Quality Investing with René Sellmann

Quality Investing with René Sellmann

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Revisiting Monday.com After the Recent 37% Selloff
When Strong Results Meet Harsh Market Reality
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Rene
Finding Opportunity in the Market’s Blind Spots!
Uncovering the Hidden Link Between Three Beaten-Down Bets
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Rene
2
"Act 2" at Computer Modelling Group Just Started
Thoughts on the New M&A Framework, Intensifying Competition & CMG's TAM
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Rene
Is It Time to Raise Cash Again? My Read on the Market’s “Top-ish” Signals
Spotting Market Tops Is Hard – Here’s My Current Game Plan
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Rene
6
Why I Just Cut a Stock I Liked – and Took My Portfolio Down to 9 Positions
My portfolio is now down to just nine positions.
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Rene
The Case for Novo’s Margins Staying Higher for Longer – Even in a Pricing War
Rethinking the Bear Case on Novo
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Rene
Novo Nordisk: 13 Fresh Insights That Might Change How You Think About the Stock
What Everyone Gets Wrong (and Right) About Novo Nordisk Right Now
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Rene
1
My Fresh Thoughts on CMG’s Under-the-Radar Transformation (+New Data Points)
Does The Platform Finally Take Shape?
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Rene
2

July 2025

META’s Blowout Quarter: Should We Really Be Cheering With the Crowd?
A Contrarian Perspective on Q2 2025
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Rene
4
Half-Year Investor Letter – July 2025
Written for the most important investors I manage money for: my parents.
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Rene
7
Big Portfolio Changes: Rotating Out of Meta and Into More Asymmetric Bets
This year has been unusual for me as an investor.
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Rene
2
Zalaris: The European ADP At 1/5 the Price!
How This European Small-Cap Is Quietly Building a European Payroll Empire
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Rene
2
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