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 | 80 | Founded | a year ago | Last Issue | 5 days ago |
| Active | |||||
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rmcapitalpartnership.substack.comLatest Issues
Oscar Health Q2 2026 Earnings Update
Record first-half profitability and a raised full-year outlook — yet the stock fell nearly 12%.
Oscar has run from ~$11 to $26.54 over the last four months — even after today’s 11% drop, the position is up more than 70% for me. A record fi...
Debt-Free Brand Platform - Q2 2026 Earnings Update
A one-time windfall turned break-even into a headline profit. The news that matters was buried below it.
One of the special situations I follow shared its cleanest-looking quarter in years — its first positive net income in ages, margins u...
The Hidden SaaS Play - Q2 2026 Earnings Update
Record margins, a bookings surge, and the stock jumped 24% — here is what actually happened.
One of the businesses I follow just posted its strongest quarter since its turnaround began — the fastest revenue growth in over two years, bookin...
Transplant Infrastructure — Q2 2026 Earnings Update
Record revenue and a raised sales outlook — yet the stock still fell. Here is what actually happened.
One of the businesses I follow just posted the best quarter in its history — record revenue and record case volume — and the stock fell a...
A 30%-ROIC Duopoly at Half Its Ten-Year Multiple
The best business in its industry is on sale for the first time in a decade — because the market mistook a cyclical dip for structural decline.
I have admired this business from the sidelines for years while it traded as an untouchable qua...
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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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