Compound with René

Compound with René

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Deep Dive: Wise Plc. ($WISE) – 10 Critical New Insights!
On the Road to Moving Trillions!
 • René Sellmann
Deep Dive: Mercado Libre ($MELI)
Latin America’s Digital Powerhouse On Sale?
 • René Sellmann
Deep Dive: Buying the Network for Peanuts – Why I Am Still Doubling Down on Tiger Brokers
From CAC to Churn and Lifetime Value: A Valuation Exercise
 • René Sellmann
Deep Dive: Valuing Grab Holdings Post Foodpanda and Stash Integration
Earlier this year, Grab made two moves that most investors are (of course) aware of, but that might fly under the radar in terms of Grab’s valuation if…
 • René Sellmann
Deep Dive: Grab Holdings Ltd ($GRAB) – Master Piece
Over the last few weeks, I released my Grab Holdings deep dive series.
 • René Sellmann
Will AI Make Markets Less Efficient?
Investors are currently obsessed with AI’s potential in almost every sector, but for investors, the stakes are uniquely high.
 • René Sellmann
15:57
Strategic Minorities: How "Toehold" Investments May Predict Multi-Bagger Returns
Why Competitors Make the Best Auditors
 • René Sellmann
Deep Dive: Grab’s Q1 Paradox – Record Profits Meet the Indonesian Regulatory Wall
The Implications of Grab’s Indonesia "Shock"
 • René Sellmann
Deep Dive: Nintendo ($NTDOY)
Nintendo is no ordinary company.
 • René Sellmann

April 2026

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