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Is this 1999 all over again? The case for looking anywhere but US tech
Listen now | Marc runs the Learning Learning.Investing.Thriving. blog on Substack, and his path there was anything but linear.
6 hrs ago
•
René Sellmann
2
1
1:06:49
How I Turned Claude Into a Private Analyst for My Top 5 Holdings
Build a Weekly Report on Every Stock You Own – In Their Own Branding
Jul 3
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René Sellmann
10
2
3
The Analytical Edge Was Dead. AI Might Be Bringing It Back.
Buffett's Vanished Edge, and the Strange Way AI May Return It
Jul 2
•
René Sellmann
9
5
1
June 2026
Deep Dive: Toast Inc. ($TOST)
A category-killer trading at half price while everyone chases AI
Jun 30
•
René Sellmann
14
4
AI as Your Research Team? Inside a Modern Investing Workflow (with Compound with AI)
In this episode, I sit down with the mind behind Compound With AI, the French investor who has built the most-followed account at the intersection of…
Jun 25
•
René Sellmann
9
3
59:30
Tencent Music Entertainment (Follow-Up): 4 More Developments That Matter!
What to Know About TME Right Now
Jun 20
•
René Sellmann
5
1
My Global 150-Stock Watchlist
And How To Use It to Outperform the Market!
Jun 18
•
René Sellmann
9
2
Quick Pitch: Tencent Music Entertainment Group ($TME)
Too Attractive to Ignore After a 69% Drawdown?
Jun 15
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René Sellmann
15
7
1
The Paradox of Investment Skill: Why Exceptional Thinkers Fail in Crowded Games
Tables, Rakes, and Time: Why Your Investing Skill Is Worthless Without an External Edge
Jun 12
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René Sellmann
16
2
Deep Dive: CTS Eventim ($EVD.DE)
A Monopolistic Digital Tollbooth on Sale?
Jun 10
•
René Sellmann
15
2
Navigating the Froth: 6 Alternative Signs of a Market Top
Beyond the Shiller PE ...
Jun 2
•
René Sellmann
11
3
2
How to Measure Investing Skill: A Practical Framework to Isolate Your True Alpha
How to Prove You’re Actually Outperforming the Market (And Not Just Lucky)
Jun 1
•
René Sellmann
13
1
2
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