No More Investing Secrets! (by René Sellmann)
No More Investing Secrets! is a podcast hosted by René Sellmann that teaches listeners how to invest successfully and intelligently by focusing on high-quality stocks. The show aims to demystify investing and provide practical strategies for building wealth. René Sellmann shares his expertise and insights to help both novice and experienced investors make informed decisions. The podcast is based on the principles outlined on his website, compoundwithrene.com.
Episodes
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
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
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 pa
SaaSMageddon, CSU, Almost Buying Wise & His "Passion Stock" – A Chat with Andrew Brown
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 t
InPost: More Than Lockers – The Rails of European E-Commerce
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 break
2025 Reflections, AI vs Software, VMS Moats, Portfolio Reshuffling & 2026 Predictions (with Heavy Moat Investments)
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, th
Wise in 2026: Uplisting, Stablecoins, and the Next Phase of Cross-Border Payments
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
Fintech Rivalries, AI’s Dead End, and Market Forces: Snap Judgments on Salesforce, PayPal, Adobe, Wise vs. Stripe, and Adyen
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
Nvidia at 8%, Should You Buy ATHs?, FCF + Growth, and a Look at Crocs, Lulu, Adobe & Novo
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
Valuation, Bitcoin, and the European Edge – A Conversation with Heavy Moat Investments
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
Meta's AI Acquisition Spree, Google in AI, Boston Beer’s Valuation, and 100-Bagger Lessons
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
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?
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
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
Netflix’s $1 Trillion Plan Shocks Wall Street!
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
Time to Buy Adobe Stock?
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
Nasdaq’s SHOCKING 24/5 Trading Plan!
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
Discussing CASH! To Time or Not to Time the Market (pt. 4 w/ Andrew Brown)
Podcast music: https://www.epidemicsound.com/track/1Zx0EcEIfC/ Get full access to Compound with René at www.compoundwithrene.com/subscribe
Building Your Own Serial Acquirer - Starting at Stage 0 (pt. 3 w/ Andrew Brown)
Building Your Own Serial Acquirer - Starting at Stage 0 (pt. 3 w/ Andrew Brown)Podcast music: https://www.epidemicsound.com/track/1Zx0EcEIfC/ Get full access to Compound with René at www.compoundwithrene.com/subscribe
Serial Acquirers: Compounding Wealth Through Deals (pt. 2 w/ Andrew Brown)
Serial Acquirers: Compounding Wealth Through Deals (pt. 2 w/ Andrew Brown)Podcast music: https://www.epidemicsound.com/track/1Zx0EcEIfC/ Get full access to Compound with René at www.compoundwithrene.com/subscribe
Becoming a Better Investor – Our Journey So Far (w/ Andrew Brown)
Becoming a Better Investor – Our Journey So Far (w/ Andrew Brown)Podcast music: https://www.epidemicsound.com/track/1Zx0EcEIfC/ Get full access to Compound with René at www.compoundwithrene.com/subscribe
Bridgewater's Sobering Market Outlook, Our Cash Positions, and Google & Celsius' Stocks
Bridgewater's Sobering Market Outlook, Our Cash Positions, and Google & Celsius' Stocks Podcast music: https://www.epidemicsound.com/track/1Zx0EcEIfC/ Get full access to Compound with René at www.compoundwithrene.com/subscribe
A Look at Moncler's Stock: High Fashion, High Returns?
A Look at Moncler's Stock: High Fashion, High Returns? Podcast music: https://www.epidemicsound.com/track/1Zx0EcEIfC/ Get full access to Compound with René at www.compoundwithrene.com/subscribe
Celsius Buys Alani Nu: A Match Made in Heaven?
Celsius Buys Alani Nu: A Match Made in Heaven?Podcast music: https://www.epidemicsound.com/track/1Zx0EcEIfC/ https://www.epidemicsound.com/track/5ul0LfurvG/ Get full access to Compound with René at www.compoundwithrene.com/subscribe
Big Tech’s Spending Spree, Meta's Valuation & A Handy Rule of Thumb
Big Tech’s Spending Spree, Meta's Valuation & A Handy Rule of ThumbPodcast music: https://www.epidemicsound.com/track/1Zx0EcEIfC/ Get full access to Compound with René at www.compoundwithrene.com/subscribe
The GIANT Tesla Illusion!
