Colin Santucci
Rigatoni Capital Podcast
Helping retail investors grow wealth through long-term, buy-and-hold investing in stocks, index funds, and Bitcoin. Subscribe to the Rigatoni Capital Substack newsletter for weekly analysis, market insights, and portfolio updates.
Visita il sito del podcast e sostieni chi lo crea: rigatonicapital.substack.com
Autore
Colin Santucci
Categoria
Sito del podcast
Ultimo episodio
2 ott 2026
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Episodi
How I Stay Informed as an Investor (AI helps) 27.02.2026 30:38
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 Obs...
Energy Stocks Nobody Is Talking About, Silver Miners Disconnect, and Where Bitcoin Goes From Here | Bagholder | 2-25-26 26.02.2026 59:49
For weekly analysis, market insights, and portfolio updates, subscribe to the Rigatoni Capital newsletter at rigatonicapital.substack.com On this Episode: "Kevin (Bagholder) joins the show to break down energy stocks flying under the radar — Constellation Energy, Centrus Energy, and Schlumberger — plus pair trading as a portfolio tool, the massive disconnect between silver miners and the metal its...
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