Archive - NTH Capital Substack

Cybersecurity Primer - Part II

The Who's Who and What's What breakdown into the key segments within the Cybersecurity theme.

May 21, 2024 •

Cybersecurity Primer - Part I

This is part 1 of a primer series on the Cybersecurity space for newbies, written by a generalist for generalists.

May 8, 2024 •

April 2024

UMG Investment Thesis

UMG offers the oportunity to own the #1 player in a global oligopoly, benefitting from secular growth with high margin royalty revenues and compounding…

Apr 16, 2024 •

March 2024

Ring Central Investment Thesis

The short thesis, in short: the story is a delicate balance between revenue growth, FCF generation and debt management. Pressures are mounting on the…

Mar 25, 2024 •

Introducing NTH Capital

Welcome to NTH Capital! This is a substack of research ideas from a buyside analyst's eyes.

Mar 13, 2024

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