Archive - Compound with René

Deep Dive: Topicus.com Inc. ($TOI) – Part 1

I remember about a year ago, a few members of the community and I decided to commit four weeks to dive deep into the world of serial acquirers – a space…

Feb 20 • René Sellmann

Find all previous posts in one place!

Feb 16 • René Sellmann

Deep Dive: Universal Music Group ($UMG)

Music as an Unstoppable Asset: Why I am Bullish on This IP Compounder Trading Below Its IPO Opening Price

Feb 12 • René Sellmann

Big Tech's $5 Trillion AI Sinkhole?

Can Big Tech’s AI CapEx Pay Off?

Feb 7 • René Sellmann

Deep Dive: Revisiting Novo Nordisk ($NVO)

Is Novo Nordisk Still a Strong Bet? Breaking Down the Company’s Multiple Challenges and Future Potential

Feb 5 • René Sellmann

Deep Dive: Video Game Stocks (Nintendo, Sony, Unity, Roblox, Take-Two et al.)

Everything in the World of Gaming Will Change! What the AI Revolution Means for Investors

Feb 3 • René Sellmann

January 2026

Investing in Software When AI Agents Arrive – A Framework for Who Gets Disrupted

Based on Gokul Rajaram Invest Like the Best Appearance

Jan 31 • René Sellmann

Deep Dive: Revisiting Edenred ($EDEN)

Four Ways to Value Edenred – Why the Current Setup Seems Asymmetric

Jan 30 • René Sellmann

Investing in China When the Rules Are Changing: Opportunity, Illusion, and Tail Risk

Cheap multiples, Taiwan risk, and a nuanced look at ADRs

Jan 27 • René Sellmann

Deep Dive: Revisiting Uber ($UBER)

Uber vs. AVs: Platform King or Obsolete Middleman? – Why the AV Debate Starts with the Wrong Question

Jan 25 • René Sellmann

SaaSMageddon, CSU, Almost Buying Wise & His "Passion Stock" – A Chat with Andrew Brown

Andrew Brown on conviction, near-misses, and investing through software cycles

Jan 24 • René Sellmann

1:21:15

Deep Dive: A Misunderstood Founder-Led Acquirer Trading <10 Fwd. FCF

Revenue per share CAGR of 22.4% over nine years!

Jan 23 • René Sellmann

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