Latest / Rigatoni Capital Podcast
How I Stay Informed as an Investor (AI helps)
This episode discussed my personal portfolio including top positions in Palantir, AppLovin, NVIDIA, Caterpillar, Lockheed Martin, and the XLU utilities ETF. I break down why I believe Palantir and AppLovin are structurally different from traditional SaaS companies and why they are built to win in the AI era rather than be disrupted by it. This episode touched on HALO stocks — Heavy Assets, Low Obsolescence — and why they belong in a diversified long term portfolio alongside high growth tech.
Finally I walk through how I use Claude as my primary research partner — from running the Rigatoni…
The skinny
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