rockandturner.substack.com/@rockandturner
Bio
Rock & Turner, authored by James Emanuel, is a lawyer-turned-investor who provides in-depth investment analysis. He is known for his deep dives into companies, such as his detailed analysis of the Brookfield trilogy, and aims to uncover valuable investment opportunities while avoiding potential risks. Emanuel is also the author of the book 'Fabric of Success, Golden Threads Running Through the Tapestry of Every Great Business', which outlines the key characteristics of successful investments. 网络评价：Brookfield三部曲深度分析
Ideas
2 Ideas
Is AWS Losing Market Share?
The article argues that AWS remains the dominant force in cloud infrastructure when considering "true cloud" revenue, as competitors like Microsoft and Google bundle other services, which inflates their market share figures.
Reece Duca | Learn From The Best
The article profiles investor Reece Duca, highlighting his long-term, concentrated investment strategy and his focus on businesses with durable competitive advantages, particularly in the vertical B2B SaaS space.