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PUULIO

Mar 17, 2026

•

8 min read

PUULIO

The Finnish Retailer That Out-Margins Everyone and Still Nobody Talks About

simon severino
simon severino
APP

Feb 21, 2026

•

9 min read

APP

App-etite for Destruction: The AI Ad Machine That Won't Stop Printing Money

simon severino
simon severino
MCO

Feb 18, 2026

•

8 min read

MCO

This Ratings King Just Had Record Year

simon severino
simon severino
Durable Software

Feb 17, 2026

•

7 min read

Durable Software

Durable Software vs Dead Software Walking

simon severino
simon severino
 How I Generate Monthly Income Selling Puts on Futures (Step-by-Step)

Feb 16, 2026

•

10 min read

How I Generate Monthly Income Selling Puts on Futures (Step-by-Step)

simon severino
simon severino
PTIR

Feb 5, 2026

•

8 min read

PTIR

Just went through their earnings, here the results.

simon severino
simon severino
MIAX Stock Explained: Why the Miami Stock Exchange Could Be a 10x Investment

Jan 29, 2026

•

4 min read

MIAX Stock Explained: Why the Miami Stock Exchange Could Be a 10x Investment

When Revenue Inflection Meets Profitability

simon severino
simon severino
CME

Jan 28, 2026

•

8 min read

CME

When volatility strikes, the house always wins. And this house has been winning for 125 years.

simon severino
simon severino
A 10X COMPOUNDER

Jan 27, 2026

•

9 min read

A 10X COMPOUNDER

Wide moats. 57% revenue growth. 44% EBITDA margins. And trading at a fraction of its peers.

simon severino
simon severino
INVESTOR AB

Jan 15, 2026

•

8 min read

INVESTOR AB

Over 100 years of outperformance later, Sweden's industrial dynasty is still crushing it.

simon severino
simon severino
NFLX

Jan 14, 2026

•

9 min read

NFLX

Why 300 million subscribers make this more than just a couch potato investment

simon severino
simon severino
MIAX

Jan 14, 2026

•

7 min read

MIAX

A high-quality compounder hiding in plain sight.

simon severino
simon severino
...
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