No More Investing Secrets!

About 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 (https://www.compoundwithrene.com?utm_medium=podcast)

Publisher

René Sellmann

Category

business · business

Language

en

Explicit

No

First episode

11 Aug 2024

Latest episode

16 Oct 2026

Latest episodes

80 episodes in the feed.

1. 

   16 Oct 2026

   One of the Toughest Markets Ever!

   Thank you for watching this replay of my live stream on the narrowness of the current market. If you missed it live, this is the full recording, and I hope it gives you something useful to think about or take into your own investing process. ––––– If you like this kind of thinking, you’ll probably enjoy my newsletter (Compound with René) too. Get three free gifts when you subscribe: * Valuation spreadsheet * eBook: Investing Visualizations * eBook: 250 Thought-Provoking Quotes Join 5,000+ subscribers here: https://www.compoundwithrene.com ––––– Why my newsletter is different: There is too much investing content out there, and most of it is surface-level, driven by frequency, clicks or engagement hacks. I built my blog to be the opposite: * The highest-quality write-ups you will find on the market * Low noise, high signal * Deep thinking instead of dopamine-inducing content * In-depth write-ups on hidden but high-quality businesses from all across the globe * Timely updates on my portfolio decisions * Mental models and valuation templates to improve your process * Exclusive interviews * Macro commentary ––––– Get in touch: * Newsletter: www.compoundwithrene.com * X (Twitter): https://twitter.com/renesellmann * Instagram: https://www.instagram.com/rene_sellmann ––––– Disclaimer: The content provided is an educational resource and should not be construed as individualized investment advice, nor as a recommendation to buy or sell specific securities. The stocks and funds discussed are examples only and may not be appropriate for your individual circumstances. Before making any financial or investment decisions, I recommend you consult a financial planner or advisor who can take into account your personal investment objectives, financial situation and individual needs. In no event shall René Sellmann be liable to any viewer for any damages of any kind arising out of the use of any content published on this channel, including, without limitation, investment losses, lost profits, lost opportunity, or special, incidental, indirect, consequential or punitive damages. 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 (https://www.compoundwithrene.com?utm_medium=podcast&utm_campaign=CTA_1)

2. 

   25 Sept 2026

   The AI Workflow That Changed How We Invest

   When the model is free, what is still scarce? In this live conversation, I sit down with fellow Substack writer Compound With AI (https://substack.com/profile/33850273-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 proof abundance, and ask whether investment research is next. From there we compare notes on how our workflows have changed over the past few months, what the latest models make possible, and where we let agents run unattended while still insisting on doing certain work ourselves. We also dig into Mostly Borrowed Ideas’ claim of having built a last financial model from scratch, and Thomas Peterffy’s counterpoint that AI is far better at assembling facts than at projecting the future. The conversation closes on what becomes scarce once research is abundant – judgment, capital allocation, and the trust between investors who know each other. If you want to go deeper, join our online community meetup on using AI in the investing process on October 3, 2026: [LINK] FIND US * Compound with René – compoundwithrene.com * Compound with AI on Substack – aiinvestinghq.com/ Thank you Dave Ahern (https://substack.com/profile/2552037-dave-ahern), David Smith (https://substack.com/profile/114105878-david-smith), and many others for tuning into my live video with Compound With AI (https://substack.com/profile/33850273-compound-with-ai)! Join me for my next live video in the app. DISCLAIMER: The content provided on this channel should be considered an educational resource and should not be construed as individualized investment advice, nor as a recommendation to buy or sell specific securities. The stocks and funds discussed on this channel are examples only and may not be appropriate for your individual circumstances. Before making any financial or investment decisions, I recommend you consult a financial planner or advisor to take into account your personal investment objectives, financial situation, and individual needs. In no event shall René Sellmann be liable to any viewer for any damages of any kind arising out of the use of any content published on this channel, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Get full access to Compound with René at www.compoundwithrene.com/subscribe (https://www.compoundwithrene.com/subscribe?utm_medium=podcast&utm_campaign=CTA_4)

3. 

   17 Sept 2026

   When to ACTUALLY Sell a Stock (It’s Not When You Think)

   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 growers, why high compounders command wider valuation bands, and why selling your best compounders too early can cap your long-term upside. We also examine how this plays out through the Total Return Formula – earnings growth, multiple changes, share buybacks, and dividends. You’ll see why low-growth stocks rely heavily on multiple expansion to generate outsized returns (making a re-rating to fair value the ideal signal to exit), whereas high-growth compounders derive most of their return from underlying earnings growth, making them far less dependent on multiple expansion to outperform over 5 to 10-year horizons. Thank you to everyone who tuned into my live video! Join me for my next live video in the app. Disclaimer: The analysis presented in this blog may be flawed and/or critical information may have been overlooked. The content provided should be considered an educational resource and should not be construed as individualized investment advice, nor as a recommendation to buy or sell specific securities. I may own some of the securities discussed. The stocks, funds, and assets discussed are examples only and may not be appropriate for your individual circumstances. It is the responsibility of the reader to do their own due diligence before investing in any index fund, ETF, asset, or stock mentioned or before making any sell decisions. Also double-check if the comments made are accurate. You should always consult with a financial advisor before purchasing a specific stock and making decisions regarding your portfolio. Get full access to Compound with René at www.compoundwithrene.com/subscribe (https://www.compoundwithrene.com/subscribe?utm_medium=podcast&utm_campaign=CTA_4)

Podcast Authority Score: 28 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

55

Social presence

0

YouTube

0

Engagement

0

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Guest appearances

Does not typically book guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

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