Archive - Compound with René

Play the Hand, Not the Money

On bad beats, bigger portfolios and the gut punch of a 57% drop

6 hrs ago • René Sellmann

Half a Lost Decade at LVMH

Idea #3 of 7 – a 41% decline over five years, shrinking earnings, and the long road to a full lost decade

Oct 4 • René Sellmann

Can Novo's Perception Get Any Worse?

Idea #2 of 7: a former market darling at its cheapest sales multiple since 2015, a CEO I struggle to trust, and what the price is telling me

Oct 2 • René Sellmann

September 2026

Boots on the Ground in Rural Poland

A follow-up to my Dino Polska deep dive, featuring Mathijs, Michael and Jakub

Sep 30 • René Sellmann

Where Would I Put My Ashtead Money? Idea #1

Getting Ready for New Bets: 7 Ideas + Perception Analysis

Sep 26 • René Sellmann

The AI Workflow That Changed How We Invest

A recording from René Sellmann's live video

Sep 25 • René Sellmann and Compound With AI

1:19:15

Deep Dive: Intuitive Surgical ($ISRG) – The Whole Thesis in 19 Slides

Parts one and two of my Intuitive Surgical Deep Dive added up to a lot of reading.

Sep 24 • René Sellmann

To Shiller or Not to Shiller

The Shiller PE Says 41, the Forward P/E Says 19. Which One Would You Trust?

Sep 23 • René Sellmann

Deep Dive: Intuitive Surgical ($ISRG) - The 320-Bagger's Second Act? (Part 2)

From the Prototype to the Price Tag

Sep 22 • René Sellmann

Macro & Micro Insights: Interesting Resources! (September 2026 Edition)

Below you find my September reading (and listening) list: a handful of recent finds that offer valuable context on market trends and the frameworks…

Sep 20 • René Sellmann

Blueprint: Warren Buffett’s Partnership Letters (1957–1963)

Unlocking the Lost Mechanics of Early Special Situation Investing

Sep 19 • René Sellmann

When to ACTUALLY Sell a Stock (It’s Not When You Think)

A recording from René Sellmann's live video

Sep 17 • René Sellmann

11:11

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