Archive - Compound with René

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 •

InPost at 8x Look-Through Earnings! Building Europe’s E-Commerce Infrastructure, One Locker at a Time (a 30% CAGR Setup)

A deep look at a founder-led logistics platform balancing growth, discipline, and misunderstood potential.

Oct 17 •

Portfolio Changes Amid Yet Another U.S.–China Scare: Trading Down in Quality to Trade Up in Returns?

The uncomfortable arithmetic of opportunity cost.

Oct 11 •

[FREE] Flexing a Moat Too Hard? How Twitch Lost What Looked Unbreakable!

A Case Study In Competitive Dynamics: Why Kick Could Buy What Money Usually Can’t!

Oct 9 •

Timee Inc. – A 23% CAGR Setup In One of Japan's Most Misunderstood Stocks?

Slowing Growth, Surging Profits, and a 43% Price Drop

Oct 8

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