No More Investing Secrets! (by René Sellmann)

René Sellmann
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No More Investing Secrets! Investing with René Sellmann - Learn how to invest successfully and intelligently by investing in high-quality stocks. www.compoundwithrene.com

  1. 2d ago

    Let's talk stocks with Rene and Marc

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

  2. Aug 17

    A Chat with Compounding Quality: Building a 1M+ Community & Aiming for $1/Minute Free Cash Flow

    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 Ulta Beauty, OTC Markets, and Textainer, and his current goal of generating $1 in free cash flow per minute from his portfolio. * Building a 1M+ Audience: The story behind starting his social media presence in 2022, growing to nearly 1 million followers, and handling the responsibility that comes with a massive platform. * Mindset & Handling Criticism: How he processes online feedback and tough comments using a growth mindset. * Networking & Berkshire Hathaway: The power of networking at major industry events like Berkshire Hathaway meetings and how leveraging a strong network builds better investment insights. You can also find Pieter from Compounding Quality (Substack) on X (@QCompounding), LinkedIn (click here), and Instagram (@pieterslegersofficial). Get full access to Compound with René at www.compoundwithrene.com/subscribe

  3. Aug 11

    Unlocking Japan: Deep Value, Activism, and the $300M Opportunity w/ Jamie Halse

    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 constructively with management to unlock trapped balance sheet cash. We take a deep dive into the real drivers behind Japan’s market evolution, looking past high-level headlines to explore: * The $300M Sweet Spot: Why over 2,000 Japanese micro/small-cap companies lack meaningful analyst coverage, and how that structural neglect creates Senjin’s core edge. * Setting up a Fund: Jamie detailed the operational challenges of setting up an activist fund in Japan, the process of identifying and engaging with target companies, and the cultural and financial literacy aspects of working with Japanese management teams. * Governance Reform vs. Cosmetic Compliance: We discussed the progress of governance reforms in Japan, the differences between large and small caps, and the competitive landscape for activist investing. How to distinguish between genuine capital allocation shifts and superficial disclosures as the Tokyo Stock Exchange pushes for higher capital efficiency. * Tactical Activism: What constructive, active engagement actually looks like in practice. * Macro Dynamics & The Yen: Jamie’s take on central bank policy, unwinding cross-shareholdings, and why currency fluctuations play a distinct role depending on export versus domestic exposure. Jamie shared his views on the yen’s undervaluation, the impact of currency movements on different types of businesses, and briefly compared the situation in Japan to Korea. Whether you are an institutional allocation specialist or looking to understand why global investors are re-evaluating Japanese equities, this conversation offers a pragmatic, ground-level blueprint for value investing in Japan today. Get full access to Compound with René at www.compoundwithrene.com/subscribe

  4. Jul 7

    Is this 1999 all over again? The case for looking anywhere but US tech

    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 tells him about today’s market. We spend real time on the AI and semiconductor boom. Is it 1999 again, or something different? Marc makes the case for European markets outperforming the US once more, and explains his growing interest in Japan and South America. We dig into total addressable market as a framing tool, the role of retail investors and leverage products in the volatility we keep seeing, and why so much of the market misreads risk right now. Then there’s the human thread. Marc tells the story of his former accounting professor who made a dry subject feel alive and, in doing so, redirected his entire career. It’s a reminder that the right teacher at the right moment can change everything. PS: Marc sent me an update this morning on his former teacher: “He’s still there. Since 1982!“ If you think about markets in terms of edge, patience, and where the crowd is looking versus where it isn’t, this one is for you. Get full access to Compound with René at www.compoundwithrene.com/subscribe

  5. Jun 25

    AI as Your Research Team? Inside a Modern Investing Workflow (with Compound with AI)

    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 how he carved out such a distinctive niche. A quick note before you dive in: we recorded this one over video, and at a few points (mainly towards the end) minor connection issues crept in, causing some short cutoffs in the audio. Apologies for the occasional rough patch – the conversation and ideas more than hold up, and I didn’t want a few dropped seconds to keep this one from reaching you. The heart of the conversation is practical. We walk through a typical research day and where AI actually fits, from idea generation to final conviction – which parts of the process he’s fully automated, which are AI-assisted, and which he deliberately keeps manual. He breaks down the tools he’s most proud of, automating corporate filings, and how genuinely accessible all of this has become for non-technical investors. We also get tactical on prompting: what separates a great investing prompt from a mediocre one, etc., etc. We close on the harder questions. Where does AI still fall short for serious investment work – hallucinations, bad sourcing, made-up numbers? Can these models do real second- and third-order thinking, or are they pattern-matching plausible reasoning? If you want to start using AI seriously in your own process, listening to this episode is a must, I believe. Get full access to Compound with René at www.compoundwithrene.com/subscribe

    AI as Your Research Team? Inside a Modern Investing Workflow (with Compound with AI)

  6. May 9

    Will AI Make Markets Less Efficient?

    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 Goldman Sachs podcast featuring their quant team, I explore the widening gap between how machines “price” assets and how long-term value is actually built. The big question I want to pose to you: Is AI making markets more efficient, or is it just making them more reactive? I’ve shared my full thoughts in the video, but I’d love to hear your take in the comments – are you finding AI to be a net positive for your strategy, or is it just adding noise? Get full access to Compound with René at www.compoundwithrene.com/subscribe

    Will AI Make Markets Less Efficient?

  7. Apr 4

    Navigating Quality in a Shifting Market – Adobe, Berkshire, Constellation, and Beyond (a Chat with The Pursuit of Compounding)

    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 remains his largest anchor and how he differentiates between a temporary narrative shift and a genuine crack in a business’s fundamentals. * Risk & Reward: We analyze the high-conviction plays in his portfolio – from wide trajectory of outcomes in certain sectors to the steady compounding of names like Constellation Software. * Impact-Per-Minute: Trevor shares a personal look at the people who left a permanent mark on his life in just a single moment. This conversation is a masterclass in balancing a demanding professional career with the rigorous research required to find the world’s best durable compounders. Find the “Pursuit of Comounding” blog and the write-up we discussed towards the end of the episode here: Get full access to Compound with René at www.compoundwithrene.com/subscribe

  8. Mar 26

    From Tangibles to Intangibles: The Shifting Landscape of Net Working Capital (with Heavy Moat Investments)

    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 payable and short-term debt. We’ll also discuss the implications of negative working capital, how it can be a strategic advantage for companies like Amazon or SaaS businesses, and where and when it can signal liquidity risks. Additionally, we explore the evolution of NWC over the decades, highlighting the shift from tangible to intangible assets and its impact on balance sheet analysis. Tune in as we explore early red flags, key indicators of business performance, and what the decline in NWC over the last 50 years means for corporate efficiency in the modern era. Get full access to Compound with René at www.compoundwithrene.com/subscribe

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No More Investing Secrets! Investing with René Sellmann - Learn how to invest successfully and intelligently by investing in high-quality stocks. www.compoundwithrene.com

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