Rock & Turner Investment Analysis
James Emanuel, Polymath Investor, Hugo NavarroEquity Investing: What's Hot & What's Not
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 216 | Founded | 4 years ago | Last Issue | 12 days ago |
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rockandturner.substack.comLatest Issues
Royalty King: Universal Music Group
Company: Universal Music Group (Amsterdam: UMG)
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Share price: 14.50 Euro
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Market Cap: 26 bn Euro
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Float: 56.4%
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Special Situation: Market myopia: knee jerk over selling
DISCLAIMER & DISCLOSURE: The author is i...
Data Centers Keep Wall Street Awake At Night
Wall Street Concerned About Data Center Economics
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...
Spending the Kids' Inheritance: SAGA Plc
Saga Plc: The company for those over 55
Company: Saga Plc (London: SAGA)
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Share price: 650p
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Market Cap: £960 bn GBP
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Float: 57.8%
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Special Situation: Compelling turnaround underway
DISCLAIMER & DISCLOSURE: T...
Stripe Acquiring PayPal? Why This? Why Now?
For a long time, I’ve argued that payments is one of the most mispriced sectors in the market.
This week brought an interesting development.
Stripe launched a $53 billion bid to acquire PayPal.
This is where being a public company would...
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...
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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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