Roche Capital

Substack

@roche-capital

Pedro Ortiz is a long-term investor and the author of the Roche Capital Substack. He focuses on in-depth business analysis, sharing theses, and maintaining a concentrated portfolio of 15-20 companies. His investment philosophy is centered around using a wide array of mental models to inform his decisions.

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rochecapital.substack.com/@roche-capital

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Ideas

Companies Involved

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Substack

Investment Ideas

PitchLDA.MC

Roche Capital on LDA.MC (LDA.MC)

Mar 16, 2026rochecapital.substack.com

PitchLDA.MC

Roche Capital on LDA.MC (LDA.MC)

Mar 3, 2026rochecapital.substack.com

PitchSCI

Roche Capital on SCI (SCI)

Feb 27, 2026rochecapital.substack.com

PitchMSFTMSFT.NASDAQ

Roche Capital on MSFT.NASDAQ (MSFT)

Feb 23, 2026rochecapital.substack.com

PitchCNR.TO

Roche Capital on CNR.TO (CNR.TO)

Feb 20, 2026rochecapital.substack.com

PitchDVADaVita Inc.

DaVita Inc. (DVA) 投资分析

Feb 16, 2026rochecapital.substack.com

BullishWMWaste Management, Inc.

151 Waste Management FY2025

Feb 11, 2026rochecapital.substack.com

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