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VISA

Nov 17, 2025

•

11 min read

VISA

Recession resistant and +10-13% returns?

simon severino
simon severino
ANET

Nov 15, 2025

•

13 min read

ANET

Earnings Review: The tokens must translate to terawatts, teraflops and terabits.

simon severino
simon severino
DLO

Nov 13, 2025

•

15 min read

DLO

dLocal Q3 2025 Earnings Review

simon severino
simon severino
ALAB

Nov 10, 2025

•

23 min read

ALAB

We had such success with ANET, is ALEB the next ANET?

simon severino
simon severino
APP

Nov 6, 2025

•

6 min read

APP

AppLovin Delivers Strong Q4, E-Commerce Platform Showing Early Momentum

simon severino
simon severino
The Shovel Sellers of AI

Nov 4, 2025

•

17 min read

The Shovel Sellers of AI

Which AI Infrastructure Play Has the Strongest Moat?

simon severino
simon severino
Portfolio Update

Oct 31, 2025

•

6 min read

Portfolio Update

October 2025 review: Income Portfolio + Compounding Portfolio

simon severino
simon severino
$15K/Month Selling Puts: The One Position Wall Street Pros Never Take

Oct 30, 2025

•

10 min read

$15K/Month Selling Puts: The One Position Wall Street Pros Never Take

simon severino
simon severino
SE

Oct 22, 2025

•

38 min read

SE

My highest conviction stock 2025

simon severino
simon severino
SPOT

Oct 9, 2025

•

19 min read

SPOT

The Audio Streaming Empire That Finally Found Its Groove

simon severino
simon severino
WISE

Oct 9, 2025

•

10 min read

WISE

Banks Surrender: Why RBI's Bet on Wise Signals the End of SWIFT's Cross-Border Monopoly

simon severino
simon severino
XMH Holdings

Oct 8, 2025

•

17 min read

XMH Holdings

(BQF.SI): The Hidden Data Centre Play Trading at a 5.3% FCF Yield

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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