Sitemap - 2026 - Compound with René
Deep Dive: Fair Isaac ($FICO) - Part 4
Deep Dive: Fair Isaac ($FICO) – Part 3
South Sea Bubble 2.0? Notes from the 2026 Fundsmith AGM
Deep Dive: Fair Isaac ($FICO) – Part 2
Deep Dive: Fair Isaac ($FICO) – Part 1
The Most Absurd Stock Valuation in the Market Right Now?
Earnings Review: Timee ($215A)
Deep Dive: London Stock Exchange Group ($LSEG)
The 10 Hidden Dangers of the PE Ratio: The Definitive Guide to Wall Street’s Most Overused Metric
Macro & Micro Insights: Interesting Resources!
The "Citrini Bottom" – The Great Software Re-Rating of 2030
Deep Dive: Topicus.com Inc. ($TOI) – Master Piece
Deep Dive: Topicus.com Inc. ($TOI) – Part 4
Deep Dive: Topicus.com Inc. ($TOI) – Part 3
Deep Dive: Topicus.com Inc. ($TOI) – Part 2
Deep Dive: Topicus.com Inc. ($TOI) – Part 1
Deep Dive: Universal Music Group ($UMG)
Big Tech's $5 Trillion AI Sinkhole?
Deep Dive: Revisiting Novo Nordisk ($NVO)
Deep Dive: Video Game Stocks (Nintendo, Sony, Unity, Roblox, Take-Two et al.)
Investing in Software When AI Agents Arrive – A Framework for Who Gets Disrupted
Deep Dive: Revisiting Edenred ($EDEN)
Investing in China When the Rules Are Changing: Opportunity, Illusion, and Tail Risk
Deep Dive: Revisiting Uber ($UBER)
SaaSMageddon, CSU, Almost Buying Wise & His "Passion Stock" – A Chat with Andrew Brown
Deep Dive: A Misunderstood Founder-Led Acquirer Trading <10 Fwd. FCF
Why I Sold a Position + The Big "Is Software Still Investable?" Question
My “Perception Change” Framework – Technical Analysis (Part 3)
My “Perception Change” Framework – Qualitative Instruments (Part 2)
Playing a Different Game: When Fundamentals Aren’t Enough Anymore! (Part 1)
InPost: More Than Lockers – The Rails of European E-Commerce