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 | 89 | Founded | a year ago | Last Issue | 8 days ago |
| Active | |||||
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rmcapitalpartnership.substack.comLatest Issues
Where People Tell the Truth - Thesis
A business built on candor, priced on fear.
I came across one of the most profitable growth stories on the US market: revenue compounding at a pace few companies its size can match, gross margins most software businesses would envy, almost...
The Data Monopoly — Q3 2026 Earnings Update
Why the stock is not moving up?
A business I own just reported a quarter that pulled in two directions. Profits came in well ahead of expectations, and management raised its outlook for the year. Yet the stock fell after the results. In on...
SoFi Q3 2026 Earnings Update
Is Sofi a buy after a year and 30% drop in stock price?
Last quarter SoFi beat on every headline number and the stock fell. This quarter it beat again, and this time the market listened: shares jumped about 15% on the day, bouncing off a f...
RM Capital Q3 2026 Portfolio Update
+15.4% YTD vs. +11.8% for the S&P 500 — three exits, two new compounders, and learning to get paid while we wait
Performance Summary
Hidden Two-Sided Platform — Q1 2027 Earnings Update
Can it be 10-bagger in the next 10 years?
The first quarter of the new fiscal year was an operationally sound print that broke a narrative. Revenue grew in the mid-twenties, guidance was maintained in full, and management layered two more...
Audience Metrics
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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