No More Investing Secrets!
No More Investing Secrets! Investing with René Sellmann - Learn how to invest successfully and intelligently by investing in high-quality stocks. www.compoundwithrene.com
Episodes
In this episode, we are joined by Niklas – better known as Heavy Moat Investments – a 26-year-old former software developer from Germany who’s carved out a niche in deep, thoughtful equity research. With over 22k followers on X and 9k on Substack, he’s quickly become a go-to voice for long-term investors who care about moats, valuation frameworks, and owning quality.
We cover:– How Niklas got into investing and how his thinking...
In this episode, we cover several major developments in tech and investing. We start by asking: Has Google already lost the AI race? Then we look at Meta’s aggressive AI strategy — including high-profile acquisition attempts and the hiring of former OpenAI executives — and whether it’s time to consider selling the stock. We also revisit The Boston Beer Company and its valuation, wondering if it’s as cheap as it looks. Finally, we ...
Reflecting on Returns, Cash Drag & Wise’s Voting Control
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Time to Buy Lululemon AGAIN?
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This Is NOT a Normal Market Crash! 5 Investing Truths for the 2025 Market Meltdown ...
Podcast music: https://www.epidemicsound.com/track/1Zx0EcEIfC/ https://www.epidemicsound.com/track/gypXg9wfIO/
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Podcast music: https://www.epidemicsound.com/track/1Zx0EcEIfC/
https://www.epidemicsound.com/track/AiARCNujQD/
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Is now the right time to buy Adobe stock? In this video, we dive into Adobe’s latest earnings, growth outlook, and competitive positioning to help investors decide whether ADBE is a buy at current levels. With AI integration, subscription model strength, and consistent cash flow generation, Adobe remains a tech stock worth watching. We’ll also examine key valuation metrics and analyst expectations to determine if the stock is under...
Are You Ready? 24/7 Trading Is Coming – Here’s How to Win on the Nasdaq stock exchange ... Nasdaq’s SHOCKING 24/5 Trading Plan!
Podcast music: https://www.epidemicsound.com/track/1Zx0EcEIfC/
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Podcast music: https://www.epidemicsound.com/track/1Zx0EcEIfC/
Get full access to Quality Investing with René Sellmann at www.compoundwithrene.com/subscribe
Building Your Own Serial Acquirer - Starting at Stage 0 (pt. 3 w/ Andrew Brown)
Podcast music: https://www.epidemicsound.com/track/1Zx0EcEIfC/
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Serial Acquirers: Compounding Wealth Through Deals (pt. 2 w/ Andrew Brown)
Podcast music: https://www.epidemicsound.com/track/1Zx0EcEIfC/
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Becoming a Better Investor – Our Journey So Far (w/ Andrew Brown)
Podcast music: https://www.epidemicsound.com/track/1Zx0EcEIfC/
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Bridgewater's Sobering Market Outlook, Our Cash Positions, and Google & Celsius' Stocks
Podcast music: https://www.epidemicsound.com/track/1Zx0EcEIfC/
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A Look at Moncler's Stock: High Fashion, High Returns?
Podcast music: https://www.epidemicsound.com/track/1Zx0EcEIfC/
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Celsius Buys Alani Nu: A Match Made in Heaven?
Podcast music: https://www.epidemicsound.com/track/1Zx0EcEIfC/
https://www.epidemicsound.com/track/5ul0LfurvG/
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Big Tech’s Spending Spree, Meta's Valuation & A Handy Rule of Thumb
Podcast music: https://www.epidemicsound.com/track/1Zx0EcEIfC/
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The GIANT Tesla Illusion!
Podcast music: https://www.epidemicsound.com/track/1Zx0EcEIfC/
https://www.epidemicsound.com/track/mDGaljb3KD/
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7 EXTREMELY Beaten-Down Stocks!
Podcast music: https://www.epidemicsound.com/track/1Zx0EcEIfC/
https://www.epidemicsound.com/track/lbCBdVlK1c/
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Investing in China & Living a Successful Life! (with Tiho Brkan)
Music:
https://www.epidemicsound.com/track/1Zx0EcEIfC/
https://www.epidemicsound.com/track/3lZI8tMu00/
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How a Growth Stock Becomes a Value Investment! (Part 2 with Tiho Brkan)
Podcast music: https://www.epidemicsound.com/track/1Zx0EcEIfC/
https://www.epidemicsound.com/track/3lZI8tMu00/
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