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Trane Technologies

Jul 30, 2025

•

10 min read

Trane Technologies

Dominating the $37B Datacenter Cooling Revolution

simon severino
simon severino
WISE

Jul 28, 2025

•

10 min read

WISE

Compelling Founder-Led Fintech Play

simon severino
simon severino
APH

Jul 27, 2025

•

12 min read

APH

The $80 Billion AI Infrastructure Play Hiding in Plain Sight

simon severino
simon severino
REAX

Jul 25, 2025

•

9 min read

REAX

Remarkable growth while building sustainable competitive advantages

simon severino
simon severino
SHOP

Jul 24, 2025

•

7 min read

SHOP

The $128 Question: Is Shopify's E-Commerce Empire Worth the Premium?

simon severino
simon severino
FIGMA

Jul 23, 2025

•

10 min read

FIGMA

Figma is actively going public RIGHT NOW.

simon severino
simon severino
GS

Jul 22, 2025

•

11 min read

GS

Cyclical Recovery Meets Structural Advantages

simon severino
simon severino
APP

Jul 22, 2025

•

10 min read

APP

How AppLovin's AI Engine Conquered Mobile Advertising

simon severino
simon severino
CHARLES RIVER LABS

Jul 21, 2025

•

5 min read

CHARLES RIVER LABS

When Revenue Inflection Meets Profitability

simon severino
simon severino
GEV

Jul 20, 2025

•

16 min read

GEV

AI's Electric Hunger Meets The Infrastructure Powerhouse

simon severino
simon severino
GRAB

Jul 18, 2025

•

12 min read

GRAB

Will It Win As Everybody Else Capitulates?

simon severino
simon severino
LB

Jul 18, 2025

•

11 min read

LB

The $7 Trillion Question: Where Will AI Live?

simon severino
simon severino
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