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Compounding Your Wealth

Sergey

Long-term investing strategies. Deep Dive into growth stocks and detailed analysis of earnings reports to empower your investment decisions.

Platform
Substack
PricingFreemiumPublishesDaily
Issues443Founded3 years agoLast Issue5 days ago
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Artwork for Compounding Your Wealth

Latest Issues

My Stock Portfolio Review, June 2026

Portfolio Performance Overview and Key Stock Highlights

Hello, Investor,

5 days ago
17
Paid

SaaS valuation, weekly recap

Each week, I’ll publish a recap breaking down the key valuation metrics across the SaaS sector, highlighting where growth, efficiency, and market expectations intersect.

Table of Contents

  • Forward EV/Sales vs. NTM Estimated Revenue...
9 days ago
14
2

Are Semiconductors Still Cyclical in the AI Era?

Semiconductor sector is entering one of the strongest demand cycles in its history, driven by AI infrastructure, cloud data centers, advanced packaging, HBM, automotive electronics, and edge devices. Growth expectations remain strong, and Y...

10 days ago
15

SaaS valuation, weekly recap

Each week, I’ll publish a recap breaking down the key valuation metrics across the SaaS sector, highlighting where growth, efficiency, and market expectations intersect.

This week, the valuation divergence within the SaaS sector widened fu...

16 days ago
17

Snowflake Is Turning AI Innovation Into Revenue Acceleration

Snowflake looks like one of the cleaner AI infrastructure stories in enterprise software. Revenue growth reaccelerated to +33.5% YoY, RPO and cRPO both grew +37.5%, net dollar retention improved to 126%, and net new ARR reached a record lev...

19 days ago
11

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  • Sergey

    I'm an individual growth stock investor. My writing focuses on quality stocks, investor mindset, portfolio management, and personal finance.

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