RS Capital

RS Capital

Portfolio Update: Tripling Down

Increasing a Position by 181%

May 18, 2026
∙ Paid

Last Friday, I added to a position following its earnings report.

It was a relatively small position at first, but after the company posted its Q1 results, it gave me more conviction to scale my position.

Even then, I don’t think I’m done building my position in this company.

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