Sitemap - 2025 - Compound with René
Portfolio Changes Amid Yet Another U.S.–China Scare: Trading Down in Quality to Trade Up in Returns?
[FREE] Flexing a Moat Too Hard? How Twitch Lost What Looked Unbreakable!
Timee Inc. – A 23% CAGR Setup In One of Japan's Most Misunderstood Stocks?
Timing the Market or Owning the Business? The Eternal Investor’s Dilemma
Further Regulation in the Chinese Brokerage Space! My Assessment of the Latest Headwind
How I Built My Investing Dashboard on Koyfin (And Why It Changed My Process)
Duolingo vs. the Translation Machines – Will AI Kill Language Learning & If So, When?
Nathan's Famous: A Royalty Machine at 12x EBIT Masquerading as a Commodity Business
Edenred’s Collapse: More Bad News, Worse Sentiment, and What Comes Next
Brockhaus Technologies and the Fragile Foundation of Policy-Driven Demand
Portfolio Update: Adding to Two Positions & One New Buy
[FREE] The Two Faces of Conviction: Speed, Patience, and What Really Wins in Markets
Tiger Brokers: Early Innings in a Massive TAM? – 13x Earnings, 59% Revenue Growth
Nvidia at 8%, Should You Buy ATHs?, FCF + Growth, and a Look at Crocs, Lulu, Adobe & Novo
22 Stock Ideas Too Interesting to Ignore!
Is Wix a Buy After the 50% Price Drop?
The 3 Pillars of Smart Decision-Making! – And What Gold Teaches Us About Them
The Ultimate Base Rates Guide – From Optimism to Realism in Valuation
Revisiting Monday.com After the Recent 37% Selloff
Finding Opportunity in the Market’s Blind Spots!
"Act 2" at Computer Modelling Group Just Started
Is It Time to Raise Cash Again? My Read on the Market’s “Top-ish” Signals
Why I Just Cut a Stock I Liked – and Took My Portfolio Down to 9 Positions
The Case for Novo’s Margins Staying Higher for Longer – Even in a Pricing War
Novo Nordisk: 13 Fresh Insights That Might Change How You Think About the Stock
My Fresh Thoughts on CMG’s Under-the-Radar Transformation (+New Data Points)
META’s Blowout Quarter: Should We Really Be Cheering With the Crowd?
Half-Year Investor Letter – July 2025
Big Portfolio Changes: Rotating Out of Meta and Into More Asymmetric Bets
Zalaris: The European ADP At 1/5 the Price!
Ashtead Technology Dropped 23%: A Market Overreaction or Something Deeper?
Open Letter to Marco Brockhaus, CEO of Brockhaus Technologies AG
[FREE] The Investor’s Real Edge? Subtraction
Valuation, Bitcoin, and the European Edge – A Conversation with Heavy Moat Investments
Big Update, Zero Headlines & Shareholder Pressure Mounts: Why Brockhaus Might Be at a Turning Point
J.P. Morgan Beat the Tech Giants. Who’s Next?
The Total Shareholder Return Valuation Method: A Practical Framework for Long-Term Investors
Thinking Through LVMH: A Collection of 10 Ideas on the Investment Case
[FREE] Build the Portfolio Only You Could Build: Turning Experience Into an Investing Edge
Meta's AI Acquisition Spree, Google in AI, Boston Beer’s Valuation, and 100-Bagger Lessons
A 35% CAGR Setup in Europe Right Now? – How Regulatory Fear Has Crushed Edenred's Stock
Will Stablecoins Kill Wise, Visa, and Mastercard? A Deep Dive into the Real Threat – and the Hype
When the Wisdom of Crowds Turns Mad!
[FREE] Everything You Thought Was Safe… Isn’t Anymore! – Jeffrey Gundlach Unpacks the Shift
New Podcast: Reflecting on Returns, Cash Drag & Wise’s Voting Control
Reflecting on Returns, Cash Drag & Wise’s Voting Control
Portfolio Update: Four Moves, One Theme ...
[FREE] Why Wise’s “Governance Problem” Might Be Its Greatest Strength
Wise’s FY25 results: The Quiet Compounding Continues
The AI Shockwave: Why Tech Is Riskier Now Than Ever Before
Brockhaus Q1 2025: A Disaster on the Surface – But Something Changed
Why Not All Growth Is Created Equal: A Rule of Thumb for Pricing Power
Everything You Need to Know! Who This Blog Is For (and What You’ll Get)
I Sat Down for an Interview on Quality, Conviction, and Quiet Compounding
DigitalOcean TL;DR Version: Might $DOCN Be the AWS of SMEs?
CMG 4.0 Hits a Speed Bump: Is the Strategy Still Intact?
[FREE] Rob Vinall on Tariffs, EVs, and the Future of Investing in China
Valuing DigitalOcean in 2025: Mid-Teens IRR or Value Trap?
