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Compound with René

René Sellmann publishes process-driven global equity research focused on quality businesses, disciplined valuation, and long-term ownership.

https://www.compoundwithrene.com/

Mentions67
Posts34
Latest post18 Oct 2026
Topicus.com Inc.Topicus: Same Price, Different Company?-18 Oct 2026
CoreWeave, Inc.Blueprint: Howard Marks – The Memos, 1990–1998-15 Oct 2026
Endor AGBlueprint: Howard Marks – The Memos, 1990–1998-15 Oct 2026
Netflix, Inc.The Winner’s Curse Coming for Netflix?-13 Oct 2026
Hermès International Société en commandite par actionsIs Hermès Finally Cheap Enough?-12 Oct 2026
Ashtead Technology Holdings PlcIs Hermès Finally Cheap Enough?-12 Oct 2026
DoorDash, Inc.Agentic AI: A Primer for Investors-9 Oct 2026
Shopify Inc.Agentic AI: A Primer for Investors-9 Oct 2026
Toast, Inc.Agentic AI: A Primer for Investors-9 Oct 2026
Grab Holdings LimitedAgentic AI: A Primer for Investors-9 Oct 2026
Moneysupermarket.com Group PLCAgentic AI: A Primer for Investors-9 Oct 2026
The Charles Schwab CorporationAgentic AI: A Primer for Investors-9 Oct 2026
Wise Group plcAgentic AI: A Primer for Investors-9 Oct 2026
Adyen N.V.Agentic AI: A Primer for Investors-9 Oct 2026
Mastercard IncorporatedAgentic AI: A Primer for Investors-9 Oct 2026
Visa Inc.Agentic AI: A Primer for Investors-9 Oct 2026
Cloudflare, Inc.Agentic AI: A Primer for Investors-9 Oct 2026
Alphabet Inc.Agentic AI: A Primer for Investors-9 Oct 2026
MercadoLibre, Inc.Agentic AI: A Primer for Investors-9 Oct 2026
Amazon.com, Inc.Agentic AI: A Primer for Investors-9 Oct 2026
Meta Platforms, Inc.Agentic AI: A Primer for Investors-9 Oct 2026
Airbnb, Inc.Agentic AI: A Primer for Investors-9 Oct 2026
Expedia Group, Inc.Agentic AI: A Primer for Investors-9 Oct 2026
Booking Holdings Inc.Agentic AI: A Primer for Investors-9 Oct 2026
innoscripta SEPlay the Hand, Not the Money-5 Oct 2026
Ashtead Technology Holdings PlcHalf a Lost Decade at LVMH-4 Oct 2026
LVMH Moet Hennessy Louis Vuitton SEHalf a Lost Decade at LVMH-4 Oct 2026
Novo Nordisk A/SCan Novo's Perception Get Any Worse?-2 Oct 2026
Dino Polska S.A.Boots on the Ground in Rural Poland-30 Sept 2026
Grab Holdings LimitedWhere Would I Put My Ashtead Money? Idea #1-26 Sept 2026
Intuitive Surgical, Inc.Deep Dive: Intuitive Surgical ($ISRG) – The Whole Thesis in 19 Slides-24 Sept 2026
Intuitive Surgical, Inc.Deep Dive: Intuitive Surgical ($ISRG) - The 320-Bagger's Second Act? (Part 2)-22 Sept 2026
Alphabet Inc.Macro & Micro Insights: Interesting Resources! (September 2026 Edition)-20 Sept 2026
Meta Platforms, Inc.Macro & Micro Insights: Interesting Resources! (September 2026 Edition)-20 Sept 2026
Dempster Mill Manufacturing CompanyBlueprint: Warren Buffett’s Partnership Letters (1957–1963)-19 Sept 2026
Intuitive Surgical, Inc.Deep Dive: Intuitive Surgical ($ISRG) – The World’s Best Medtech Business on Sale?-17 Sept 2026
Wise Group plc10 New Insights from Wise Presenting at Goldman Sachs Technology Conference-10 Sept 2026
Ashtead Technology Holdings PlcBlueprint: Nick Sleep’s Early Nomad Architecture-8 Sept 2026
UP Fintech Holding LimitedBlueprint: Nick Sleep’s Early Nomad Architecture-8 Sept 2026
UP Fintech Holding LimitedI Spent an Hour on This. You Should Too.-30 Aug 2026
UP Fintech Holding LimitedEverybody Agrees Valuation Is Dead!-28 Aug 2026
Reddit, Inc.Deep Dive: Reddit ($RDDT) – Master Piece-25 Aug 2026
Ashtead Technology Holdings PlcAshtead Technology ($AT): Updated Valuation & New Insights-23 Aug 2026
PDD Holdings Inc.Unorthodox Ideas From 13-F Season: Pinduoduo-20 Aug 2026
Meta Platforms, Inc.Half a Lost Decade Stocks-19 Aug 2026
MercadoLibre, Inc.Half a Lost Decade Stocks-19 Aug 2026
Ashland Inc.Unorthodox Ideas From 13-F Season: Ashland-18 Aug 2026
OTC Markets Group Inc.A Chat with Compounding Quality: Building a 1M+ Community & Aiming for $1/Minute Free Cash Flow-17 Aug 2026
Ulta Beauty, Inc.A Chat with Compounding Quality: Building a 1M+ Community & Aiming for $1/Minute Free Cash Flow-17 Aug 2026
Reddit, Inc.Deep Dive: Reddit ($RDDT) – Part 4-14 Aug 2026
Reddit, Inc.Deep Dive: Reddit ($RDDT) – Part 3-13 Aug 2026
Reddit, Inc.Deep Dive: Reddit ($RDDT) – Part 2-12 Aug 2026
Reddit, Inc.Deep Dive: Reddit ($RDDT) – Part 1-9 Aug 2026
Boston Omaha Corporation3 Global Quality Companies-8 Aug 2026
Grab Holdings Limited3 Global Quality Companies-8 Aug 2026
CTS Eventim AG & Co. KGaA3 Global Quality Companies-8 Aug 2026
Nintendo Co., Ltd.Nintendo Q1: The Old Console Just Outgrew the New One!-6 Aug 2026
Oracle Corporation8 Signs the AI Bubble Is Further Along Than You Think-2 Aug 2026
Alphabet Inc.8 Signs the AI Bubble Is Further Along Than You Think-2 Aug 2026
Amazon.com, Inc.8 Signs the AI Bubble Is Further Along Than You Think-2 Aug 2026
Meta Platforms, Inc.8 Signs the AI Bubble Is Further Along Than You Think-2 Aug 2026
Microsoft Corporation8 Signs the AI Bubble Is Further Along Than You Think-2 Aug 2026
NVIDIA Corporation8 Signs the AI Bubble Is Further Along Than You Think-2 Aug 2026
Amadeus IT Group, S.A.Deep Dive: Amadeus IT Group ($AMS)-30 Jul 2026
Basic-Fit N.V.3 Quality Dutch Companies by The Dutch Investors-27 Jul 2026
Ferrari Group PLC3 Quality Dutch Companies by The Dutch Investors-27 Jul 2026
Nedap N.V.3 Quality Dutch Companies by The Dutch Investors-27 Jul 2026