Quality Investing with René Sellmann

Quality Investing with René Sellmann

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Half-Year Investor Letter – July 2025
Written for the most important investors I manage money for: my parents.
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Rene
1
Big Portfolio Changes: Rotating Out of Meta and Into More Asymmetric Bets
This year has been unusual for me as an investor.
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Rene
2
Zalaris: The European ADP At 1/5 the Price!
How This European Small-Cap Is Quietly Building a European Payroll Empire
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Rene
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Why I Own These 9 Stocks: Revealing My Portfolio for 2025
 • Rene
Forget ROIC! This Metric Tells You How Well a Business Really Compounds
 • Rene
13
10 Lessons from Li Lu’s Newest Speech on Global Value Investing!
 • Rene
1
Google Has Been Disrupted! Now What?
 • Rene
8
Why Compounding Doesn’t Work the Way You Think It Does!
 • Rene
2
The "Mother of All Bubbles": Are We Approaching a Market Top?
 • Rene
Ashtead Technology Dropped 23%: A Market Overreaction or Something Deeper?
Everyone’s Missing the Real Story at Ashtead Technology
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Rene
1
Open Letter to Marco Brockhaus, CEO of Brockhaus Technologies AG
A Call for Transparency, Simplicity, and Dialogue
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Rene
2
[FREE] The Investor’s Real Edge? Subtraction
Unlearning to Win: How to Build a Clearer Investing Process
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Rene
Valuation, Bitcoin, and the European Edge – A Conversation with Heavy Moat Investments
In this episode, we are joined by Niklas – better known as Heavy Moat Investments – a 26-year-old former software developer from Germany who’s carved…
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Rene
1:41:38
Big Update, Zero Headlines & Shareholder Pressure Mounts: Why Brockhaus Might Be at a Turning Point
While the Bikes Are Racing at the Tour de France, Brockhaus Is Reshaping Its Business
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Rene
Everyone Is Underweight AI!
Are We Still Underestimating the Biggest Shift of Our Time?
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Rene
J.P. Morgan Beat the Tech Giants. Who’s Next?
From Momentum to Mean Reversion: The End of Big Tech's Era?
 • 
Rene
Quality Investing with René Sellmann
Quality Investing with René Sellmann
More signal, less noise – invest intelligently in high-quality stocks!
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