No More Investing Secrets! (by René Sellmann)
Episodes
Navigating Quality in a Shifting Market – Adobe, Berkshire, Constellation, and Beyond (a Chat with The Pursuit of Compounding)
04 Apr 2026
Contributed by Lukas
How does a medical doctor develop one of the most disciplined “quality-first” investment philosophies? In this episode, we sit down with Trevor fr...
From Tangibles to Intangibles: The Shifting Landscape of Net Working Capital (with Heavy Moat Investments)
26 Mar 2026
Contributed by Lukas
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 ev...
SaaSMageddon, CSU, Almost Buying Wise & His "Passion Stock" – A Chat with Andrew Brown
24 Jan 2026
Contributed by Lukas
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 ...
InPost: More Than Lockers – The Rails of European E-Commerce
05 Jan 2026
Contributed by Lukas
In this episode, my guest Jakub (@jakubhajost on X) and I unpack InPost – one of Europe’s most fascinating business-infrastructure stories that si...
2025 Reflections, AI vs Software, VMS Moats, Portfolio Reshuffling & 2026 Predictions (with Heavy Moat Investments)
30 Dec 2025
Contributed by Lukas
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 o...
Wise in 2026: Uplisting, Stablecoins, and the Next Phase of Cross-Border Payments
01 Dec 2025
Contributed by Lukas
In this episode, I sit down with Mike Kytka from MoneyFlow Research (@moneyflowinvest), one of the most thoughtful independent investors covering cros...
Fintech Rivalries, AI’s Dead End, and Market Forces: Snap Judgments on Salesforce, PayPal, Adobe, Wise vs. Stripe, and Adyen
03 Oct 2025
Contributed by Lukas
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 est...
Nvidia at 8%, Should You Buy ATHs?, FCF + Growth, and a Look at Crocs, Lulu, Adobe & Novo
29 Aug 2025
Contributed by Lukas
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 h...
Valuation, Bitcoin, and the European Edge – A Conversation with Heavy Moat Investments
14 Jul 2025
Contributed by Lukas
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 c...
Meta's AI Acquisition Spree, Google in AI, Boston Beer’s Valuation, and 100-Bagger Lessons
29 Jun 2025
Contributed by Lukas
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 ...
Reflecting on Returns, Cash Drag & Wise’s Voting Control
13 Jun 2025
Contributed by Lukas
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?
11 Jun 2025
Contributed by Lukas
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
22 Apr 2025
Contributed by Lukas
This Is NOT a Normal Market Crash! 5 Investing Truths for the 2025 Market Meltdown ...Podcast music: https://www.epidemicsound.com/track/1Zx0EcEIfC/ ...
Netflix’s $1 Trillion Plan Shocks Wall Street!
21 Apr 2025
Contributed by Lukas
Podcast music: https://www.epidemicsound.com/track/1Zx0EcEIfC/ https://www.epidemicsound.com/track/AiARCNujQD/ Get full access to Compound with René...
Time to Buy Adobe Stock?
06 Apr 2025
Contributed by Lukas
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 i...
Nasdaq’s SHOCKING 24/5 Trading Plan!
05 Apr 2025
Contributed by Lukas
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: ht...
Discussing CASH! To Time or Not to Time the Market (pt. 4 w/ Andrew Brown)
02 Apr 2025
Contributed by Lukas
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)
30 Mar 2025
Contributed by Lukas
Building Your Own Serial Acquirer - Starting at Stage 0 (pt. 3 w/ Andrew Brown)Podcast music: https://www.epidemicsound.com/track/1Zx0EcEIfC/ Get fu...
Serial Acquirers: Compounding Wealth Through Deals (pt. 2 w/ Andrew Brown)
28 Mar 2025
Contributed by Lukas
Serial Acquirers: Compounding Wealth Through Deals (pt. 2 w/ Andrew Brown)Podcast music: https://www.epidemicsound.com/track/1Zx0EcEIfC/ Get full ac...
