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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
ZETA

Jul 17, 2025

•

10 min read

ZETA

AI-Powered Growth Story with Profitability Questions

simon severino
simon severino
NVMI

Jul 16, 2025

•

13 min read

NVMI

The Hidden Monopolist Behind Every AI Chip

simon severino
simon severino
CYBR

Jul 13, 2025

•

7 min read

CYBR

Why CyberArk Controls the Keys to Digital Kingdom

simon severino
simon severino
ALAB

Jul 13, 2025

•

10 min read

ALAB

Powering AI's Next Chapter

simon severino
simon severino
Q2 2025 Letter to Our Partners

Jul 12, 2025

•

3 min read

Q2 2025 Letter to Our Partners

Performance Review: Compounding Portfolio made of 10 companies

simon severino
simon severino
PME

Jul 11, 2025

•

7 min read

PME

The Berkshire Hathaway of Healthcare IT

simon severino
simon severino
POPER

Jul 10, 2025

•

6 min read

POPER

Hidden Japanese SaaS Gem Trading at 3.5x Revenue

simon severino
simon severino
Portfolio Update

Jul 7, 2025

•

3 min read

Portfolio Update

July 2025 update: Income Portfolio + Compounding Portfolio

simon severino
simon severino
Why I'm Buying $10,000 of This Space Stock Today
LockSimple

Jul 7, 2025

•

7 min read

Why I'm Buying $10,000 of This Space Stock Today

[Paid Members Only]

simon severino
simon severino
DDOG

Jul 2, 2025

•

7 min read

DDOG

Durable Growth, Expanding Margins, and Direct AI Exposure in Enterprise Software

simon severino
simon severino
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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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