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ITD
Aug 03, 2025

ITD

Own What Big Telecom Can't

simon severino
simon severino
MELI
Aug 02, 2025

MELI

The Last Mile King That's Building an Unbreakable Ecosystem Across 650 Million People

simon severino
simon severino
Planisware
Aug 02, 2025

Planisware

When Airbus needed to manage 47,000 suppliers across 150+ aircraft programs, they didn't turn to Microsoft Project

simon severino
simon severino
Convatec Group
Aug 01, 2025

Convatec Group

900 Million Healing Moments

simon severino
simon severino
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
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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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