Rigatoni Capital
Rigatoni Capital, Learning.Investing.Thriving.Grow wealth through long-term investing in stocks, index funds, and Bitcoin
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 253 | Founded | 2 years ago | Last Issue | 45 hours ago |
| Active | |||||
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rigatonicapital.substack.comLatest Issues
Silver Miners at Decade-Low Valuations and the Hyperscaler Margin Question | Bagholder
Welcome back Kevin aka to the Rigatoni Capital podcast. We had a lot to catch up on, and I think you will all get a lot of enjoyment and knowledge from Kevin's insights on many subjects that include Silver, Gold, Bitcoin, MSTR, energy, and...
The Wartime Economy Shows Up in the Backlog
The new F-35A Lightning II aircraft sits on display at the F-35 Aircraft Arrival ceremony at Naval Air Station Joint Reserve Base Fort Worth on Nov. 2, 2024. | Photo Credit: SSG WILLIAM DOWNS
Full Disclosure (I own the following positions)...
Stop Being All Tech: Why Your Watchlist Needs Financials and Industrials
The B-21 Raider is under development by Northrop Grumman in Palmdale, California. | Photo Courtesy of Northrop Grumman
Full Disclosure: I am long Northrop Grumman (NOC), which is 0.65% of my portfolio, up roughly +65%. I am also long Chubb...
Why Open Weights Are Good For the Hyperscalers and AI Infrastructure
NYC | Photo Cred: Rigatoni Capital
Lam Research, Caterpillar, Micron, SK Hynix, and Samsung were all falling well before investors freaked the heck out about Moonshot's Kimi K3. Global semiconductor stocks have shed something like $3.3 tri...
Why The Hell Is Travelers Stock Ripping This Hard?
Tri-State Chess Bryant Park Championship, NYC | Photo Cred: Rigatoni Capital
Full Disclosure: Travelers $TRV is .54% of my portfolio, and currently up 89% on the position. First entry was in July 2021, and added throughout 2022, 2023, and...
Key Facts
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Rigatoni Capital .
| Subscribers | Engagement | 80 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
Helping retail investors grow wealth through long-term investing in stocks, index funds, and Bitcoin. You must own assets to achieve wealth. This blog is not for short-term traders.
Ex–Morgan Stanley & JP Morgan | Hedge Fund Vet | Now Teaching the Next Gen 20+ years in global markets. Equity trading. Hedge funds. Been there, done that. Creator of Learning.Investing.Thriving: Finance Made Simple.
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