Latest / Rigatoni Capital Podcast
Tech, Financials, and Industrials: The Only Three Investment Themes I Need
When friends ask how I build my investment portfolio, aka the Rigatoni Capital portfolio, it really comes down to three major investment themes. The first is technology, because I believe it is exponential and I believe large-cap tech names can continue to get larger (this is almost a contrarian thought). I also believe semiconductors are and will continue to be the picks and shovels underneath exponential tech advancements. The second theme is financials, the big US banks and asset managers that I think can shine at certain points even when they go through rough stretches. The third is…
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