Rock & Turner Investment Analysis
James Emanuel, Polymath Investor, Hugo NavarroEquity Investing: What's Hot & What's Not
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 201 | Founded | 3 years ago | Last Issue | 8 days ago |
| Active | |||||
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rockandturner.substack.comLatest Issues
The Stock Market Crash of 2027
Markets are probability distributions, not straight lines. Understanding risk is the first step in pricing it. What follows is not a prediction, but a plausible path that markets still seem unwilling to price.
A Thought Exercise:...
dLocal: The Tollbooth In Emerging Markets
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Company: dLocal (NASDAQ: DLO)
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Market cap: $3.5 bn
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Enterprise value: $2.7 bn
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Net Cash: $800m
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Float: 30%
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EV/EBITDA: 6.9x
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Growth: strong double digit
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The Company & Its People
The company acts as a "toll...
The Machine is Killing the Data Tollbooth
There’s an argument circulating in the investment community. Every time I hear it, there’s a small part of me thinking something about it doesn’t hold up.
The argument goes like this: AI is not really eating software because the value stil...
Uber and the Economics of Winning in Tech
Attribution: this post was inspired by Harris Kupperman (‘Kuppy’) of Praetorian Capital.
Uber (UBER) was founded in 2009, riding the wave of the smart-phone revolution, and went public a decade later on May 10, 2019.
On the surface...
RELX: Structurally advantaged AI growth story
RELX plc and its CEO Erik Engstrom
DISCLAIMER & DISCLOSURE: The author holds no investment in RELX at the date of publication but that may change. The views expressed are those of the author and may change without notice. The author has no...
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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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