Hugo Navarro

I am a passionate investor eager to share my reports on companies that are undervalued compared to the market and their peers, and are undercovered by analysts.

A remarkable ability to reveal undiscovered stocks

- James Emanuel

Latticework by MOI Global

By John Mihaljevic

Latticework, powered by MOI Global, brings together intelligent investors on a journey of lifelong learning.

The Options Oracle

By Edward Corona

Daily trade ideas and technical analysis built around the Wheel Strategy, with a focus on selling cash-secured puts, covered calls, and premium income—prioritizing consistency, discipline, and smart risk management with a probability-driven approach.

An alternative perspective on investing opportunities from a technical analysis perspective

- James Emanuel

Silba

Warning: Contains detailed analysis of small-caps that Bloomberg Terminal hasn't noticed yet. Your portfolio might get ideas.

Deep dives into overlooked European mid/small-caps. A continental perspective on companies that don't get much English-language coverage.

- James Emanuel

Investment theses in Small Caps & Macroeconomic analysis

By MORAM Capital

Portfolio Management focused on Small caps & Macro | Subscribe to receive each Sunday, an investment thesis or macroeconomic article in your mailbox

Excellent insightful reading. Carlos has a similar investment style to my own.

- James Emanuel

DIY Investor's Newsletter

Beating the SPY and QQQ on the side as an engineer. Join for practical tools and systems if you are busy with life and work like me, but would like to achieve reasonable returns.

An approach which is entirely different to my own. Very formulaic and scientific in style, but very thought provoking and insightful nonetheless. Well worth a read.

- James Emanuel

The Hermit

By Alejandro Yela

Institutional-grade research on overlooked small caps. Primary data, mosaic theory, and live portfolio tracking.

Margin of Sanity

A place for investment analysis, stock ideas, and general musings on the markets/investing.

An excellent resource, both written and podcast

- James Emanuel

Don Wharton Victoria, BC

Don Wharton Chairman of SureSwift Capital, a data-driven serial acquirer of profitable businesses. I also talk about emerging compounders focused on rolling-up smaller companies.

Hidden Gems Investing

By Chris Waller

30 page reports and primary research on 'hidden gems' in the small cap value space.

Deep dives into interesting investment ideas

- James Emanuel

Compound & Fire

Deep dives into quality companies from a finance manager turned investing nerd.

Detailed well drafted analysis

- James Emanuel

Maverick Equity Research

Independent Investment & Economic Researcher. Stocks, bonds & more. U.S. and Switzerland focus. Differentiated reports, deep dives, trading ideas, charts. Risk management & hedging for an all weather portfolio. A Roger Federer fan ...

A world in charts - thought provoking

- James Emanuel