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simon severino

simon severino

We eat procrastination for breakfast โ†’ Join our community of entrepreneurs https://strategysprints.com ๐Ÿ† Sales Acceleration | ๐Ÿฌ Passive Income

Q3 2025 Letter to Our Partners
15 hours ago

Q3 2025 Letter to Our Partners

Performance Review: Compounding Portfolio made of 9 companies

simon severino
simon severino
CRWV
Sep 27, 2025

CRWV

The $22 Billion Question: Can CoreWeave Justify GPU Infrastructure's Most Audacious Valuation?

simon severino
simon severino
SAF
Sep 20, 2025

SAF

The Highest Quality Company You Never Heard About

simon severino
simon severino
SHOP
Sep 17, 2025

SHOP

Is the E-commerce Giant Worth $147?

simon severino
simon severino
APP
Sep 17, 2025

APP

Should We Add To Our Position?

simon severino
simon severino
VRT
Sep 16, 2025

VRT

A Clear Winner. Too Late To Buy?

simon severino
simon severino
TTD
Sep 13, 2025

TTD

Buy Growth At A Discount?

simon severino
simon severino
AI Infrastructure Champions
Sep 13, 2025

AI Infrastructure Champions

Comparing Vertiv, Amphenol and Rubrik

simon severino
simon severino
RBRK
Sep 11, 2025

RBRK

Premium Cyber Defense At A Discount

simon severino
simon severino
PGHN
Sep 10, 2025

PGHN

Premier Private Markets Platform Faces Cyclical Headwinds

simon severino
simon severino
Join me as I turn $50K into $4M in public. Status: ๐ŸŸฉ๐ŸŸฉ๐ŸŸฉ๐ŸŸฉ๐ŸŸฉ๐ŸŸฉ๐ŸŸจโฌœ๏ธโฌœ๏ธโฌœ๏ธ Sharing the compounding portfolio (reliable compounders) and the income portfolio (monthly income).

๐Ÿ The Investing Show

Join me as I turn $50K into $4M in public. Status: ๐ŸŸฉ๐ŸŸฉ๐ŸŸฉ๐ŸŸฉ๐ŸŸฉ๐ŸŸฉ๐ŸŸจโฌœ๏ธโฌœ๏ธโฌœ๏ธ Sharing the compounding portfolio (reliable compounders) and the income portfolio (monthly income).

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