Sitemap - 2025 - Quality Investing with René Sellmann
[FREE] Build the Portfolio Only You Could Build: Turning Experience Into an Investing Edge
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
Portfolio Update: Four Moves, One Theme ...
Germany’s Best Kept Tech Secret? 64% EBIT margin + 150% Growth Trading at a 14x Multiple
[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?
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
Why I’m Betting on This Stock in the Next Decade of Energy Transition
Can Simple Metrics Trump Complex Valuation Approaches? The Truth About Multiples ...
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?
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?
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?
The Confidence Paradox: Cash Management in Roaring Markets
Who’s Next? The Inevitable AI Shake-Up Headed for the S&P 500
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
Why the Best Investment Opportunities Are to Be Found Where No One Is Looking!
A Reinvention of the Rule of 40? Invest Smarter with the Rule of X!
Triple-Digit Returns: Luck, Leverage, or Illusion?
Is Uber an Attractive Investment in 2025?
The S&P 500: Not As Overvalued As You Might Think?
The Diversification Illusion of the S&P 500: A Warning for Passive Investors