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AON
May 18, 2025

AON

Recession resilience meets structural competitive position

simon severino
simon severino
GAMA
May 14, 2025

GAMA

Why Gamma Communications is a Strong Buy Right Now

simon severino
simon severino
BlackRock
May 13, 2025

BlackRock

Overlooked and obvious.

simon severino
simon severino
JP Morgan
Apr 17, 2025

JP Morgan

My favorite company to hold during recessions

simon severino
simon severino
BE Semiconductors
Mar 25, 2025

BE Semiconductors

The most hidden hidden champion you never heard of

simon severino
simon severino
ROKO B
Mar 18, 2025

ROKO B

β€œI thought Röko was Swedish for making a lot of money quickly” πŸ’°Chris Mayer

simon severino
simon severino
Blackstone
Mar 17, 2025

Blackstone

Have I been sleeping on this AI play?

simon severino
simon severino
Harvia
Mar 09, 2025

Harvia

The Sauna Leader Will Keep winning

simon severino
simon severino
SEA Limited
Mar 06, 2025

SEA Limited

Earnings Call Beating Expectations Big Time

simon severino
simon severino
GXO Logistics
Mar 05, 2025

GXO Logistics

The AI company you never heard about

simon severino
simon severino
Portfolio Strategy 2025
Mar 02, 2025

Portfolio Strategy 2025

How we will double every 5.07 years with limited risk

simon severino
simon severino
GXO
Feb 18, 2025

GXO

AI powered logistics, robotics and automation.

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).

🐝 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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