Rigatoni Capital
Rigatoni Capital, Accrued Interest (Simeon M.), Nick | CompoundingAlpha, Learning.Investing.Thriving.Grow wealth through long-term investing in stocks, index funds, and Bitcoin
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 270 | Founded | 2 years ago | Last Issue | 4 days ago |
| Active | |||||
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rigatonicapital.substack.comLatest Issues
Why I Sold META and Why Broadcom Looks Cheap
As promised, my newsletter subscribers are first to know of any portfolio changes I make. I did sell my META position today on the bump. It was not something I had planned on, but the stock is up ~7% since I purchased back on August 26th. S...
I Asked Four AIs to Critique My Portfolio. They All Tried to Turn It Into an Index Fund
The Rigatoni Capital portfolio turns ten years old this year. I started it back in 2016, and to celebrate the anniversary, I decided to turn my portfolio over to four different AI models and asked each of them to review the portfolio and gi...
What Sits at the Cross-Section of Scarcity and Networks? | Bagholder
Good evening subscribers! I had an opportunity to sit down with Kevin aka on Substack, who has become a fan favorite of the Rigatoni Capital Podcast. I can’t tell you how many times friends have asked “Hey, when’s Bagholder coming back on?...
Nvidia Q2 Earnings and My Surprise Meta Buy
Thank you to everyone who tuned into the livestream today on Substack, X, and YouTube, where I covered Nvidia's fiscal second-quarter earnings.
The headline was a clean revenue beat paired with a strong third-quarter guide, which is exactl...
What Netflix Got Right and AppLovin Got Wrong This Quarter | Simeon McMillan
Simeon McMillan, who writes the Accrued Interest newsletter on Substack, came back on the podcast for his quarterly check-in after a heavy Q2 media earnings season. We discussed Netflix, the ad tech names, a short he changed his mind on, th...
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| Subscribers | Engagement | 81 | Monthly Web Visits | ||
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| 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-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.
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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