Rock & Turner Investment Analysis
James Emanuel, Polymath Investor, Hugo NavarroEquity Investing: What's Hot & What's Not
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 212 | Founded | 4 years ago | Last Issue | 8 days ago |
| Active | |||||
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rockandturner.substack.comLatest Issues
Two Markets. Two Realities. One Reckoning.
Let’s just state the obvious right out of the gate: the markets are having a full-blown identity crisis, and they refuse to see a therapist about it.
Here we are, staring at an equity market that is literally a sneeze away from its all-tim...
Red Teaming The AI Investment Thesis
Red Teaming The AI Investment Thesis
This post was written in collaboration with Kevin Koharki (MBA, PhD), Associate Professor of Finance and Accounting at Purdue University and founder of CAE Consulting. Koharki advises Fortune 100 compan...
The Great Tax Escape: Moving Abroad
Don’t Get Trapped in a Taxation Spider’s Web
Every year, thousands of people search for the answer to the same question:
“What’s the best country to move to for tax purposes?”
Social media is full of videos promising “tax-free” lifestyle...
Executive Compensation: The Cobra Effect
The Cobra Effect In The Boardroom
Recently I published a post entitled ‘How Companies Lose Their Soul - And Take Your Money With Them’ which proved very popular. This post continues on the same theme.
The Cobra Effect
When inc...
The Most Mispriced Sector in the Market?
Three Compounding Payments Giants, One Opportunity, All Hiding in Plain Sight
While investors flock to the next shiny thing, currently AI and space related businesses, payments companies with far better unit economics have become unfas...
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Authors
The writers behind this newsletter.
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.
i write about stocks and how ideas from other fields improve investing. not investment advice.
I help investors find undervalued companies that are largely overlooked by analysts. Returns: 2025: 64.3% | YTD: 6.82%
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