Latest / Rigatoni Capital Podcast
MSFT & GOOGL Sell-Off, and Why Semi's Win the Robotics Race
Today I cover: Microsoft and Google stock, Brown and Brown, and why you should not panic sell during wartime. I also touch on the humanoid robotics space including Figure and Amazon's Fauna Robotics and why at Rigatoni Capital we believe humanoid robots are a distraction. The better investing thesis is to own the semiconductors that will power these robots, not the robots themselves.
Rigatoni Capital is a daily morning podcast for long term, buy and hold investors. This is not a show for short term traders or people looking for quick wins. Every morning I go through the most important…
The skinny
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