Latest / Rigatoni Capital Podcast
In Search of the Next Unsexy Compounder
Markets are a mess pre-market with the Fed announcing today, a US surprise attack in Jordan by Iran sending oil spiking, SK Hynix's weak headline number, and the KOSPI selling off after its huge run. As Marc Rudajev said yesterday, the semiconductor selloff is really a leverage and margin story. For a long term investor the focus should stay on earnings, and you should still hold some financials and industrials rather than being all semis and Nasdaq. Meta, Microsoft and Lam Research report today, with Amazon and Apple tomorrow. Berkshire had a big day up 3.06% on old economy exposure, and if…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.