No More Investing Secrets! (by René Sellmann)

When the model is free, what is still scarce? In this live conversation, I sit down with fellow Substack writer Compound With AI to talk about how AI is reshaping the investing process – from agentic workflows and Claude Code to the question of whether we have already built our last financial model. We start with Terence Tao’s idea that mathematics is moving from an era of proof scarcity to one of...

When is the right time to sell a stock? In this video, we break down a framework for deciding when to exit a position based on a company’s intrinsic value compounding rate. While low-growth companies often warrant a sell the moment they re-rate to fair value, high-growth compounders require a completely different mindset. We look at why confidence ranges for valuation are much tighter for slower g...

I couple of weeks ago, I sat down with The Dutch Investors for a wide-ranging conversation on my evolution as an investor, my research framework, how I leverage AI, and how I think about the future of tech. I’m resharing this episode to reach a broader audience, so feel free to pass it along to anyone who might find it valuable. Let me know your key takeaways in the comments! Here is what we cover...

Thank you The Private Ledger , Burn The Index , Sebastian celeiro , and many others for tuning into my live video with Learning. Investing. Thriving. ! Join me for my next live video in the app. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.compoundwithrene.com

I recently hosted Pieter from Compounding Quality for an in-depth conversation covering his evolution as an investor, building a massive media presence, and managing a focused portfolio. Here is what we covered in the episode: * His Evolution: How Pieter transitioned from losing money as a teenage day trader to becoming a disciplined quality investor – including early mistakes with stocks like Ult...

In this episode, we sit down with Jamie Halse , Founder and Portfolio Manager at Senjin Capital, to dissect one of the most compelling and misunderstood corners of global equities: Japanese small-caps. Following 13 years at Platinum Asset Management, Jamie launched Senjin Capital in 2024 with a clear mandate – buying quality, asset-rich Japanese small caps at 30 cents on the dollar and engaging co...

Today’s guest, Marc, runs the Learning Learning. Investing. Thriving. blog on Substack, and his path there was anything but linear. Having lived in the US, France, and Asia, he traded relative value at Morgan Stanley before walking away from finance to teach. In this conversation, we get into why he compares assets and industries rather than obsessing over absolute valuations, and what that lens t...

In this episode, I sit down with the mind behind Compound With AI , the French investor who has built the most-followed account at the intersection of artificial intelligence and investing – now past 61,000 subscribers, ahead of even Aswath Damodaran, the “Dean of Valuation.” Wow! We trace his path from finance to becoming a go-to voice on putting AI to work in real investment research, and unpack...

Investors are currently obsessed with AI’s potential in almost every sector, but for investors, the stakes are uniquely high. Is this technology going to turn the stock market into a perfectly efficient machine where “alpha” goes to die, or is it actually creating more chaos for the rest of us, the stock pickers, to exploit? In my latest video, I dive into this tension. Inspired by a recent Goldma...

How does a medical doctor develop one of the most disciplined “quality-first” investment philosophies? In this episode, we sit down with Trevor from The Pursuit of Compounding to peel back the layers of his portfolio and process. We discuss: * The “Aha” Moment: Why Trevor shifted his focus to high-quality businesses that can compound for decades. * Portfolio Forensics: Why Berkshire Hathaway remai...

In this episode, we dive deep into the concept of Net Working Capital (NWC) with Heavy Moat Investments . We explore how NWC plays a crucial role in evaluating a company’s financial health, liquidity, and operational efficiency. We break down the key components of working capital, including current assets like cash, inventory, and accounts receivable, as well as current liabilities like accounts p...

In this episode, I sit down with Andrew Brown to unpack the real mechanics of investing – from the ideas that shape conviction to the mistakes that refine it. We start with reflections on 2025 and the lessons that most influenced Andrew’s thinking as an investor. From there, we dive deep into Constellation Software and the broader software selloff: why CSU stood out, how AI disruption changes the...

In this episode, my guest Jakub (@jakubhajost on X) and I unpack InPost – one of Europe’s most fascinating business-infrastructure stories that sits at the intersection of logistics, technology, and e-commerce enablement. We go beyond the obvious “locker company” label and explore the deeper mental model: Is InPost a logistics operator, a tech platform, or the rails of European e-commerce? We brea...

In the last episode of the year, my guest Heavy Moat Investments and I unpack a mix of ideas that shaped our thinking between 2025 and 2026. We kick off with the most interesting things we’ve been reading, watching, and listening to lately – the signals that made us pause, rethink, or double-click on a business or a stock market trend. Then we reflect on 2025 itself: the biggest lessons learned, t...

In this episode, I sit down with Mike Kytka from MoneyFlow Research (@moneyflowinvest), one of the most thoughtful independent investors covering cross-border payments, fintech infrastructure, and the rapidly evolving stablecoin landscape. Using Wise as our focal point, we explore where the company truly stands today: its moat, its regulatory advantage, its recent financial performance, and whethe...

In this episode, Ruki and Andrew join the show. We cover a wide range of themes shaping tech and markets in 2025. We dig into how AI might disrupt established players like Salesforce, PayPal, and Adobe, and whether large language models are really a dead end on the path to AGI. We also debate the fintech battleground with Wise vs. Stripe, discuss our takeaways from Meta Connect 2025, share a snap...

In this episode, we dive into the big questions shaping today’s market – from Nvidia climbing to 8% of the S&P 500 to whether buying at all-time highs is smart or reckless. We break down the timeless debate on market timing, unpack why free cash flow plus growth is such a powerful formula, and take a closer look at stocks like Crocs, Lululemon, Adobe, Novo Nordisk, and many more. Get full access t...

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...

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...

Reflecting on Returns, Cash Drag & Wise’s Voting Control Get full access to Compound with René at www.compoundwithrene.com/subscribe

Time to Buy Lululemon AGAIN? Get full access to Compound with René at www.compoundwithrene.com/subscribe

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/ Get full access to Compound with René at www.compoundwithrene.com/subscribe

Podcast music: https://www.epidemicsound.com/track/1Zx0EcEIfC/   https://www.epidemicsound.com/track/AiARCNujQD/ Get full access to Compound with René at www.compoundwithrene.com/subscribe

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...

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/   Get full access to Compound with René at www.compoundwithrene.com/subscribe