R-Capital's Substack
R-Capital ResearchI find high-quality companies at attractive valuations. Hopefully some of them interest you!
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 17 | Founded | 4 months ago | Last Issue | 14 days ago |
| Active | |||||
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rfund.substack.comLatest Issues
Mistakes Killing Your Portfolio Gains
A while back, I started writing about a company called Vita Coco Company. During my preliminary analysis, Vita was just a mere $46 stock. Unbeknownst to me, it now has jumped 54%.
This is like the 1000th time this has happened to me - in m...
I Read $TTD's Q1 So You Don't Have To
I am sat in the library, tapping my feet against the floor, trying to finish off my work on some evolutionary algorithms. Yet, every few seconds I catch my thoughts wander to TTD’s earnings.
I get up and leave.
I return with 29 pages pri...
Revisiting The Trade Desk - $TTD
Writing about TTD, The Trade Desk, reeks of nostalgia to me - it was the topic of the first article I ever wrote on Substack.
4 months later, the company’s sentiment has decayed into something that could only be described as an abandoned h...
I Saw Stripe's Codebase. It Changed How I Pick Tech Stocks
I remember interning as a software engineer at Stripe, my first thought after seeing their monolithic codebase was along the lines of: “Maybe being a consultant and fixing powerpoints isn’t a bad gig.”
I mean there were coding design patte...
How To Profit From Wildfires: The Monopoly With A Burning Moat
A Little Prelude
I have always loved books, posts, etc. that have a prelude. A short passage that is loosely related to the core topic that will be tackled; sparking a sense of curiosity for the reader. It sets the foundations steady a...
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| Subscribers | Engagement | 76 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
Software engineer by day, investor at night. Software is a black box to most of the market - I open it with deep dives.
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