🐝 The Investing Show
Be the casino, not the gambler. We share the low-risk, repeatable process behind our portfolio: small positions, and rules that work at any size. Since 2024, 19.9% a year above S&P 500. Sharpe 1.2.
Written by
simon severino
Connect
Dec 11, 2025
•
7 min read
The Unsung AI Winner
Dec 20, 2025
8 min read
The Next Nvidia? If Energy Is The Bottleneck, Efficiency Can Be The Solution
Jun 17, 2025
12 min read
This Company Will Win. Full Investment Thesis.
Jan 3, 2026
Performance Review of 2025: Overall CAGR 16%
Jun 13, 2025
18 min read
If Amazon and Stripe had a baby.
Oct 22, 2025
38 min read
My highest conviction stock 2025
Oct 21, 2026
3 min read
At about half a million in today's dollars, a 23-year-old Buffett made 5 moves. Here's what to copy.
Oct 9, 2026
4 min read
The parts maker airlines call when the OEM's price list hurts. 5 scenarios, from -7% to +25% a year.
Sep 30, 2026
5 min read
Agents erase profit built on human attention and reward whoever delivers. My 10 compounders scored, plus the 3 I would buy with fresh cash, and the price each one has to hit first.
Sep 24, 2026
We went through his 50 most recent interviews. Here is how the premium-selling legend actually trades today.
Sep 16, 2026
A small industrial compounder just entered the Compounding Portfolio: real FY2025 financials, a moat nobody's pricing, a genuine institutional buyer signal, and our own 5-scenario return model. Name and ticker revealed inside for subscribers.
Aug 23, 2026
ROIC jumped from 14% to 86% in a year, but three customers still explain 88% of revenue. The full moat, concentration, and five-scenario math.
Aug 22, 2026
The honest read on the largest IPO in history: the unlock schedule that actually moves the stock, and why a clean valuation model does not exist yet.
Aug 17, 2026
The exchange operator's numbers look incredible. Here's the one number that explains why Wall Street doesn't fully believe them yet.
A 24x multiple for 20% growth. The market hasn't caught up to this REIT yet.
