🐝 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%
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
The Essential Chip Toolmaker