What Most Investors Miss About DigitalOcean’s Competitive Edge
Forget ROIC! This Metric Tells You How Well a Business Really Compounds
From Reported to Real: The Hidden Economics of Novo Nordisk’s Cash Flow
You Missed the Bottom? Read This!
Google Has Been Disrupted! Now What?
Monday.com: A Quiet Powerhouse in a Crowded SaaS World
Regulation, Ringfencing, and Reality: What’s Next for Evolution Gaming Investors?
Everyone Thinks the Market Is Doomed! But The Data Says Otherwise...
From U.S. Premium to Global Paranoia: A New Era for Investors?
Thinking in Bets: What Poker and Horse Racing Teach Us About Markets
A Hidden Compounder in Germany’s Tech Heartland? Double-Digit FCF Yield, Two Moats, and Zero Hype?
This Is NOT a Normal Market Crash! 5 Investing Truths for the 2025 Market Meltdown
Netflix’s $1 Trillion Plan Shocks Wall Street!
The Equity Yield Curve: Why the Long Game Pays Better Than You Think
The Most Irrelevant Earnings Season the World of Stocks Has Ever Seen?
Novo Nordisk’s -58% Stock Crash: A Generational Buying Opportunity?
Three Probability Lenses on America’s Market Outlook
Navigating the Pendulum: How Market Whiplash and “Trumpism” Are Reshaping U.S. Exceptionalism
Forced Liquidations Still Looming? Jeffrey Gundlach’s Market Warnings
Black Monday Looms: Why I’m Ready—and You Should Be Too
Nasdaq’s SHOCKING 24/5 Trading Plan!
Why I’m Betting on This Stock in the Next Decade of Energy Transition
Discussing CASH! To Time or Not to Time the Market (pt. 4 w/ Andrew Brown)
Building Your Own Serial Acquirer - Starting at Stage 0 (pt. 3 w/ Andrew Brown)
Can Simple Metrics Trump Complex Valuation Approaches? The Truth About Multiples ...
Serial Acquirers: Compounding Wealth Through Deals (pt. 2 w/ Andrew Brown)
Moncler: Unpacking a Long-Term Investment in Luxury’s Hottest Outerwear Brand
What Do Ray Dalio and Salesforce's CEO Know about the Future that You Don’t?
Becoming a Better Investor – Our Journey So Far (w/ Andrew Brown)
4 Ways to Assess The Current State of the US Stock Market and Its Future Prospects
Has the US Market Left The “Zone of Reasonableness”? Decoding Buffett’s Wisdom
From Soros to Buffett: Exploring the Art and Science of Market Timing
Inside the Mind of Jim Chanos: 8 Lessons Every Investor Needs to Know
Some Thoughts on Taking Calculated Risks Early in Your Investing Journey
Why I’m More Successful Than Elon Musk
Is the Market on the Brink of Another 1929 Crash?
Bridgewater's Sobering Market Outlook, Our Cash Positions, and Google & Celsius' Stocks
When to Buy, When to Sell? A Surprising Paradox in Long-Term Investing + A Rule of Thumb
Meta’s AR Ambitions: WhatsApp as a Strategic Edge in the Smart Glasses Race?
A Look at Moncler's Stock: High Fashion, High Returns?
The Confidence Paradox: Cash Management in Roaring Markets
Who’s Next? The Inevitable AI Shake-Up Headed for the S&P 500
Celsius Buys Alani Nu: A Match Made in Heaven?
Big Tech’s Spending Spree, Meta's Valuation & A Handy Rule of Thumb
Logarithms, S-Curves, and the Truth About Gaining Investing Expertise!
Meta Platforms: A "Spawner" in the Making?
10 Lessons from Li Lu’s Newest Speech on Global Value Investing!
Kering: An Underrated French Luxury Empire?
Not All Reinvestment Is the Same: How Two Companies Reinvented Growth Strategies
7 EXTREMELY Beaten-Down Stocks!
Why the Best Investment Opportunities Are to Be Found Where No One Is Looking!
Investing in China & Living a Successful Life! (with Tiho Brkan)
How a Growth Stock Becomes a Value Investment! (Part 2 with Tiho Brkan)
A Reinvention of the Rule of 40? Invest Smarter with the Rule of X!
Interview with Tiho Brkan: Is Buffett Making a Big Market Call?
How the Stock Market Could Change in 2025!
What You Need to Learn From Last Year’s Market!
Evolution Gaming: A World-Class Business ON SALE?
Triple-Digit Returns: Luck, Leverage, or Illusion?
Kering: A Luxury Stock That Could DOUBLE?
Is Uber an Attractive Investment in 2025?
UBER Stock: A Generational Buying Opportunity in 2025?
The S&P 500: Not As Overvalued As You Might Think?
How OVERVALUED Are US Stocks REALLY?!
The Diversification Illusion of the S&P 500: A Warning for Passive Investors