The Rock and Turner Investment Podcast

Acquisition-as-a-Business (AaaB)

This podcast continues our investigative journey on the theme of programmatic and serial acquirers.

The first episode in this series was an Introduction to the AaaB mo…

This podcast is the first in a series focusing on Aquisition-as-a-Business (AaaB)

See also:

* Lesser Known Scandinavian Acquirers

* More to come so be sure not to miss them,

Show Notes

Most mergers and a…

Bogumil Baranowski interviews James Emanuel for his Talking Billions podcast.

Their conversation leads them into discussions on a wide range of fascinating topics including:

* personality traits of a …

DISCLAIMER & DISCLOSURE: The author, James Emanuel, holds a position in Enterprise Group, but that may change. The views expressed are those of the author and may change without notice. The author ha…

DISCLAIMER & DISCLOSURE: This interview was recorded for the MOI Global investment community, but is reproduced here on James’ own Substack for the benefit of his subscribers. James and Cristiano may…

Annie Lennox, the singer-songwriter from Eurythmics, achieved great success in the 1980s. One of her songs, ‘Sisters Are Doin’ It for Themselves’, includes the famous line: “Behind every great man, t…

Disclaimer: This is for information purposes only. It is not investment advice. The author has a position in the securities discussed. Seek professional advice before investing.

I posted some analysis…

Best Ideas 2025 is the thirteenth edition of a fully online investment conference, hosted by MOI Global.

A small number of investors were chosen to pitch strong conviction investment ideas to the MOI …

Ben Claremon, of Devonshire Partners, hosts the Compounders podcast. He recently published an episode featuring an interview with me which he kindly allowed me to reproduce here.

We discussed risk man…

This is a special podcast, capturing an interview that I gave to MOI Global. In it, we discuss the book, Fabric of Success and investing themes more generally, including the importance of management,…

This podcast is the latest in our series on mental models. Part 3 focuses on what gives a business a durable advantage. It isn’t about being incrementally better than the competition, but fundamental…

In today's special episode we're exploring the BRICS summit in Kazan, Russia, happening from October 22nd to 24th, 2024. This summit brings together leaders from Brazil, Russia, India, China, and Sou…

This podcast accompanies the series of articles exploring mental models. This one "The Democratization of Goods and Services" is a podcast based on a post of the same title (click here).

It explores t…

This podcast focuses on a speech that Charlie Munger gave back in 1994 at the University of Southern California, entitled ‘The Art of Stock Picking’.

It explains the approach that he and Warren Buffe…

Another short podcast, based on a Rock and Turner Substack post. To read the full post, please see: A Free Lunch? | No Such Thing .

Who else would enjoy this?

Receive future posts and podcasts direct t…

As a taster of some of the posts on the Rock & Turner Substack, here is a quick 12 minute podcast.

The podcast is based on the following post if you are interested in doing more detailed follow on re…

As a taster of some of the posts on the Rock & Turner Substack, here is a quick 12 minute podcast.

The podcast is based on the following post if you are interested in doing follow on reading:

Phil Car…