Rock & Turner Investment Analysis
James EmanuelEquity Investing: What's Hot & What's Not
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 197 | Founded | 3 years ago | Last Issue | 8 days ago |
| Active | |||||
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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...
The Misunderstood Core of Every Investment
Value the Essence of the Trade, Not its Packaging
I stood on a stage before an auditorium of Wall Street’s finest. You know the type. Sharp suits, big egos and salaries that are difficult to justify. These are the players in the modern...
Is This The End Of The HyperScaler Bull Run?
It has been argued that the primary driver of sky high tech-sector valuations has been a huge reflexivity loop which may be about to break, as revealed in the hyperscaler Q1 earnings this week.
First, let’s understand how the reflexivity l...
ServiceNow, or Service Some Other Time?
ServiceNow (NOW) logo
DISCLAIMER & DISCLOSURE: The author holds no investment in ServiceNow 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 duty o...
The Toll-Bridge Economy: How Capitalism Turned from Growth to Extraction
For decades, the promise of modern capitalism rested on a simple, positive-sum bargain: work hard, contribute to growth, and in time you could own a piece of the kingdom. Effort, discipline, and patience were meant to convert labour into ca...
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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.
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