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Declaring War on the Algorithm!
Quality Does Not Distribute Itself
7 hrs ago
•
René Sellmann
7
6
1
Unorthodox Ideas From 13-F Season: Pinduoduo
Li Lu Sold Three Compounder Darlings to Double Down on This Stock
Aug 20
•
René Sellmann
8
2
Half a Lost Decade Stocks
My adaptation of the “lost decade stocks” mental model, and why five flat years interest me far more than ten
Aug 19
•
René Sellmann
14
5
3
Unorthodox Ideas From 13-F Season: Ashland
A hundred-year-old specialty chemical company with a for-sale sign on the lawn.
Aug 18
•
René Sellmann
10
2
A Chat with Compounding Quality: Building a 1M+ Community & Aiming for $1/Minute Free Cash Flow
I recently hosted Pieter from Compounding Quality for an in-depth conversation covering his evolution as an investor, building a massive media presence…
Aug 17
•
René Sellmann
10
2
58:53
Deep Dive: Reddit ($RDDT) – Part 4
The Companion Slide Deck!
Aug 14
•
René Sellmann
5
2
Deep Dive: Reddit ($RDDT) – Part 3
Valuation and More!
Aug 13
•
René Sellmann
12
2
Deep Dive: Reddit ($RDDT) – Part 2
Understanding Reddit
Aug 12
•
René Sellmann
10
4
2
Unlocking Japan: Deep Value, Activism, and the $300M Opportunity w/ Jamie Halse
In this episode, we sit down with Jamie Halse, Founder and Portfolio Manager at Senjin Capital, to dissect one of the most compelling and misunderstood…
Aug 11
•
René Sellmann
6
1
1:04:56
Slide Deck Preview: Amadeus IT Group
Every deep dive I publish now comes with a companion slide deck, and the one that came with my Amadeus write-up, which I attached below, should show…
Aug 10
•
René Sellmann
5
1
Deep Dive: Reddit ($RDDT) – Part 1
The internet's ground truth goes on sale!
Aug 9
•
René Sellmann
14
5
3 Global Quality Companies
Fish where the fish are
Aug 8
•
René Sellmann
10
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