Rigatoni Capital
Rigatoni Capital, Accrued Interest (Simeon M.), Learning.Investing.Thriving., Nick RidenourGrow wealth through long-term investing in stocks, index funds, and Bitcoin
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 277 | Founded | 2 years ago | Last Issue | 6 days ago |
| Active | |||||
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rigatonicapital.substack.comLatest Issues
A Spotify Bull and Nintendo Bear Shares His Latest Market Thoughts | Simeon McMillan
Simeon McMillan of joins the podcast, and we start where the headlines are, with Wells Fargo’s downgrade of Netflix on weak engagement. Simeon makes the contrarian case that engagement is the wrong metric and that Netflix is a misunderstoo...
Why Exiting Iran Is the Real Bull Case for Stocks
Stocks held up after the hawkish hike, congratulations! However, Bank of America’s math explains what comes next: the S&P’s projected 33% earnings growth this year will not carry the market higher by itself, because a market this expensive...
The Fed Hiked Into a Supply Shortage. Good Luck on that!
The Fed delivered a hawkish hike yesterday, and I dig into why I think raising a quarter point does nothing for the inflation people feel at the grocery store. My argument is that this is a supply problem, from El Niño-hit crops to the rare...
A Quarter Point Won't Fix the Grocery Bill
The Federal Reserve raised rates by 25 basis points this afternoon | Win McNamee/Getty Images
As a professional buy-the-dipper, I felt it was necessary to recap some of my opinions on the Fed's decision to hike rates this afternoon. I'm no...
Hours From the Fed: A Rate Hike, Depleted Missiles, and Expensive Tech
The Fed decides at 2pm today, and I still have lingering doubts about whether they hike, even with the market convinced.
The defense theme is front and center after the Pentagon’s first Iran-war inspector general report, which found that h...
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| Subscribers | Engagement | 81 | Monthly Web Visits | ||
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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-Media Exec & Wall St. alum. Achieved a +3,400% return (2016-24) applying private equity rigor to public markets. I write Accrued Interest, a contrarian value investing letter on media & tech stocks. Subscribe for weekly TMT Multiple Tracker.
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.
Fundamental equity research driven by rigorous hours of digging through SEC filings and DCF modeling. 32.8% CAGR since '22.
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