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Everyone Is Underweight AI!
Are We Still Underestimating the Biggest Shift of Our Time?
Jul 10
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Rene
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Everyone Is Underweight AI!
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J.P. Morgan Beat the Tech Giants. Who’s Next?
From Momentum to Mean Reversion: The End of Big Tech's Era?
Jul 7
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Rene
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J.P. Morgan Beat the Tech Giants. Who’s Next?
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The Total Shareholder Return Valuation Method: A Practical Framework for Long-Term Investors
Inside the TSR Method – with a downloadable spreadsheet and step-by-step video tutorial
Jul 5
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The Total Shareholder Return Valuation Method: A Practical Framework for Long-Term Investors
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Why I Own These 9 Stocks: Revealing My Portfolio for 2025
Dec 30, 2024
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Why I Own These 9 Stocks: Revealing My Portfolio for 2025
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Forget ROIC! This Metric Tells You How Well a Business Really Compounds
May 18
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Rene
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Quality Investing with René Sellmann
Forget ROIC! This Metric Tells You How Well a Business Really Compounds
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13
10 Lessons from Li Lu’s Newest Speech on Global Value Investing!
Feb 9
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Rene
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10 Lessons from Li Lu’s Newest Speech on Global Value Investing!
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Google Has Been Disrupted! Now What?
May 10
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Rene
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Quality Investing with René Sellmann
Google Has Been Disrupted! Now What?
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Why Compounding Doesn’t Work the Way You Think It Does!
Jul 21, 2024
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Rene
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Why Compounding Doesn’t Work the Way You Think It Does!
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The "Mother of All Bubbles": Are We Approaching a Market Top?
Dec 19, 2024
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Rene
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The "Mother of All Bubbles": Are We Approaching a Market Top?
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Thinking Through LVMH: A Collection of 10 Ideas on the Investment Case
Risks, Narrative Shifts, and Long-Term Upside
Jul 2
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Thinking Through LVMH: A Collection of 10 Ideas on the Investment Case
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[FREE] Build the Portfolio Only You Could Build: Turning Experience Into an Investing Edge
The Hidden Advantage of Seasoned Investors
Jun 29
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Rene
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[FREE] Build the Portfolio Only You Could Build: Turning Experience Into an Investing Edge
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A 35% CAGR Setup in Europe Right Now? – How Regulatory Fear Has Crushed Edenred's Stock
Political Risk, Buybacks, Float, and Frictional Moats: Why Edenred Could 2.8x From Here
Jun 27
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A 35% CAGR Setup in Europe Right Now? – How Regulatory Fear Has Crushed Edenred's Stock
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Will Stablecoins Kill Wise, Visa, and Mastercard? A Deep Dive into the Real Threat – and the Hype
Overblown, Underpriced, or Just Getting Started?
Jun 20
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Rene
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Will Stablecoins Kill Wise, Visa, and Mastercard? A Deep Dive into the Real Threat – and the Hype
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When the Wisdom of Crowds Turns Mad!
Exploring the tension between wisdom and madness in collective decision-making
Jun 18
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Rene
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When the Wisdom of Crowds Turns Mad!
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Trading Below 10× Earnings, Compounding at 20% – One of the Highest-Quality Industrial Models You Can Still Buy Cheap
Great Unit Economics, Disciplined M&A, Zero Attention
Jun 16
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Rene
19
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Trading Below 10× Earnings, Compounding at 20% – One of the Highest-Quality Industrial Models You Can Still Buy Cheap
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[FREE] Everything You Thought Was Safe… Isn’t Anymore! – Jeffrey Gundlach Unpacks the Shift
Gundlach on Gold, Stocks, the US-Dollar, Treasuries, and the Quiet Collapse of Private Credit
Jun 14
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Rene
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[FREE] Everything You Thought Was Safe… Isn’t Anymore! – Jeffrey Gundlach Unpacks the Shift
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