🐝 The Investing Show
Join me as I turn $50K into $4M in public. Status: 🟩🟩🟩🟩🟩🟩🟨⬜️⬜️⬜️ Sharing the compounding portfolio (reliable compounders) and the income portfolio (monthly income).
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This Company Will Win. Full Investment Thesis.
If Amazon and Stripe had a baby.
The more data centers scale, the more essential ANET becomes.
August 2025 update: Income Portfolio + Compounding Portfolio
The AI Infrastructure Goldmine Trading at a Discount
120% Retention Rate When You Help An Enterprise Simplify
Should We Buy the AppLovin Correction?
Performance Review: Compounding Portfolio made of 9 companies
The $22 Billion Question: Can CoreWeave Justify GPU Infrastructure's Most Audacious Valuation?
The Highest Quality Company You Never Heard About
Is the E-commerce Giant Worth $147?
Should We Add To Our Position?
A Clear Winner. Too Late To Buy?
Buy Growth At A Discount?
Comparing Vertiv, Amphenol and Rubrik
Premium Cyber Defense At A Discount
Premier Private Markets Platform Faces Cyclical Headwinds
