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NU
Jul 31, 2025

NU

We Just Got A Signal. Buy?

simon severino
simon severino
Trane Technologies
Jul 30, 2025

Trane Technologies

Dominating the $37B Datacenter Cooling Revolution

simon severino
simon severino
WISE
Jul 28, 2025

WISE

Compelling Founder-Led Fintech Play

simon severino
simon severino
APH
Jul 27, 2025

APH

The $80 Billion AI Infrastructure Play Hiding in Plain Sight

simon severino
simon severino
REAX
Jul 25, 2025

REAX

Remarkable growth while building sustainable competitive advantages

simon severino
simon severino
SHOP
Jul 24, 2025

SHOP

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

simon severino
simon severino
FIGMA
Jul 23, 2025

FIGMA

Figma is actively going public RIGHT NOW.

simon severino
simon severino
GS
Jul 22, 2025

GS

Cyclical Recovery Meets Structural Advantages

simon severino
simon severino
APP
Jul 22, 2025

APP

How AppLovin's AI Engine Conquered Mobile Advertising

simon severino
simon severino
CHARLES RIVER LABS
Jul 21, 2025

CHARLES RIVER LABS

When Revenue Inflection Meets Profitability

simon severino
simon severino
GEV
Jul 20, 2025

GEV

AI's Electric Hunger Meets The Infrastructure Powerhouse

simon severino
simon severino
GRAB
Jul 18, 2025

GRAB

Will It Win As Everybody Else Capitulates?

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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