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[@simonseverino](/creator/twitter/simonseverino)
"Perfect Compounders (4/4 criteria): WiseTech Global: Wide moat widening margins secular growth capital light Fair Isaac (FICO): Wide moat widening margins secular growth capital light Lumine Group: Wide moat widening margins secular growth capital light Topicus: Wide moat widening margins secular growth capital light Palantir: Wide moat widening margins secular growth capital light ServiceNow: Wide moat widening margins secular growth capital light Arista Networks: Wide moat widening margins secular growth capital light Aon: Wide moat widening margins secular growth capital light $HARVIA"  
[X Link](https://x.com/simonseverino/status/1929064624998973536) [@simonseverino](/creator/x/simonseverino) 2025-06-01T06:37Z 2619 followers, XXX engagements


"$WTC WiseTech Global (WTC) stock dropped sharply🤯 But is the market missing the point Our deep dive analyzes WTC's AI-fueled strategy to dominate global logistics with its CargoWise platform. We explore the e2open acquisition its competitive moat against rivals and the long-term investment case for this supply chain software leader. 💎Is this a hidden opportunity for investors"  
[X Link](https://x.com/simonseverino/status/1961066440838070397) [@simonseverino](/creator/x/simonseverino) 2025-08-28T14:00Z 2619 followers, XXX engagements


"Seven emails in one day from Hormoziwhile I'm with my kids in the Mediterranean. That's burn-the-list intensity. 🔥 Peter and I broke down his $103M funnel. Here's what actually mattered: He risked $30K not $5M. Went profitable day X. Reinvested everything. No new capital after week one. 70/20/10 ad testing split. 17-hour webinar (insane but it worked). Quarter million dollar upsells. Most founders miss this: Speed matters more than scale. Faster profit = faster reinvestment = faster growth. But here's the problemhis email cadence would destroy a European list. We tracked 22000 affiliates"  
[X Link](https://x.com/simonseverino/status/1976285996422689206) [@simonseverino](/creator/x/simonseverino) 2025-10-09T13:57Z 2620 followers, XX engagements


"Options Today I plan to sell two Iron Condors (✅Defined Risk) when the market opens: $ORCL XX Days Out Call (Buy XXX Sell 360) Put (Buy XXX Sell 270) $SNOW XX Days Out Call (Buy XXX Sell 290) Put (Buy XXX Sell 220)"  
[X Link](https://x.com/simonseverino/status/1978813915799654800) [@simonseverino](/creator/x/simonseverino) 2025-10-16T13:22Z 2620 followers, XXX engagements


"Just listened to @dLocalPayments CEO Pedro Arnt on why he joined $DLO (Coming from $MELI): "Payments are still incredibly local. The DLO model is: Hey global north (Shopify Amazon) want expand into the global south (Brasil India Africa) Dont worry I take the complexity from you and turn new markets for you into pure marginal gains because I am your pipes and your feet on the ground. As long as global north grows DLO grows.🤯"  
[X Link](https://x.com/simonseverino/status/1978058705078796601) [@simonseverino](/creator/x/simonseverino) 2025-10-14T11:22Z 2625 followers, XXX engagements


"@ArneUlland Your 2026 will rock. Am down big on top positions too (Harvia The Trade Desk Ferrari). Luckily had also some winners (Arista Networks Fair Isaac AppLovin)"  
[X Link](https://x.com/simonseverino/status/1974704574280941757) [@simonseverino](/creator/x/simonseverino) 2025-10-05T05:13Z 2619 followers, XXX engagements


"Options Today $ETHU $TSLA $DOCU $GDXJ $SLV $SOL $SOLT $RKLB"  
[X Link](https://x.com/simonseverino/status/1975209072132841615) [@simonseverino](/creator/x/simonseverino) 2025-10-06T14:38Z 2619 followers, XXX engagements


"Cash secured puts and Credit Spreads I plan to sell Today: $TSLA $TSLL $APLX $APP $APPX $HIMS $SOFI $HIMZ $ORCL $NVDL $IBIT $SLV $GLD $GLDXJ XX Days Out XX Delta Closed at 50%"  
[X Link](https://x.com/simonseverino/status/1976608363665400239) [@simonseverino](/creator/x/simonseverino) 2025-10-10T11:18Z 2620 followers, XXX engagements


"Great $MELI summary"  
[X Link](https://x.com/simonseverino/status/1979036299051823394) [@simonseverino](/creator/x/simonseverino) 2025-10-17T04:06Z 2618 followers, XXX engagements


"Today is one of these days. $APP $MELI $FICO"  
[X Link](https://x.com/simonseverino/status/1975426892724642270) [@simonseverino](/creator/x/simonseverino) 2025-10-07T05:04Z 2619 followers, XXX engagements


"@fintegrate Same here very strong detractors (Ferrari and Fico) and very strong contributors (Arista AppLovin). More volatile than expected. Glad the options portfolio is steady compounding upwards"  
[X Link](https://x.com/simonseverino/status/1976624540253098098) [@simonseverino](/creator/x/simonseverino) 2025-10-10T12:23Z 2619 followers, XXX engagements


"Buy $SPOT Today Spotify just posted its first profitable year. But can a music streamer battling Apple Amazon and YouTube ever generate sustainable returns We dissect the three-sided platform economics test whether ROIC clears our XX% threshold and reveal what most investors miss about the podcast monetization engine. With gross margins at XX% and climbing the question isn't if Spotify can compoundit's whether the market realizes it before the re-rating happens. Current price: $672"  
[X Link](https://x.com/simonseverino/status/1976334210903236871) [@simonseverino](/creator/x/simonseverino) 2025-10-09T17:09Z 2619 followers, XXX engagements


"Picture is accurate. $FICO is essential. Nothing changed"  
[X Link](https://x.com/simonseverino/status/1979765939676836257) [@simonseverino](/creator/x/simonseverino) 2025-10-19T04:25Z 2620 followers, XXX engagements