Archive - Compound with René

Reading Between the Lines of CMG’s Q2 Results

Why this quarter could mark the bottom before a rebound – if management executes.

Nov 13 •

Timee’s Moat Just Got Deeper – The Anatomy of a Winner-Takes-Most Marketplace

How Timee's #1 Competitor Couldn’t Crack the Spot-Work Code

Nov 12 •

The Subtle Art of Capital Allocation

Understanding why the math of buybacks seems deceptively clean, but the art of allocation defies spreadsheets

Nov 11 •

Portfolio Update: Why I Sold One Stock and Doubled Down on Three Others

Plus: An Update on InPost & Wise's Quarterly Results + Thoughts on Ashtead Technology's High Short Interest

Nov 9 •

Fever-Tree x Molson Coors: When a Mixer Becomes a Royalty Stream

Inside Fever-Tree’s Molson Coors partnership and the birth of a capital-light cash machine

Nov 7 •

October 2025

Shameless Cloning 2.0: Pabrai’s Idea, Upgraded for 2026

Pabrai’s original insight still holds – but the way I clone in 2026 looks entirely different

Oct 31 •

From Counter-Positioning to Being Counter Positioned: Wise, Stablecoins, and the Psychology of Pivoting

Is Wise the New Bank? And Are Stablecoins the New Wise?

Oct 29 •

Europe’s Great Untapped Basket Trade?

What Europe’s equity gap could say about one of the easiest long-term trades hiding in plain sight

Oct 23 •

Value Investing 3.0 & The Next Evolution of Stock Screening

Why the best investments never show up in traditional screeners—and how to find them anyway.

Oct 21 •

The Paradox of the Brokerage Business: A Business That Shouldn’t Work (But Does)

A counter-intuitive look at why some competitive industries destroy value while others compound it endlessly

Oct 20 •

[FREE] 7 Timeless Takeaways from Peter Lynch’s First Interview in Years!

29% a Year for 13 Years – Peter Lynch Explains How He Really Did It (“Average people feel they can’t be good at this, but they can!”)

Oct 19 •

Portfolio Update: More Reshuffling + Some Big Shifts

Recently, I’ve made some fairly significant changes to the portfolio – the kind that don’t happen often and aren’t made lightly.

Oct 18 •

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