RM Capital Partnership’s Substack
RM Capital PartnershipRM Capital is a publication about deep, conviction-driven investing — sharing transparent research on a concentrated portfolio built using Buffett and Munger-inspired principles.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 69 | Founded | 10 months ago | Last Issue | 10 days ago |
| Active | |||||
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rmcapitalpartnership.substack.comLatest Issues
Constellation Software & Topicus
Both CSU and Topicus are down roughly 50% from their 2025 highs.
Both CSU and Topicus are down roughly 50% from their 2025 highs. The selloff was triggered by three concerns: that AI lets clients build their own software, that AI-native co...
Watches of Switzerland — H2 FY26 Earnings Update
US crosses the 50% threshold as tariff overhang clears and margin guidance turns positive.
Watches of Switzerland (WOSG) reported its FY26 trading update this week (53 weeks ended 3 May 2026), with full audited results to follow on 14 July...
Uber - Q1 2026 Earnings Update
Bookings Accelerated, Earnings Doubled, AV Trips 10x'd — and Net Income Still Crashed 85%. Sorting Signal From Noise in Uber's Q1, and Reaching a Verdict on the Thesis.
Uber reported Q1 2026 earnings this week, posting results at or above...
Debt-Free Brand Platform - Q1 2026 Earnings Update
Strategic Review Launched, Margins Expanding, and Smaller Segment Returns to Profitability — the Sum-of-the-Parts Thesis Is Playing Out.
Q1 2026 marks the most consequential update on the Debt-Free Brand Platform thesis since we initiated...
Hidden SaaS - Q1 2026 Earnings Update
A second consecutive quarter of positive Adjusted EBITDA — but ARR growth slowed and bookings cracked.
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The writers behind this newsletter.
Engineer by training, investor by passion. I study great businesses and long-term investors like Buffett and Munger. This Substack shares my investment theses, lessons learned, and journey to becoming a better thinker and capital allocator.
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