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 | 23 | Founded | 6 months ago | Last Issue | 11 days ago |
| Active | |||||
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rfund.substack.comLatest Issues
Why I'm Buying Defence and Rare Earths
The agenda:
This is a quick writeup of why I'm reallocating capital and where I'm positioning. Lately I've been researching defence and rare minerals - additionally, I think India is interestingly placed to benefit from the energy b...
$OPRA: A $6 billion Fintech Hidden Inside a Browser's Balance Sheet (and how an IPO Could Unlock It).
Once crowned as the people’s champion is now down in the dumps trading as though its offerings are a commodity.
However, this company maintains 288 million monthly active users (MAUs) while growing FY2026 revenues to $720–735 million (guid...
The Small-Cap Behind Rocket Lab, Blue Origin, SpaceX, NASA, and Raytheon (Position Opened).
A Mini Prelude
The race for space exploration has kicked off!
While Investors are spellbound by the glitz and glamour of SpaceX’s IPO and RocketLab’s defiance of gravity, we at R-Capital Research have taken a different path.
We wante...
$MDB: Why Discord Ripped Out MongoDB (and What It Tells You About the Stock)
The spend on AI infrastructure is a sight to see.
Hyperscalers’ CapEx1
We caught the hardware trade early, buying into ASML, Nvidia, AMD, and Lam Research.
Now everyone with some capital to spare is researching more and more niche play...
VCs Are Getting Reckless. Public Investors Pay.
When the hottest tech startups raise a round, financial journals rush to get an article out. But when a secondary sale happens, it is covertly logged in a ledger.
The valuations for private companies are murky. Yet, the sector is growing f...
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Authors
The writers behind this newsletter.
I studied Computer Science and worked as a Software Engineer. I've been running my own tech-concentrated portfolio since 2018.
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