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 | 33 | Subscribers | Read | rmcapitalpartnership.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Wise — Q2 FY26 (H1 FY26) Earnings Update
Is Wise still compounding, or are returns now diluting under the weight of reinvestment?
Oscar Health — Q3 2025 Earnings Update
Is the profitability path still intact?
Teleperformance - Q3 2025 Earning Update
Weak Guidance and Unclear AI Execution Prompt Reassessment of the Thesis
The Hidden SaaS Play — Q3 2025 Update
Company continues progressing toward breakeven while expanding recurring revenue and maintaining customer retention above 100 percent.
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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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