Becoming a Better Investor – Our Journey So Far (w/ Andrew Brown)
24 Mar 2025
Contributed by Lukas
Becoming a Better Investor – Our Journey So Far (w/ Andrew Brown)Podcast music: https://www.epidemicsound.com/track/1Zx0EcEIfC/ Get full access to...
Bridgewater's Sobering Market Outlook, Our Cash Positions, and Google & Celsius' Stocks
07 Mar 2025
Contributed by Lukas
Bridgewater's Sobering Market Outlook, Our Cash Positions, and Google & Celsius' Stocks Podcast music: https://www.epidemicsound.com/track...
A Look at Moncler's Stock: High Fashion, High Returns?
28 Feb 2025
Contributed by Lukas
A Look at Moncler's Stock: High Fashion, High Returns? Podcast music: https://www.epidemicsound.com/track/1Zx0EcEIfC/ Get full access to Compoun...
Celsius Buys Alani Nu: A Match Made in Heaven?
24 Feb 2025
Contributed by Lukas
Celsius Buys Alani Nu: A Match Made in Heaven?Podcast music: https://www.epidemicsound.com/track/1Zx0EcEIfC/ https://www.epidemicsound.com/track/5ul0...
Big Tech’s Spending Spree, Meta's Valuation & A Handy Rule of Thumb
21 Feb 2025
Contributed by Lukas
Big Tech’s Spending Spree, Meta's Valuation & A Handy Rule of ThumbPodcast music: https://www.epidemicsound.com/track/1Zx0EcEIfC/ Get full...
The GIANT Tesla Illusion!
05 Feb 2025
Contributed by Lukas
The GIANT Tesla Illusion!Podcast music: https://www.epidemicsound.com/track/1Zx0EcEIfC/ https://www.epidemicsound.com/track/mDGaljb3KD/ Get full acc...
7 EXTREMELY Beaten-Down Stocks!
02 Feb 2025
Contributed by Lukas
7 EXTREMELY Beaten-Down Stocks!Podcast music: https://www.epidemicsound.com/track/1Zx0EcEIfC/ https://www.epidemicsound.com/track/lbCBdVlK1c/ Get ful...
Investing in China & Living a Successful Life! (with Tiho Brkan)
29 Jan 2025
Contributed by Lukas
Investing in China & Living a Successful Life! (with Tiho Brkan)Music:https://www.epidemicsound.com/track/1Zx0EcEIfC/ https://www.epidemicsound.c...
How a Growth Stock Becomes a Value Investment! (Part 2 with Tiho Brkan)
27 Jan 2025
Contributed by Lukas
How a Growth Stock Becomes a Value Investment! (Part 2 with Tiho Brkan)Podcast music: https://www.epidemicsound.com/track/1Zx0EcEIfC/ https://www.epi...
Interview with Tiho Brkan: Is Buffett Making a Big Market Call?
24 Jan 2025
Contributed by Lukas
Interview with Tiho Brkan: Is Buffett Making a Big Market Call?MUSIC:https://www.epidemicsound.com/track/5ul0LfurvG/https://www.epidemicsound.com/trac...
How the Stock Market Could Change in 2025!
22 Jan 2025
Contributed by Lukas
How the Stock Market Could Change in 2025!Podcast music: https://www.epidemicsound.com/track/1Zx0EcEIfC/ Get full access to Compound with René at w...
I Have Big News!
21 Jan 2025
Contributed by Lukas
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!
18 Jan 2025
Contributed by Lukas
What You Need to Learn From Last Year’s Market!Podcast music: https://www.epidemicsound.com/track/1Zx0EcEIfC/ Get full access to Compound with Ren...
Evolution Gaming: A World-Class Business ON SALE?
17 Jan 2025
Contributed by Lukas
Evolution Gaming: A World-Class Business ON SALE?Podcast music: https://www.epidemicsound.com/track/1Zx0EcEIfC/ https://www.epidemicsound.com/track/l...
Kering: A Luxury Stock That Could DOUBLE?
16 Jan 2025
Contributed by Lukas
Kering: A Luxury Stock That Could DOUBLE?Podcast music: https://www.epidemicsound.com/track/1Zx0EcEIfC/ https://www.epidemicsound.com/track/hEchBeifr...
