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 | Only paid issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 73 | Founded | a year ago | Last Issue | 4 days ago |
| Active | |||||
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rmcapitalpartnership.substack.comLatest Issues
Two Boring Companies, One Cost Curve, and a Waiting Game
Why cost curve is everything?
In this post, we went deep on two companies from one of the most essential — and most boring — industries on the planet. No software, no AI narrative, no growth story anyone at a dinner party wants to hear abo...
RM Capital Q2 2026 Portfolio Update
A sharp recovery from the Q1 trough — matching the market with zero AI exposure as catalysts start closing the gap between price and value
Performance Summary
Priced for Death, Growing 16%: A 44%-Margin Monopoly at 3.8x Core Earnings
Buying a dominant consumer-internet franchise for barely more than its cash pile — at the exact moment competitive fear peaked, and one of the world's most disciplined value investors quietly initiate
I have been monitoring this business f...
Hidden Two-Sided Platform — FY26 Annual Earnings Update
A transitional year complete, fintech optionality unlocked, and the platform entering its most ambitious expansion phase
The Hidden Two-Sided Platform closed its transitional fiscal year on a decisive note. The 18-month organizational buil...
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...
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Subscribers, engagement, traffic and sponsorship for RM Capital Partnership’s Substack.
| Subscribers | Engagement | 65 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
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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