The GIANT Tesla Illusion!Podcast music: https://www.epidemicsound.com/track/1Zx0EcEIfC/ https://www.epidemicsound.com/track/mDGaljb3KD/ Get full access to Compound with René at www.compoundwithrene.com/subscribe
7 EXTREMELY Beaten-Down Stocks!
7 EXTREMELY Beaten-Down Stocks!Podcast music: https://www.epidemicsound.com/track/1Zx0EcEIfC/ https://www.epidemicsound.com/track/lbCBdVlK1c/ Get full access to Compound with René at www.compoundwithrene.com/subscribe
Investing in China & Living a Successful Life! (with Tiho Brkan)
Investing in China & Living a Successful Life! (with Tiho Brkan)Music:https://www.epidemicsound.com/track/1Zx0EcEIfC/ https://www.epidemicsound.com/track/3lZI8tMu00/ Get full access to Compound with René at www.compoundwithrene.com/subscribe
How a Growth Stock Becomes a Value Investment! (Part 2 with Tiho Brkan)
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/ Get full access to Compound with René at www.compoundwithrene.com/subscribe
Interview with Tiho Brkan: Is Buffett Making a Big Market Call?
Interview with Tiho Brkan: Is Buffett Making a Big Market Call?MUSIC:https://www.epidemicsound.com/track/5ul0LfurvG/https://www.epidemicsound.com/track/1Zx0EcEIfC/ Get full access to Compound with René at www.compoundwithrene.com/subscribe
How the Stock Market Could Change in 2025!
How the Stock Market Could Change in 2025!Podcast music: https://www.epidemicsound.com/track/1Zx0EcEIfC/ Get full access to Compound with René at www.compoundwithrene.com/subscribe
I Have Big News!
I Have Big News! Get full access to Compound with René at www.compoundwithrene.com/subscribe
What You Need to Learn From Last Year’s Market!
What You Need to Learn From Last Year’s Market!Podcast music: https://www.epidemicsound.com/track/1Zx0EcEIfC/ Get full access to Compound with René at www.compoundwithrene.com/subscribe
Evolution Gaming: A World-Class Business ON SALE?
Evolution Gaming: A World-Class Business ON SALE?Podcast music: https://www.epidemicsound.com/track/1Zx0EcEIfC/ https://www.epidemicsound.com/track/lkX20ms161/ Get full access to Compound with René at www.compoundwithrene.com/subscribe
Kering: A Luxury Stock That Could DOUBLE?
Kering: A Luxury Stock That Could DOUBLE?Podcast music: https://www.epidemicsound.com/track/1Zx0EcEIfC/ https://www.epidemicsound.com/track/hEchBeifrW/ Get full access to Compound with René at www.compoundwithrene.com/subscribe
UBER Stock: A Generational Buying Opportunity in 2025?
UBER Stock: A Generational Buying Opportunity in 2025?MUSIC:https://www.epidemicsound.com/track/bNTIw2jFG6/ Get full access to Compound with René at www.compoundwithrene.com/subscribe
How OVERVALUED Are US Stocks REALLY?!
The question of whether US stocks are overvalued has become a hot topic among investors, particularly in the face of rising interest rates, geopolitical uncertainties, and a tech sector that continues to dominate the market.OTHER LINKS: JP Morgan Report: https://assets.jpmprivatebank.com/content/dam/jpm-pb-aem/global/en/documents/eotm/the-alchemists.pdfMUSIC:https://www.epidemicsound.com/track/5ul
The 5 Best Growth Stocks for 2025!
The 5 Best Growth Stocks for 2025!Discover the top 5 stocks to watch in 2025 and learn why they could deliver impressive returns. In this video, I break down my top picks, starting with Louis Vuitton (LVMUY), a global luxury powerhouse poised for continued growth as consumer demand for premium products surges. Next up is Celsius Holdings (CELH), a leader in the booming energy drink market, offerin
The S&P 500's Diversification Illusion!
The S&P 500's Diversification Illusion!Music: https://www.epidemicsound.com/track/1Zx0EcEIfC/ Get full access to Compound with René at www.compoundwithrene.com/subscribe
My ENTIRE Stock Portfolio REVEALED!
My ENTIRE Stock Portfolio REVEALED!MUSIC:https://www.epidemicsound.com/track/A0YOYAJjkv/ Get full access to Compound with René at www.compoundwithrene.com/subscribe
How to Crush Your Financial Goals in 2025!
How to Crush Your Financial Goals in 2025! Get full access to Compound with René at www.compoundwithrene.com/subscribe
7 Signs the Market Is About to Crash!
The U.S. stock market is currently facing an array of warning signals that could point to an imminent correction or crash. Analysts are closely monitoring key indicators such as interest rate decisions, inflation figures, and market volatility. High valuations in sectors like technology have raised fears that stocks could be overextended, leaving little room for growth. With the S&P 500 and Na
Is Google's Stock a BUY Now?
