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Perspectives On Recurring Revenue Businesses & Durable Growth Investing with Rainwater’s Joseph Shaposhnik

Perspectives On Recurring Revenue Businesses & Durable Growth Investing with Rainwater’s Joseph Shaposhnik

Coming Up

May / 12 / 2026 - 10:00 am - ET

Joseph Shaposhnik
Rainwater Equity

Joseph brings a long-term, business-owner mindset to investing, focused on identifying companies with durable competitive advantages, recurring revenue models, and strong capital allocation.

Investor takeaway: 

Attendees gain a practical lens for evaluating companies beyond short-term price movements, learning how to think like long-term owners and identify companies with recurring revenue business models and leaders that are fanatics in terms of building successful companies.

Why it Matters today: 

With growing questions about the durability of software business models, investors need a framework to separate hype from lasting value by focusing on recurring revenue, durable competitive advantages, and disciplined capital allocation in a rapidly changing, volatile market.

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Information posted on IBKR Campus that is provided by third-parties does NOT constitute a recommendation that you should contract for the services of that third party. Third-party participants who contribute to IBKR Campus are independent of Interactive Brokers and Interactive Brokers does not make any representations or warranties concerning the services offered, their past or future performance, or the accuracy of the information provided by the third party. Past performance is no guarantee of future results.

This material is from Rainwater Equity and is being posted with its permission. The views expressed in this material are solely those of the author and/or Rainwater Equity and Interactive Brokers is not endorsing or recommending any investment or trading discussed in the material. This material is not and should not be construed as an offer to buy or sell any security. It should not be construed as research or investment advice or a recommendation to buy, sell or hold any security or commodity. This material does not and is not intended to take into account the particular financial conditions, investment objectives or requirements of individual customers. Before acting on this material, you should consider whether it is suitable for your particular circumstances and, as necessary, seek professional advice.

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