Home Podcasts No More Investing Secrets! (by René Sellmann)
No More Investing Secrets! (by René Sellmann)

No More Investing Secrets! (by René Sellmann)

René Sellmann 71 Episodes Sep 17, 2026

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

When to ACTUALLY Sell a Stock (It’s Not When You Think)
When to ACTUALLY Sell a Stock (It’s Not When You Think) Sep 17, 2026 695 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
Navigating Quality Investing in 2026, AI Disruption & Moats: My Podcast with The Dutch Investors
Navigating Quality Investing in 2026, AI Disruption & Moats: My Podcast with The Dutch Investors Sep 13, 2026 4712 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 covered
Let's talk stocks with Rene and Marc
Let's talk stocks with Rene and Marc Sep 4, 2026 3757 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
A Chat with Compounding Quality: Building a 1M+ Community & Aiming for $1/Minute Free Cash Flow
A Chat with Compounding Quality: Building a 1M+ Community & Aiming for $1/Minute Free Cash Flow Aug 17, 2026 3533 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
Unlocking Japan: Deep Value, Activism, and the $300M Opportunity w/ Jamie Halse
Unlocking Japan: Deep Value, Activism, and the $300M Opportunity w/ Jamie Halse Aug 11, 2026 3896 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 cons
Is this 1999 all over again? The case for looking anywhere but US tech
Is this 1999 all over again? The case for looking anywhere but US tech Jul 7, 2026 4010 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 tel
AI as Your Research Team? Inside a Modern Investing Workflow (with Compound with AI)
AI as Your Research Team? Inside a Modern Investing Workflow (with Compound with AI) Jun 25, 2026 3571 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
Will AI Make Markets Less Efficient?
Will AI Make Markets Less Efficient? May 9, 2026 958 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)
Navigating Quality in a Shifting Market – Adobe, Berkshire, Constellation, and Beyond (a Chat with The Pursuit of Compounding) Apr 4, 2026 3463 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)
From Tangibles to Intangibles: The Shifting Landscape of Net Working Capital (with Heavy Moat Investments) Mar 26, 2026 3199 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
SaaSMageddon, CSU, Almost Buying Wise & His "Passion Stock" – A Chat with Andrew Brown Jan 24, 2026 4876 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
InPost: More Than Lockers – The Rails of European E-Commerce Jan 5, 2026 8730 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

Recommended