The backlash against AI infrastructure spreading across the US may be the least of the industry’s problems. The real danger lies in the debt, private credit and off-balance-sheet structures...

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James Emanuel

A lawyer turned investor, he improves the fortunes of the companies in which he has a financial interest. His book, ‘Fabric of Success, Golden Threads Running Through the Tapestry of Every Great Business’ captures the essence of a great investment.

Polymath Investor

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

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I help investors find undervalued companies that are largely overlooked by analysts. Returns: 2025: 64.3% | YTD: 6.82%

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