Compound with René

Compound with René

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Deep Dive: Grab Holdings Ltd ($GRAB) – Part 1
Imagine two Harvard Business School students, sitting together, brainstorming ideas that would go on to reshape the landscape of Southeast Asia’s…
 • René Sellmann
Deep Dive: Fair Isaac ($FICO) – Master Piece
Over the last few weeks, I released my 26,000-word deep dive into Fair Isaac in four distinct parts.
 • René Sellmann
Navigating Quality in a Shifting Market – Adobe, Berkshire, Constellation, and Beyond (a Chat with The Pursuit of Compounding)
How does a medical doctor develop one of the most disciplined “quality-first” investment philosophies?
 • René Sellmann
57:43
Portfolio Update: Four Recent Transactions
From Regulatory Overreach, SEA Growth to the Idea of a Massive Special Dividend
 • René Sellmann
Is One of the Market’s Most Reliable Warning Signals Failing?
The AI Circular Economy Trap – What If the S&P 500 Is Masking a Real-World Depression?
 • René Sellmann

March 2026

Deep Dive: Fair Isaac ($FICO) - Part 4
Valuation
 • René Sellmann
Deep Dive: Fair Isaac ($FICO) – Part 3
Balance Sheet & Risks
 • René Sellmann
South Sea Bubble 2.0? Notes from the 2026 Fundsmith AGM
Why Your Index Fund Might Be a Ticking Time Bomb
 • René Sellmann
Deep Dive: Fair Isaac ($FICO) – Part 2
Moat & Management
 • René Sellmann
From Tangibles to Intangibles: The Shifting Landscape of Net Working Capital (with Heavy Moat Investments)
Listen now | In this episode, we dive deep into the concept of Net Working Capital (NWC) with our guest Heavy Moat Investments. We explore how NWC plays…
 • René Sellmann
53:18
Deep Dive: Fair Isaac ($FICO) – Part 1
90-Second Pitch, History & Business Model
 • René Sellmann
The Most Absurd Stock Valuation in the Market Right Now?
An Overlooked Opportunity
 • René Sellmann
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