Quality Investing with René Sellmann

Quality Investing with René Sellmann

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Portfolio Update: Four Moves, One Theme ...
Why I decided to act, what I bought, and what I’m paying close attention to next.
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Rene
Germany’s Best Kept Tech Secret? 64% EBIT margin + 150% Growth Trading at a 14x Multiple
Why This Small-Cap Could Surprise the Market
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Rene
[FREE] Why Wise’s “Governance Problem” Might Be Its Greatest Strength
Founder Control Isn’t a Flaw – It’s a Feature
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Rene
3
Wise’s FY25 results: The Quiet Compounding Continues
The Biggest News in the Update? It Wasn’t the Numbers
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Rene
2
The AI Shockwave: Why Tech Is Riskier Now Than Ever Before
Why You Have to Rethink Tech in the Age of AI
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Rene
3
Brockhaus Q1 2025: A Disaster on the Surface – But Something Changed
How New Information Changed My View on Brockhaus Technologies – Again
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Rene

May 2025

Why Not All Growth Is Created Equal: A Rule of Thumb for Pricing Power
Inelastic Demand, Uncloneable Products, and the Secret to Explosive Profits (5-20x Faster!)
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Rene
Everything You Need to Know! Who This Blog Is For (and What You’ll Get)
If you're new here, this is a must-read!
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Rene
I Sat Down for an Interview on Quality, Conviction, and Quiet Compounding
"Quality isn’t a filter – it’s the foundation."
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Rene
DigitalOcean TL;DR Version: Might $DOCN Be the AWS of SMEs?
DigitalOcean is one of those rare infrastructure stories that gives you AI exposure.
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Rene
CMG 4.0 Hits a Speed Bump: Is the Strategy Still Intact?
A Tough Quarter from Computer Modelling Group – and How I’m Thinking About It Now
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Rene
[FREE] Rob Vinall on Tariffs, EVs, and the Future of Investing in China
Postcards from the Frontlines
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Rene
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