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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/

Mentions96
Posts24
Latest post30 Aug 2026
MercadoLibre, Inc.I Spent an Hour on This. You Should Too.-30 Aug 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
GE Vernova Inc.Everybody Agrees Valuation Is Dead!-28 Aug 2026
Mastercard IncorporatedEverybody Agrees Valuation Is Dead!-28 Aug 2026
Taiwan Semiconductor Manufacturing Company LimitedEverybody Agrees Valuation Is Dead!-28 Aug 2026
Netflix, Inc.Everybody Agrees Valuation Is Dead!-28 Aug 2026
Uber Technologies, Inc.Everybody Agrees Valuation Is Dead!-28 Aug 2026
AppLovin CorporationEverybody Agrees Valuation Is Dead!-28 Aug 2026
Coloplast A/SEverybody Agrees Valuation Is Dead!-28 Aug 2026
LVMH Moet Hennessy Louis Vuitton SEEverybody Agrees Valuation Is Dead!-28 Aug 2026
Zoetis Inc.Everybody Agrees Valuation Is Dead!-28 Aug 2026
NIKE, Inc.Everybody Agrees Valuation Is Dead!-28 Aug 2026
Novo Nordisk A/SEverybody Agrees Valuation Is Dead!-28 Aug 2026
Unilever PLCEverybody Agrees Valuation Is Dead!-28 Aug 2026
UP Fintech Holding LimitedTiger Brokers Q2 2026 Breakdown: Robust Asset Inflows Meet Sluggish User Growth-27 Aug 2026
InPost S.A.Quick Pitch: Japan's Most Boring Subscription Business Trading at 4-6x Operating Profit-26 Aug 2026
Ashtead Technology Holdings PlcQuick Pitch: Japan's Most Boring Subscription Business Trading at 4-6x Operating Profit-26 Aug 2026
DigitalOcean Holdings, Inc.Quick Pitch: Japan's Most Boring Subscription Business Trading at 4-6x Operating Profit-26 Aug 2026
Edenred SEQuick Pitch: Japan's Most Boring Subscription Business Trading at 4-6x Operating Profit-26 Aug 2026
Meta Platforms, Inc.Quick Pitch: Japan's Most Boring Subscription Business Trading at 4-6x Operating Profit-26 Aug 2026
Duolingo, Inc.Quick Pitch: Japan's Most Boring Subscription Business Trading at 4-6x Operating Profit-26 Aug 2026
LVMH Moet Hennessy Louis Vuitton SEQuick Pitch: Japan's Most Boring Subscription Business Trading at 4-6x Operating Profit-26 Aug 2026
DigitalOcean Holdings, Inc.Deep Dive: Reddit ($RDDT) – Master Piece-25 Aug 2026
InPost S.A.Deep Dive: Reddit ($RDDT) – Master Piece-25 Aug 2026
Reddit, Inc.Deep Dive: Reddit ($RDDT) – Master Piece-25 Aug 2026
Meta Platforms, Inc.On The Power of Digital Relationships!-24 Aug 2026
Ashtead Technology Holdings PlcAshtead Technology ($AT): Updated Valuation & New Insights-23 Aug 2026
H&R Block, Inc.Unorthodox Ideas From 13-F Season: Pinduoduo-20 Aug 2026
Occidental Petroleum CorporationUnorthodox Ideas From 13-F Season: Pinduoduo-20 Aug 2026
MSCI Inc.Unorthodox Ideas From 13-F Season: Pinduoduo-20 Aug 2026
S&P Global Inc.Unorthodox Ideas From 13-F Season: Pinduoduo-20 Aug 2026
Moody's CorporationUnorthodox Ideas From 13-F Season: Pinduoduo-20 Aug 2026
Bank of America CorporationUnorthodox Ideas From 13-F Season: Pinduoduo-20 Aug 2026
Alphabet Inc.Unorthodox Ideas From 13-F Season: Pinduoduo-20 Aug 2026
Berkshire Hathaway Inc.Unorthodox Ideas From 13-F Season: Pinduoduo-20 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
Ulta Beauty, Inc.A Chat with Compounding Quality: Building a 1M+ Community & Aiming for $1/Minute Free Cash Flow-17 Aug 2026
Amadeus IT Group, S.A.Deep Dive: Reddit ($RDDT) – Part 4-14 Aug 2026
