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$OPRA: A $6 billion Fintech Hidden Inside a Browser's Balance Sheet (and how an IPO Could Unlock It).
The market sees a browser. I see a $500m fintech stake the market forgot - with an IPO coming.
3 hrs ago
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R-Capital Research
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The Small-Cap Behind Rocket Lab, Blue Origin, SpaceX, NASA, and Raytheon (Position Opened).
A profitable small-cap with over $1 billion in backlog and growing >50% YoY. Disclaimer: R-Capital Research holds a position.
Jun 13
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R-Capital Research
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$MDB: Why Discord Ripped Out MongoDB (and What It Tells You About the Stock)
A systems engineer's investigation of MongoDB's software, and an institutional-level read on its financials.
Jun 6
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R-Capital Research
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I Saw Stripe's Codebase. It Changed How I Pick Tech Stocks
May 4
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R-Capital Research
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The Trade Desk ($TTD): Back to Reality
Jan 20
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R-Capital Research
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Rubrik ($RBRK): Niche Business, Competitive Landscape?
Jan 31
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R-Capital Research
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The Ultimate Data Storage Primer
Mar 9
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R-Capital Research
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How To Profit From Wildfires: The Monopoly With A Burning Moat
May 1
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R-Capital Research
15
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Mercado Libre ($MELI): Down with El Mencho
Mar 2
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R-Capital Research
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VCs Are Getting Reckless. Public Investors Pay.
Secondary sales are inflating private valuations. Who's left holding the bag?
May 29
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R-Capital Research
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The Mars Multiple: SpaceX's IPO - A Renaissance Or A Bubble?
A $2 trillion ask, float manipulation, and a $60 billion option hidden in the S-1. Let's look at the maths.
May 25
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R-Capital Research
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Revisiting The Trade Desk - $TTD
It has been a painful year for $TTD investors, but if you can weather the storm, fortune lies in your path.
May 6
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R-Capital Research
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I Saw Stripe's Codebase. It Changed How I Pick Tech Stocks
Why the best tech moats don't show up on a 10-K. Understanding these moats will change how you invest.
May 4
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R-Capital Research
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How To Profit From Wildfires: The Monopoly With A Burning Moat
The SPAC that may become your next multibagger.
May 1
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R-Capital Research
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On The Brim Of An Agentic World
The death of the human worker?
Mar 26
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R-Capital Research
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The Ultimate Data Storage Primer
Data storage underpins every AI model, every cloud service, and every enterprise application. This primer walks the full stack: from magnetic platters…
Mar 9
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R-Capital Research
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Deep Dive on Salik - The Compounding Pearl of Arabia
Quite literally a tollbooth business that has a structural monopoly on the ever-growing automotive usage and increasing population of Dubai. With FCF…
Mar 6
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R-Capital Research
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Mercado Libre ($MELI): Down with El Mencho
$MELI has been part of the broader e-commerce sell-off, facing a drawdown of ~33%. Yet, the company has time and time again shown their unwavering…
Mar 2
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R-Capital Research
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R-Capital's Substack
I find high-quality companies at attractive valuations. Hopefully some of them interest you!
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