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Q4 2025 Letter to Our Partners

Jan 3, 2026

•

7 min read

Q4 2025 Letter to Our Partners

Performance Review of 2025: Overall CAGR 16%

simon severino
simon severino
HEICO

Jan 1, 2026

•

9 min read

HEICO

Why this family-run "parts store for planes" might be one of the best compounders you've never heard of

simon severino
simon severino
BLK

Jan 1, 2026

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8 min read

BLK

Will AI Enhance BlackRock's Leading Position?

simon severino
simon severino
CSL

Dec 31, 2025

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7 min read

CSL

Why CSL Might Be The Ultimate Compounder

simon severino
simon severino
RDDT

Dec 30, 2025

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10 min read

RDDT

How 16B Comments Became The Hottest Dataset in Silicon Valley

simon severino
simon severino
FICO

Dec 27, 2025

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8 min read

FICO

The Business Nobody Sees (But Everyone Uses)

simon severino
simon severino
PUUILO

Dec 27, 2025

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7 min read

PUUILO

The entire company operates like one big cash machine.

simon severino
simon severino
VISA

Dec 26, 2025

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9 min read

VISA

A Moat So Wide, Even Tech Giants Won't Cross It

simon severino
simon severino
FERRARI

Dec 26, 2025

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7 min read

FERRARI

The Magic Of Pricing Power Plus Controlled Growth

simon severino
simon severino
APH

Dec 25, 2025

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8 min read

APH

The Company That Connects Everything

simon severino
simon severino
NOW

Dec 23, 2025

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8 min read

NOW

The platform 85% of Fortune 500 can't quit

simon severino
simon severino
HARVIA

Dec 22, 2025

•

11 min read

HARVIA

Quality Compounder With Long Runway

simon severino
simon severino
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