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The 10 Hidden Dangers of the PE Ratio: The Definitive Guide to Wall Street’s Most Overused Metric
How to Avoid the Most Common Valuation Traps
 • René Sellmann
Macro & Micro Insights: Interesting Resources!
The following list includes resources (articles, letters, podcasts, videos) I have recently come across and that I believe help better understand…
 • René Sellmann
The "Citrini Bottom" – The Great Software Re-Rating of 2030
What if 2026’s "AI Doomsday" Was Just the Bottom of the Market?
 • René Sellmann
Deep Dive: Topicus.com Inc. ($TOI) – Master Piece
The most comprehensive analysis on the VMS space you can find
 • René Sellmann
Deep Dive: Topicus.com Inc. ($TOI) – Part 4
Valuation, Strategic Shifts & Thoughts on Timing
 • René Sellmann

February 2026

Deep Dive: Topicus.com Inc. ($TOI) – Part 3
AI Disruption Risk, Topicus vs. Chapters Group, Churn Rates & More!
 • René Sellmann
Deep Dive: Topicus.com Inc. ($TOI) – Part 2
Competitive Advantage Analysis + Management Discussion
 • René Sellmann
Deep Dive: Topicus.com Inc. ($TOI) – Part 1
I remember about a year ago, a few members of the community and I decided to commit four weeks to dive deep into the world of serial acquirers – a space…
 • René Sellmann
Library
Find all previous posts in one place!
 • René Sellmann
Deep Dive: Universal Music Group ($UMG)
Music as an Unstoppable Asset: Why I am Bullish on This IP Compounder Trading Below Its IPO Opening Price
 • René Sellmann
Big Tech's $5 Trillion AI Sinkhole?
Can Big Tech’s AI CapEx Pay Off?
 • René Sellmann
Deep Dive: Revisiting Novo Nordisk ($NVO)
Is Novo Nordisk Still a Strong Bet? Breaking Down the Company’s Multiple Challenges and Future Potential
 • René Sellmann
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