Archive - Compound with René

2025 Reflections, AI vs Software, VMS Moats, Portfolio Reshuffling & 2026 Predictions (with Heavy Moat Investments)

In the last episode of the year, my guest Heavy Moat Investments and I unpack a mix of ideas that shaped our thinking between 2025 and 2026.

Dec 30, 2025 • René Sellmann

1:04:23

Learning from Henry Ellenbogen

A practitioner’s lens on small caps, repeat founders, and physical infrastructure

Dec 28, 2025 • René Sellmann

26 Stock Ideas for 2026

Where expectations are low and outcomes don’t have to be perfect – a global mix across sectors, sizes, and narratives

Dec 22, 2025 • René Sellmann

A Sherwin-Williams-Like Business, Without the Sherwin-Williams Multiple (Quick Pitch)

What If You Could Buy Sherwin-Williams at Half the Price?

Dec 15, 2025 • René Sellmann

What Prediction Markets Reveal About Stock Picking

A Harsh Mirror for Investors? What Happens When Markets Discover the Truth First

Dec 11, 2025 • René Sellmann

HelloFresh SE at 0.12x Sales – Worth a Look?

The most misunderstood turnaround in Europe?

Dec 10, 2025 • René Sellmann

Wise in 2026: Uplisting, Stablecoins, and the Next Phase of Cross-Border Payments

An Interview with Mike Kytka

Dec 1, 2025 • René Sellmann

1:38:28

November 2025

How to Play the Coming Oil Supply Crunch: A Simple Mental Model for a Complicated Commodity Cycle

A practical way to spot multi-year opportunities without playing the macro guessing game

Nov 25, 2025 • René Sellmann

Wix at $100: A Good Business in a Bad Narrative?

What If the Market Is Wrong About Wix? A Deep Dive into Q3, AI Risk and Valuation.

Nov 21, 2025 • René Sellmann

[FREE] The Next Subprime? Jeffrey Gundlach’s Deeply Bearish Take On Private Credit

7 Insights That Forced Me To Re-Think A Few Things

Nov 19, 2025 • René Sellmann

My Updated TSR Model for Valuing High-Quality Growth Companies

And how it forces clearer thinking about the future of any business

Nov 18, 2025 • René Sellmann

Reading Between the Lines of CMG’s Q2 Results

Why this quarter could mark the bottom before a rebound – if management executes.

Nov 13, 2025 • René Sellmann

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