🐝 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
Jul 20, 2026
3 min read
Down 32% After the Best Quarter in Company History
4 min read
$40 is a real level. The timing is not there yet. What the pace, the RSI, and the Iridium deal actually say.
Jul 18, 2026
5 min read
A real signal fired the same week as a real reason to be careful. Five scenarios, three years out.
Jul 16, 2026
6 min read
TSMC posted record Q2 2026 earnings and raised guidance. The stock fell 4.6% anyway. Five scenarios, three years out.
Jul 14, 2026
A conversation about Ferrovial's airports, tested against Mexico's actual tariff rules.
Jul 12, 2026
Hyperscalers are sold out of power. Only three companies on the planet make the big turbines. One passes the 25/25 screen.
Jul 11, 2026
Reinvestment rate × return on incremental capital = long-run growth. We graded every position we hold — real money. Two of them broke the formula.
Jul 7, 2026
The Bear Case Against My Own Bullish Instinct
Jul 6, 2026
While everyone sells software, we buy: a serial acquirer with 30%+ ROIC, a 20-year playbook, a stock down 60%. Five scenarios inside.
