🐝 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.
My highest conviction stock 2025
The Unsung AI Winner
The Next Nvidia? If Energy Is The Bottleneck, Efficiency Can Be The Solution
Performance Review of 2025: Overall CAGR 16%
Just went through their earnings, here the results.
When Revenue Inflection Meets Profitability
When volatility strikes, the house always wins. And this house has been winning for 125 years.
Wide moats. 57% revenue growth. 44% EBITDA margins. And trading at a fraction of its peers.
Over 100 years of outperformance later, Sweden's industrial dynasty is still crushing it.
Why 300 million subscribers make this more than just a couch potato investment
A high-quality compounder hiding in plain sight.
The era when AI agents shop on our behalf has begun.
Is the AI Connectivity Pioneer a Buy at $141.60?
Founder-led, mission-critical software, exceptional margins, fortress balance sheet, outstanding ROIC, and sticky customer relationships.
A Phenomenal Business, Getting Better And Better
The Chip Inspector That Nobody Can Quit
