Grow wealth through long-term investing in stocks, index funds, and Bitcoin
| Platform |  | Pricing | Only free issues | Publishes | Daily |
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| Issues | 263 | Founded | 2 years ago | Last Issue | 4 days ago |
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rigatonicapital.substack.comLatest Issues
When Bill Ackman Buys a Rigatoni Capital Stock: Netflix
Pershing Square officially completed its initial public offering and began trading on Wednesday, April 29, 2026
As most of you know by now, Bill Ackman’s Pershing Square purchased Netflix, a stock I already own. I am assuming you have read...
Berkshire Hathaway Q2 2026: A True Read on the Real Economy
Disclosure: Long Berkshire Hathaway, $BRK.B. 1.85% of the portfolio, total gain +162%.
Berkshire Hathaway reported its second quarter this morning, and as always, it gives us a true read on the real economy that the mainstream headlines r...
AppLovin's Q2: A Cash Cow in the Penalty Box
One of the more important earnings reports of the season for me was AppLovin, which reported tonight. This is due to the many questions investors have as it officially opens its self-serve advertising platform (rebranded from AXON to AppLov...
Vindication Isn't a Reason to Celebrate
Palantir Technologies | Q2 2026 Earnings Webcast
The only time I can remember feeling like I truly won "the game" as a long-term investor was a single stretch built around one stock. I had held it with high conviction for at least two year...
Quality over Cheap: What CompoundingAlpha sees in Axon, Palantir, Toast, and FTAI Aviation
Thank you Nick Ridenour of on Substack for joining me this afternoon to review many popular topics in markets today, including specific stocks including Axon Enterprises, Palantir, Toast, and FTAI Aviation. Nick writes what I think is some...
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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.
Fundamental equity research driven by rigorous hours of digging through SEC filings and DCF modeling. 32.8% CAGR since '22.
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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