🐝 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).
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
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
Feb 18, 2026
This Ratings King Just Had Record Year
Feb 17, 2026
Durable Software vs Dead Software Walking
Feb 16, 2026
10 min read
Feb 5, 2026
Just went through their earnings, here the results.
Jan 29, 2026
4 min read
When Revenue Inflection Meets Profitability
Jan 28, 2026
When volatility strikes, the house always wins. And this house has been winning for 125 years.
Jan 27, 2026
Wide moats. 57% revenue growth. 44% EBITDA margins. And trading at a fraction of its peers.