InPost S.A.Deep Dive: Reddit ($RDDT) – Part 4-14 Aug 2026
Ashtead Technology Holdings PlcDeep Dive: Reddit ($RDDT) – Part 4-14 Aug 2026
DigitalOcean Holdings, Inc.Deep Dive: Reddit ($RDDT) – Part 4-14 Aug 2026
Edenred SEDeep Dive: Reddit ($RDDT) – Part 4-14 Aug 2026
Meta Platforms, Inc.Deep Dive: Reddit ($RDDT) – Part 4-14 Aug 2026
Duolingo, Inc.Deep Dive: Reddit ($RDDT) – Part 4-14 Aug 2026
LVMH Moet Hennessy Louis Vuitton SEDeep Dive: Reddit ($RDDT) – Part 4-14 Aug 2026
Reddit, Inc.Deep Dive: Reddit ($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
Amadeus IT Group, S.A.Slide Deck Preview: Amadeus IT Group-10 Aug 2026
DigitalOcean Holdings, Inc.Deep Dive: Reddit ($RDDT) – Part 1-9 Aug 2026
InPost S.A.Deep Dive: Reddit ($RDDT) – Part 1-9 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
Berkshire Hathaway Inc.Macro & Micro Insights: Interesting Resources! (August 2026 Edition)-5 Aug 2026
Joint Stock Company Kaspi.kzMacro & Micro Insights: Interesting Resources! (August 2026 Edition)-5 Aug 2026
Adobe Inc.Macro & Micro Insights: Interesting Resources! (August 2026 Edition)-5 Aug 2026
Alphabet Inc.Macro & Micro Insights: Interesting Resources! (August 2026 Edition)-5 Aug 2026
NVIDIA CorporationMacro & Micro Insights: Interesting Resources! (August 2026 Edition)-5 Aug 2026
Nokia OyjMacro & Micro Insights: Interesting Resources! (August 2026 Edition)-5 Aug 2026
Cisco Systems, Inc.Macro & Micro Insights: Interesting Resources! (August 2026 Edition)-5 Aug 2026
Eastman Kodak CompanyMacro & Micro Insights: Interesting Resources! (August 2026 Edition)-5 Aug 2026
Alibaba Group Holding LimitedMacro & Micro Insights: Interesting Resources! (August 2026 Edition)-5 Aug 2026
Tesla, Inc.Macro & Micro Insights: Interesting Resources! (August 2026 Edition)-5 Aug 2026
Amadeus IT Group, S.A.1,000 True Fans?-3 Aug 2026
Siemens Energy AG8 Signs the AI Bubble Is Further Along Than You Think-2 Aug 2026
Ford Motor Company8 Signs the AI Bubble Is Further Along Than You Think-2 Aug 2026
Broadcom Inc.8 Signs the AI Bubble Is Further Along Than You Think-2 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
SK hynix Inc.8 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
Wise Group plcThe One Problem With DCFs That Quality Investors Can't Ignore-25 Jul 2026
Dino Polska S.A.The One Problem With DCFs That Quality Investors Can't Ignore-25 Jul 2026
Tesla, Inc.The One Problem With DCFs That Quality Investors Can't Ignore-25 Jul 2026
Alphabet Inc.The One Problem With DCFs That Quality Investors Can't Ignore-25 Jul 2026
Hermès International Société en commandite par actionsThe One Problem With DCFs That Quality Investors Can't Ignore-25 Jul 2026
DigitalOcean Holdings, Inc.The One Problem With DCFs That Quality Investors Can't Ignore-25 Jul 2026
InPost S.A.The One Problem With DCFs That Quality Investors Can't Ignore-25 Jul 2026
Topicus.com Inc.The One Problem With DCFs That Quality Investors Can't Ignore-25 Jul 2026
Fair Isaac CorporationThe One Problem With DCFs That Quality Investors Can't Ignore-25 Jul 2026
Grab Holdings LimitedThe One Problem With DCFs That Quality Investors Can't Ignore-25 Jul 2026
MercadoLibre, Inc.The One Problem With DCFs That Quality Investors Can't Ignore-25 Jul 2026