Is Google's Stock a BUY Now?*DO YOU WANT TO LEARN HOW TO INVEST SUCCESSFULLY AND TRANSFORM YOUR FINANCIAL LIFE?*https://www.mentalmodelsmentoring.com/Google’s groundbreaking announcement about their new quantum computing chip has investors buzzing: is now the right time to buy Google stock? In this video, we explore what this technological leap means for Alphabet Inc. (GOOGL) and its shareholders.
Ticker Talk: Is Yeti a Quality Business?
Ticker Talk: Is Yeti a Quality Business? Get full access to Compound with René at www.compoundwithrene.com/subscribe
Is It Too Late to Buy Bitcoin?
Is It Too Late to Buy Bitcoin? Exploring the Market in 2024Are you wondering if it's still a good time to invest in Bitcoin? With its rapid price fluctuations and the rise of alternative cryptocurrencies, many are questioning whether Bitcoin's golden era has passed. In this video, we break down Bitcoin's current market trends, historical performance, and future potential to help you make an inform
Warren Buffett's Big Market Call!
Warren Buffett's Big Market Call! Get full access to Compound with René at www.compoundwithrene.com/subscribe
Bill Ackman's NEW Big Investment!
Bill Ackman's NEW Big Investment! Get full access to Compound with René at www.compoundwithrene.com/subscribe
What the REALLY Smart Money Is Buying!
What the REALLY Smart Money Is Buying!MUSIC:https://www.epidemicsound.com/track/H8Fw1HdRTh/ Get full access to Compound with René at www.compoundwithrene.com/subscribe
The Stock Market Is BOOMING!!
The U.S. stock market has been on a remarkable upward trajectory since the re-election of Donald Trump, reflecting a renewed sense of economic optimism among investors. Key indices such as the S&P 500 and Nasdaq have surged as sectors from technology to finance report robust performance, driven by investor confidence in pro-business policies and potential economic reforms under Trump's leaders
The Quality Stock Bubble!
In this video, we’re uncovering a hidden stock bubble that few are talking about, focusing on some of the most popular quality stocks in today’s market. While these companies are known for being industry leaders and strong investments, their current valuations might not align with realistic future returns. We’ll break down why these high-quality stocks, often seen as “safe bets,” could be overvalu
Is Capri's Stock a Buy After Its -50% Drop?
This Stock Dropped -50% Overnight! Time to Buy?In this video, we dive into the recent volatility surrounding Capri Holdings (CPRI) and its stock reaction after the blocked Tapestry acquisition. With the planned buyout of Capri Holdings by Tapestry (TPR) now facing significant obstacles, the stock market has reacted strongly, raising questions for both investors and analysts. We’ll explore the reas
Is Starbucks DYING? Shocking New Data!
Is Starbucks DYING? Shocking New Data!Starbucks just released its worst financial report since the pandemic, sending shockwaves through investors and coffee lovers alike. In this video, we dive deep into Starbucks' latest earnings numbers and what they mean for the future of its stock. From declining revenue to underwhelming global growth, Starbucks is facing significant challenges that may impact
Unloved Sector with MASSIVE Upside Potential? (Ticker Talk #2)
The Most Undervalued Sector Right Now?Investors often overlook alcohol stocks, but this sector might present unique opportunities for those willing to dig deeper. In this video, we explore whether alcohol companies, despite being out of favor in some circles, offer strong potential for long-term growth. From changing consumer trends to global expansion, alcohol stocks may be set for a rebound. We’
Why Most People NEVER Get Rich! (And How YOU Can!)
Starting your investing journey early is crucial for long-term wealth building, as it allows you to benefit from the power of compounding. In my video, I explain why investing in stocks, compared to other asset classes, offers higher growth potential over time. By taking that first step into the stock market, even with small amounts, you set yourself up to take advantage of market gains and the co
Celsius Stock: Buy When Everyone Hates It? (Ticker Talk #1)
Celsius Stock: Buy When Everyone Hates It? (Ticker Talk #1) Get full access to Compound with René at www.compoundwithrene.com/subscribe
Has China Just Become Investable (Again)?
Has China Just Become Investable (Again)? The Chinese stock market has recently captured investor attention with an impressive rally, sparking discussions about whether it has become investable again. After years of regulatory crackdowns and economic uncertainty, key indices like the KraneShares CSI China Internet ETF have surged nearly 40% in just two weeks, while major companies like JD.com have
Roasting the $86,000 Portfolio of a Subscriber!
