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The Rock and Turner Investment Podcast

James Emanuel, Rock & Turner Investment Fund
Judges Scientific
Teqnion
Relais Group
UK Investment Strategies
Programmatic Acquisitions
Stock-Based Compensation
Haivision
Microsoft
Investing
Enterprise Group
Long-Term Investing
Acquisitions
Hyperbolic Discounting
Artificial Intelligence
Geotech
Small Cap Investing
Scientific Instruments Market
Leadership
Secure Reliable Transport (SRT)
Media and Entertainment

The podcast for the intellectually curious, with analytical minds who like to challenge conventional wisdom. Join us for a deep and open-ended exploration into the often-overlooked facets of investing. The podcast is designed to introduce anyone in the investment community to fresh mental models and unique perspectives, empowering them to navigate the complex investment landscape with greater conf... more

PublishesMonthlyEpisodes25Founded2 years ago
Number of ListenersCategories
CoursesBusinessEducationInvesting

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Artwork for The Rock and Turner Investment Podcast

Latest Episodes

Three Compounding Payments Giants, One Opportunity, All Hiding in Plain Sight

While investors flock to the next shiny thing, currently AI and space related businesses, payments companies with far better unit economics have become unfashionable and a... more

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Is Kinsale Capital (KNSL) A Good Investment?

Kinsale Capital Group (KNSL) is an insurance company with a difference. Since its 2016 IPO, the stock has surged over 2,000%, powered by a staggering 41% EPS CAGR that has left the rest of the industry in... more

YouTube

Slowly, the market seems to be waking up to a major issue that the likes of Michael Burry, Warren Buffett and Terry Smith have been warning about for years.

The issue was highlighted in a recent article in The Wall Street Journal entitled Meta Rakes... more

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DISCLAIMER & DISCLOSURE: The author holds a position in Kingsway Corporation 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 or obligation to update thi... more

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Key Facts

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Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

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Recent Guests

Michael Kehoe
Founder, chairman and CEO of Kinsale Capital Group
Kinsale Capital Group
Episode: Interview: Kinsale Capital CEO, Michael Kehoe
Kevin Koharki
Associate professor; teaches financial statement analysis at master's level and founder of CAE Consulting
CAE Consulting
Episode: The Dangerous Game Investors Are Playing
JT Fitzgerald
CEO of Kingsway Financial Services (KFS)
Kingsway Financial Services
Episode: Kingsway Corporation (CEO Interview)
Will Thorndike
Investor mentioned as advisor on KSX and external board influence
Kingsway (advisor)
Episode: Kingsway Corporation (CEO Interview)
Chris Waller
Manager of a global small cap fund and proponent of niche scientific investments
Plural Investing
Episode: Judges Scientific | UK Programmatic Acquirer
Sundar Pichai
CEO of Google
Google
Episode: Sundar Pichai Interview | "Is AI a Bubble?"
James Emanuel
A London-based private investor and founder of Rock & Turner, known for finding extraordinary value in overlooked markets.
Rock & Turner
Episode: James Emanuel, Talking Billions
Cristiano Souza
Super Star Fund Manager and CEO of Zeno Equity Partners
Zeno Equity Partners
Episode: Cristiano Souza, Super Star Fund Manager
Mirko Wicha
CEO and founder of Haivision
Haivision
Episode: MOI Global | Best Ideas 2025

Host

James Emanuel
Host of The Rock and Turner Investment Podcast

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#84
Sweden/Business/Investing
Apple Podcasts
#167
Spain/Business/Investing
Apple Podcasts
#234
Sweden/Business

Talking Points

Recent interactions between the hosts and their guests.

Kingsway Corporation (CEO Interview)
Q: What is the long-term holding philosophy for Kingsway, and how do you balance the desire to hold assets with the need to recycle capital?
The long-term holding philosophy treats exit as a capital-allocation decision rather than a mandatory event. If a business can compound capital efficiently and maintain risk-adjusted returns, Kingsway aims to own it for an extended period, potentially forever, while periodically evaluating asset sales to redeploy capital into higher-return opportunities.
Kingsway Corporation (CEO Interview)
Q: How does Kingsway differentiate its approach from other programmatic acquirers like Constellation or Berkshire Hathaway?
Kingsway changes ownership and management of the acquired businesses, focusing on founder-led transitions and ongoing operational leadership rather than merely facilitating a change in ownership. This contrasts with programmatic acquirers that often maintain existing management and aim for portfolio-wide scale with less hands-on operator involvement.
Kingsway Corporation (CEO Interview)
Q: Can you explain what the search fund model is and how Kingsway uses it within a listed vehicle?
The search fund model pairs investors with a talented entrepreneur to search for and acquire a small business, after which the entrepreneur operates the company. Kingsway sought to bring this model to a public vehicle to provide permanent capital and liquidity to investors, enabling longer hold periods and better capital allocation without the pressure of private equity liquidity mandates.
Cristiano Souza, Super Star Fund Manager
Q: What do you think about stock-based compensation when it comes to assessing a company?
I wouldn't touch companies with egregious stock-based compensation policies as they negatively impact shareholder value.
Cristiano Souza, Super Star Fund Manager
Q: What made you comfortable investing in an airline historically a poor industry for investors?
Ryanair has an incredibly unique business model that is very hard to dilute, as no one else can replicate their pricing and efficiency. The company has managed to grow their revenues consistently despite the challenges in the industry.

Audience Metrics

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Frequently Asked Questions About The Rock and Turner Investment Podcast

What is The Rock and Turner Investment Podcast about and what kind of topics does it cover?

This show targets the intellectually curious investor who enjoys rigorous, model-driven discussions about value, strategy, and market structure. Episodes consistently center on deep dives into investment philosophies, capital allocation, and the mechanics of specialized investment vehicles, from programmatic acquirers to niche insurers and tech-driven growth. A standout strength is the willingness to challenge conventional wisdom with data-driven analysis, guest expertise, and real-world case studies, including discussions on compensation economics, long-horizon ownership models, and the evolving tech landscape shaped by AI. For potential listeners, the podcast offers practical insights for evaluating companies, managing risk, and understan... more

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Which podcasts are similar to The Rock and Turner Investment Podcast?

These podcasts share a similar audience with The Rock and Turner Investment Podcast:

1. The 100 Year Thinkers: Long-Term Compounding in a Short-Term World
2. The Synopsis
3. Talking Billions with Bogumil Baranowski
4. Yet Another Value Podcast
5. Investing by the Books

How many episodes of The Rock and Turner Investment Podcast are there?

The Rock and Turner Investment Podcast launched 2 years ago and published 25 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on The Rock and Turner Investment Podcast?

Recent guests on The Rock and Turner Investment Podcast include:

1. Michael Kehoe
2. Kevin Koharki
3. JT Fitzgerald
4. Will Thorndike
5. Chris Waller
6. Sundar Pichai
7. James Emanuel
8. Cristiano Souza

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