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Why This? Why Now?
Dec 20, 2022
•
James Emanuel
4
Is AWS Losing Market Share?
Are Microsoft Azure and Google GCP gaining ground on Amazon's AWS?
Feb 14
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James Emanuel
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1
1
Reece Duca | Learn From The Best
From $2,000 to Billions: The Investor Who Chose Time Over Noise
Feb 13
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James Emanuel
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7
5
Equity Investors Could Learn From Art History
The Artist is more important than the Art; the same is true of the Entrepreneur and his Business
Feb 11
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James Emanuel
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3
Kingsway Financial Services (CEO Interview)
Interview with JT Fitzgerald, CEO of Kingsway Financial Services (KFS)
Feb 7
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James Emanuel
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2
1:06:59
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Topicus Pt. 1, The Student Becomes the Master
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James Emanuel
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19
7
Manolete Partners | Special Investment
Jan 27, 2025
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James Emanuel
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96
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Topicus Pt. 2, How To Value Topicus
Oct 24, 2025
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James Emanuel
41
7
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Portfolio Concentration | The Secret
Mar 24, 2025
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James Emanuel
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Investment Ideas
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Who Holds the Real Power in the AI Race?
Second Level Thinking | Picks and Shovels
Jan 21
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James Emanuel
27
20
3
Billington Holdings
Structural steel & engineering activities throughout the UK and European markets
Jan 16
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James Emanuel
12
3
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
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James Emanuel
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Gerresheimer | Special Situation In A Glass Vial
A Market Leader Supplying Mission Critical Products In Oversold Territory
Dec 15, 2025
•
James Emanuel
10
8
Timeless Wisdom
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Is AWS Losing Market Share?
Are Microsoft Azure and Google GCP gaining ground on Amazon's AWS?
Feb 14
•
James Emanuel
10
1
1
Reece Duca | Learn From The Best
From $2,000 to Billions: The Investor Who Chose Time Over Noise
Feb 13
•
James Emanuel
21
7
5
Equity Investors Could Learn From Art History
The Artist is more important than the Art; the same is true of the Entrepreneur and his Business
Feb 11
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James Emanuel
11
3
A Remarkable Discovery At Fidelity
Dead People Outperform The Living When It Comes To Investing!
Jan 20
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James Emanuel
9
5
1
Podcast
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1:06:59
Kingsway Financial Services (CEO Interview)
Interview with JT Fitzgerald, CEO of Kingsway Financial Services (KFS)
Feb 7
•
James Emanuel
13
2
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
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James Emanuel
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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
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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
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James Emanuel
7
1
Topical
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Murder of the American Dream
Debt, Asset Inflation, and the Neo-Feudalist Housing Trap
Dec 18, 2025
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James Emanuel
11
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
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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
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James Emanuel
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1
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