Sitemap - 2025 - Compound with René
Learning from Henry Ellenbogen
Deep Dive: 26 Stock Ideas for 2026
Deep Dive: Nippon Paint Holdings ($4612)
What Prediction Markets Reveal About Stock Picking
Deep Dive: HelloFresh SE ($HFG)
Wise in 2026: Uplisting, Stablecoins, and the Next Phase of Cross-Border Payments
How to Play the Coming Oil Supply Crunch: A Simple Mental Model for a Complicated Commodity Cycle
[FREE] The Next Subprime? Jeffrey Gundlach’s Deeply Bearish Take On Private Credit
My Updated TSR Model for Valuing High-Quality Growth Companies
Deep Dive: Revisiting CMG ($CMG.TO)
Deep Dive: Revisiting Timee ($215A)
The Subtle Art of Capital Allocation
Portfolio Update: Why I Sold One Stock and Doubled Down on Three Others
Shameless Cloning 2.0: Pabrai’s Idea, Upgraded for 2026
Deep Dive: Revisiting Wise ($WISE)
Deep Dive: An Untapped Basket Trade
Value Investing 3.0 & The Next Evolution of Stock Screening
Deep Dive: Brokerage Business Industry Analysis
[FREE] 7 Timeless Takeaways from Peter Lynch’s First Interview in Years!
Portfolio Update: More Reshuffling + Some Big Shifts
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!
Timing the Market or Owning the Business? The Eternal Investor’s Dilemma
Deep Dive: Revisiting UP Fintech ($TIGR)
How I Built My Investing Dashboard on Koyfin (And Why It Changed My Process)
Deep Dive: Nathan's Famous ($NATH)
Deep Dive: Revisiting Edenred ($EDEN)
Brockhaus Technologies and the Fragile Foundation of Policy-Driven Demand
Portfolio Update: Adding to Two Positions & One New Buy
[FREE] The Two Faces of Conviction: Speed, Patience, and What Really Wins in Markets
Deep Dive: Tiger Brokers ($TIGR)
Nvidia at 8%, Should You Buy ATHs?, FCF + Growth, and a Look at Crocs, Lulu, Adobe & Novo
Deep Dive: 22 Stock Ideas Too Interesting to Ignore!
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
Earnings Review: Monday.com ($MNDY)
Finding Opportunity in the Market’s Blind Spots!
Deep Dive: Revisiting CMG ($CMG)
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
Deep Dive: Revisiting Novo Nordisk ($NVO)
Deep Dive: Revisiting Novo Nordisk ($NVO)
Deep Dive: Revisiting CMG ($CMG.TO)
Earnings Review: Meta Platforms ($META)
Half-Year Investor Letter – July 2025
Big Portfolio Changes: Rotating Out of Meta and Into More Asymmetric Bets
Earnings Review: Revisiting Ashtead Technology ($AT)
Open Letter to Marco Brockhaus, CEO of Brockhaus Technologies AG
[FREE] The Investor’s Real Edge? Subtraction
Valuation, Bitcoin, and the European Edge – A Conversation with Heavy Moat Investments
Earnings Review: Brockhaus Technologies ($BKHT)
J.P. Morgan Beat the Tech Giants. Who’s Next?
The Total Shareholder Return Valuation Method: A Practical Framework for Long-Term Investors
[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
When the Wisdom of Crowds Turns Mad!
Deep Dive: Ashtead Technology ($AT)
[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 ...
Deep Dive: innoscripta AG ($1INN)
Deep Dive: Why Wise’s “Governance Problem” Might Be Its Greatest Strength
The AI Shockwave: Why Tech Is Riskier Now Than Ever Before
Earnings Review: Brockhaus Technologies ($BKHT)
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
Deep Dive: DigitalOcean ($DOCN) - Part 4
Earnings Review: Computer Modelling Group ($CMG.TO)
[FREE] Rob Vinall on Tariffs, EVs, and the Future of Investing in China
Deep Dive: DigitalOcean ($DOCN) - Part 3
Deep Dive: DigitalOcean ($DOCN) - Part 2
Deep Dive: DigitalOcean ($DOCN) - Part 1
Forget ROIC! This Metric Tells You How Well a Business Really Compounds
From Reported to Real: The Hidden Economics of Novo Nordisk’s Cash Flow
You Missed the Bottom? Read This!
Deep Dive: Evolution Gaming ($EVO)
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
Deep Dive: Brockhaus Technologies ($BKHT)
This Is NOT a Normal Market Crash! 5 Investing Truths for the 2025 Market Meltdown
Netflix’s $1 Trillion Plan Shocks Wall Street!
The Equity Yield Curve: Why the Long Game Pays Better Than You Think
The Most Irrelevant Earnings Season the World of Stocks Has Ever Seen?
Deep Dive: Novo Nordisk ($NVO)
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!
Deep Dive: Computer Modelling Group ($CMG.TO)
Discussing CASH! To Time or Not to Time the Market (pt. 4 w/ Andrew Brown)
Building Your Own Serial Acquirer - Starting at Stage 0 (pt. 3 w/ Andrew Brown)
Can Simple Metrics Trump Complex Valuation Approaches? The Truth About Multiples ...
Serial Acquirers: Compounding Wealth Through Deals (pt. 2 w/ Andrew Brown)
What Do Ray Dalio and Salesforce's CEO Know about the Future that You Don’t?
Becoming a Better Investor – Our Journey So Far (w/ Andrew Brown)
4 Ways to Assess The Current State of the US Stock Market and Its Future Prospects
Has the US Market Left The “Zone of Reasonableness”? Decoding Buffett’s Wisdom
From Soros to Buffett: Exploring the Art and Science of Market Timing
Inside the Mind of Jim Chanos: 8 Lessons Every Investor Needs to Know
Some Thoughts on Taking Calculated Risks Early in Your Investing Journey
Why I’m More Successful Than Elon Musk
Is the Market on the Brink of Another 1929 Crash?
Bridgewater's Sobering Market Outlook, Our Cash Positions, and Google & Celsius' Stocks
When to Buy, When to Sell? A Surprising Paradox in Long-Term Investing + A Rule of Thumb
Meta’s AR Ambitions: WhatsApp as a Strategic Edge in the Smart Glasses Race?
A Look at Moncler's Stock: High Fashion, High Returns?
The Confidence Paradox: Cash Management in Roaring Markets
Who’s Next? The Inevitable AI Shake-Up Headed for the S&P 500
Celsius Buys Alani Nu: A Match Made in Heaven?
Big Tech’s Spending Spree, Meta's Valuation & A Handy Rule of Thumb
Logarithms, S-Curves, and the Truth About Gaining Investing Expertise!
Deep Dive: Meta Platforms ($META)
10 Lessons from Li Lu’s Newest Speech on Global Value Investing!
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?
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