🐝 The Investing Show
Turning $50K into $4M in public. Progress: 37%. Two Strategies: Owning 9 steady compounders, and selling options for income.
Written by
simon severino
Connect
Dec 11, 2025
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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
May 18, 2026
4 min read
Reddit Owns the One Thing AI Can't Fake. Here's the Investment Thesis.
May 13, 2026
One Anthropic update killed a startup with a 70% close rate overnight.
Apr 30, 2026
6 min read
Apr 16, 2026
My take on yesterday's earnings call.
Apr 14, 2026
April 14, 2026 | Core 9 Weekly Update
Only one is cheap enough to buy today. Only one has the fortress balance sheet. Only one has the expanding moat. Same scorecard, three verdicts.
Apr 13, 2026
The world's largest wafer maker pays this 2,000-person French company to use the technology it cannot reproduce itself
Mar 17, 2026
The Finnish Retailer That Out-Margins Everyone and Still Nobody Talks About
Feb 21, 2026
9 min read
App-etite for Destruction: The AI Ad Machine That Won't Stop Printing Money
