Quality Investing with René Sellmann

Quality Investing with René Sellmann

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Quality Investing with René Sellmann
Quality Investing with René Sellmann
Why I Own These 9 Stocks: Revealing My Portfolio for 2025
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My Portfolio

Why I Own These 9 Stocks: Revealing My Portfolio for 2025

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Rene
Dec 30, 2024
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Quality Investing with René Sellmann
Quality Investing with René Sellmann
Why I Own These 9 Stocks: Revealing My Portfolio for 2025
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As 2024 winds down, I’m excited to share my nine-stock investment portfolio heading into 2025.

These positions reflect my most concentrated, high-conviction ideas, each with a unique thesis that I believe will continue generating strong returns.

Here’s an overview of my portfolio, with a concise investment case for each position.

Of course, I encourage your feedback—whether it’s critique or affirmation!

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