Quality Investing with René Sellmann

[FREE] Build the Portfolio Only You Could Build: Turning Experience Into an Investing Edge

A 35% CAGR Setup in Europe Right Now? – How Regulatory Fear Has Crushed Edenred's Stock

Will Stablecoins Kill Wise, Visa, and Mastercard? A Deep Dive into the Real Threat – and the Hype

When the Wisdom of Crowds Turns Mad!

Trading Below 10× Earnings, Compounding at 20% – One of the Highest-Quality Industrial Models You Can Still Buy Cheap

[FREE] Everything You Thought Was Safe… Isn’t Anymore! – Jeffrey Gundlach Unpacks the Shift

Portfolio Update: Four Moves, One Theme ...

Germany’s Best Kept Tech Secret? 64% EBIT margin + 150% Growth Trading at a 14x Multiple

[FREE] Why Wise’s “Governance Problem” Might Be Its Greatest Strength

Wise’s FY25 results: The Quiet Compounding Continues

The AI Shockwave: Why Tech Is Riskier Now Than Ever Before