Latest / Rigatoni Capital Podcast
The Best Part of Being a Long-Term Investor
Being a long term investor means you learn something every single day, and that learning compounds the same way a portfolio does, so by year 11 or 12 you pick things up much faster. It is a full time job on top of a nine to five, but the work is what separates you.
From there I cover Moderna and Merck's melanoma vaccine trial success sending Moderna up big, the KOSPI's wild swing with SK Hynix erasing an 8% drop on a 40 trillion won buyback, OpenAI's slowing growth as Anthropic more than doubles revenue to $11.6 billion and passes it, the race to build America's first new nuclear reactor and…
The skinny
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