Roasting the $86,000 Portfolio of a Subscriber! Get full access to Compound with René at www.compoundwithrene.com/subscribe
The Most Expensive Stock Markets in the World
In this episode, we take an in-depth look at the most expensive stock markets in the world based on key valuation metrics like Price-to-Earnings (P/E) ratios, Price-to-Book (P/B) ratios, and market cap trends. Learn which countries and markets are topping the charts in terms of high valuation. From the U.S. and Swiss markets to Hong Kong and beyond, we'll explore the driving forces, economic c
My 3 Highest Conviction Stocks (Q&A Session)
My 3 Highest Conviction Stocks (Q&A Session)Music: https://www.epidemicsound.com/track/1zx0eceifc/%e2%81%a0 Get full access to Compound with René at www.compoundwithrene.com/subscribe
Good Bye Google? Why I Permanently Switched to ChatGPT
Good Bye Google? Why I Permanently Switched to ChatGPT Get full access to Compound with René at www.compoundwithrene.com/subscribe
Roasting the $148,000 Portfolio of an Investing Newcomer
Roasting the $148,000 Portfolio of an Investing Newcomer Get full access to Compound with René at www.compoundwithrene.com/subscribe
A Blueprint for Your First Stock Purchase
Ready to make your first stock purchase but not sure where to start? This video is your complete blueprint for beginners in the stock market. Learn step-by-step how to choose the right stock, open a brokerage account, and avoid common pitfalls. Whether you're new to investing or just need a clear guide to buying your first stock, this episode covers everything you need to know! Get full access
The Passive Investing Illusion!
So, you've got your ETFs lined up, you're feeling good, and you think you're on the smooth, easy road of passive investing. But what if I told you that you're actually more of an active investor than you realize? The truth is, most 'passive' investors aren't nearly as passive as they think. And in today's episode, I'm going to show you why your carefully curated
Be Your Own Investing Architect!
In this episode, I talk about why you have to be the architect of your stock valuation: Know various valuation methods, be aware of the strengths and weaknesses, and choose accordingly. TIP episode: https://open.spotify.com/episode/4s8xafflethE5c3LkYA31j?si=1e5ee3ab3f744f9d Music: https://www.epidemicsound.com/track/S4lU7WN6ZS/https://www.epidemicsound.com/track/BB3T2KblZz/ Get full access to Com
Roasting The $80,000 Stock Portfolio of an IT Entrepreneur
In this new format, Andrew and I will take a look at the portfolios of some of my subscribers. We'll discuss the overall portfolio construction, look at the financial setup of the individuals, and share what we think about some of the decisions that have been made. Of course, this is not investment advice and we only share what we would do if this were our portfolio for entertainment purposes.
The NEW Generation of ETFs!
In the 31 years since their U.S. debut, exchange-traded funds (ETFs) have grown to manage over $9 trillion across more than 3,300 funds. ETFs offer portfolio diversification like mutual funds but with added benefits such as low fees, tax efficiency, trading flexibility, and transparency. Their popularity has surged, with investors pouring $598 billion into U.S. ETFs in 2023 alone.Over time, ETFs h
Framework First! A Path to Smarter Investing
Understanding the importance of having clear processes can be an absolute superpower in stock market investing! Let me explain why.Intro music: https://www.epidemicsound.com/track/1Zx0EcEIfC/ Get full access to Compound with René at www.compoundwithrene.com/subscribe
Sam Altman's SECRET Billion-Dollar Empire!
Sam Altman is a 37-year-old startup guru and investor who is primarily known for being the CEO of OpenAI. His net worth, over the years, has skyrocketed. When you google Sam Altman's net worth, Google will tell you it’s 1 billion – in reality, however, it’s significantly larger as revealed in the WSJ article “The Opaque Investment Empire Making OpenAl's Sam Altman Rich”. The article reveal
Why It's a Great Time to Be a Stock Picker!
Last week was a very volatile week in the world of stocks: The Vix volatility index shot up to the high 30s on Monday and CNN’s Fear & Greed Index indicated "extreme fear." Supposedly, very few investors would’ve predicted last Monday that the major US indices would end the week pretty much flat, showing how difficult it is to predict short-term market movements. Also, the recent rol
Andrew Letendre's Simple, Yet Effective Investment Philosophy
Around 10 months ago I interviewed my buddy Andrew Letendre and we talked about his investment philosophy, his evolution as an investor, the importance of following a simple system, a few case studies as well as valuation mistakes. Intro music: https://www.epidemicsound.com/track/1Zx0EcEIfC/ Get full access to Compound with René at www.compoundwithrene.com/subscribe
The Man Who Beat YouTube Finance – Brandon van der Kolk
I got the chance to talk to Brandon who runs the New Money YouTube channel focused on finance and Investing (and stock market investing specifically - value investing focus).He shared some of the lessons he learned from running an investing YouTube channel, running one's own business, and investing in stocks. Intro music: https://www.epidemicsound.com/track/1Zx0EcEIfC/ Get full access to Compo
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