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LB
Jul 18, 2025

LB

The $7 Trillion Question: Where Will AI Live?

simon severino
simon severino
ZETA
Jul 17, 2025

ZETA

AI-Powered Growth Story with Profitability Questions

simon severino
simon severino
NVMI
Jul 16, 2025

NVMI

The Hidden Monopolist Behind Every AI Chip

simon severino
simon severino
CYBR
Jul 13, 2025

CYBR

Why CyberArk Controls the Keys to Digital Kingdom

simon severino
simon severino
ALAB
Jul 13, 2025

ALAB

Powering AI's Next Chapter

simon severino
simon severino
Q2 2025 Letter to Our Partners
Jul 12, 2025

Q2 2025 Letter to Our Partners

Performance Review: Compounding Portfolio made of 10 companies

simon severino
simon severino
PME
Jul 11, 2025

PME

The Berkshire Hathaway of Healthcare IT

simon severino
simon severino
POPER
Jul 10, 2025

POPER

Hidden Japanese SaaS Gem Trading at 3.5x Revenue

simon severino
simon severino
Portfolio Update
Jul 07, 2025

Portfolio Update

July 2025 update: Income Portfolio + Compounding Portfolio

simon severino
simon severino
Why I'm Buying $10,000 of This Space Stock Today
Jul 07, 2025
Premium

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

[Paid Members Only]

simon severino
simon severino
DDOG
Jul 02, 2025

DDOG

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

simon severino
simon severino
CRDO
Jul 01, 2025

CRDO

When Revenue Inflection Meets Profitability

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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