🐝 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
•
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
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
4 min read
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
5 min read
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.
Aug 11, 2026
ARM trades at 118x forward earnings, Micron at 6x, on the exact same AI compute bet. Here's the scenario math on both, from here.
Aug 10, 2026
FOPE (FPE1.MI) grew revenue 27% in 2025 with a patented gold-mesh moat, 70% family ownership, and a thin float. Five priced scenarios inside.
Jul 28, 2026
Five scenarios, ten scores, one stock every AI chip maker pays whether it wins or loses.
Jul 20, 2026
3 min read
Down 32% After the Best Quarter in Company History
$40 is a real level. The timing is not there yet. What the pace, the RSI, and the Iridium deal actually say.
