RM Capital is a publication about deep, conviction-driven investing — sharing transparent research on a concentrated portfolio built using Buffett and Munger-inspired principles.
Engineer by training, investor by passion. I study great businesses and long-term investors like Buffett and Munger. This Substack shares my investment theses, lessons learned, and journey to becoming a better thinker and capital allocator.
Worldly insights for long-term investors | Stock ideas & write-ups in micro & small caps
Researcher, writer, analyst. Finished my PhD in 2021, did corporate research for 3 years. Hope to write here about news that impact individual investors.
European investor focused on asymmetric investments: Low downside and high upside potential.