UBER Stock: A Generational Buying Opportunity in 2025?
08 Jan 2025
Contributed by Lukas
UBER Stock: A Generational Buying Opportunity in 2025?MUSIC:https://www.epidemicsound.com/track/bNTIw2jFG6/ Get full access to Compound with René at...
How OVERVALUED Are US Stocks REALLY?!
04 Jan 2025
Contributed by Lukas
The question of whether US stocks are overvalued has become a hot topic among investors, particularly in the face of rising interest rates, geopolitic...
The 5 Best Growth Stocks for 2025!
31 Dec 2024
Contributed by Lukas
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 bre...
The S&P 500's Diversification Illusion!
29 Dec 2024
Contributed by Lukas
The S&P 500's Diversification Illusion!Music: https://www.epidemicsound.com/track/1Zx0EcEIfC/ Get full access to Compound with René at www.comp...
My ENTIRE Stock Portfolio REVEALED!
28 Dec 2024
Contributed by Lukas
My ENTIRE Stock Portfolio REVEALED!MUSIC:https://www.epidemicsound.com/track/A0YOYAJjkv/ Get full access to Compound with René at www.compoundwithren...
How to Crush Your Financial Goals in 2025!
21 Dec 2024
Contributed by Lukas
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!
18 Dec 2024
Contributed by Lukas
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 monito...
Is Google's Stock a BUY Now?
12 Dec 2024
Contributed by Lukas
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/...
Ticker Talk: Is Yeti a Quality Business?
11 Dec 2024
Contributed by Lukas
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?
06 Dec 2024
Contributed by Lukas
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 fluc...
Warren Buffett's Big Market Call!
26 Nov 2024
Contributed by Lukas
Warren Buffett's Big Market Call! Get full access to Compound with René at www.compoundwithrene.com/subscribe
Bill Ackman's NEW Big Investment!
24 Nov 2024
Contributed by Lukas
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!
21 Nov 2024
Contributed by Lukas
What the REALLY Smart Money Is Buying!MUSIC:https://www.epidemicsound.com/track/H8Fw1HdRTh/ Get full access to Compound with René at www.compoundwith...
The Stock Market Is BOOMING!!
16 Nov 2024
Contributed by Lukas
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 optimis...
The Quality Stock Bubble!
02 Nov 2024
Contributed by Lukas
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 m...
Is Capri's Stock a Buy After Its -50% Drop?
30 Oct 2024
Contributed by Lukas
This Stock Dropped -50% Overnight! Time to Buy?In this video, we dive into the recent volatility surrounding Capri Holdings (CPRI) and its stock react...
Is Starbucks DYING? Shocking New Data!
27 Oct 2024
Contributed by Lukas
Is Starbucks DYING? Shocking New Data!Starbucks just released its worst financial report since the pandemic, sending shockwaves through investors and ...
Unloved Sector with MASSIVE Upside Potential? (Ticker Talk #2)
25 Oct 2024
Contributed by Lukas
The Most Undervalued Sector Right Now?Investors often overlook alcohol stocks, but this sector might present unique opportunities for those willing to...
Why Most People NEVER Get Rich! (And How YOU Can!)
17 Oct 2024
Contributed by Lukas
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...
Celsius Stock: Buy When Everyone Hates It? (Ticker Talk #1)
08 Oct 2024
Contributed by Lukas
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)?
05 Oct 2024
Contributed by Lukas
Has China Just Become Investable (Again)? The Chinese stock market has recently captured investor attention with an impressive rally, sparking discuss...
Roasting the $86,000 Portfolio of a Subscriber!
26 Sep 2024
Contributed by Lukas
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
22 Sep 2024
Contributed by Lukas
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)...
My 3 Highest Conviction Stocks (Q&A Session)
15 Sep 2024
Contributed by Lukas
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...
Good Bye Google? Why I Permanently Switched to ChatGPT
13 Sep 2024
Contributed by Lukas
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
10 Sep 2024
Contributed by Lukas
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
07 Sep 2024
Contributed by Lukas
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 st...
The Passive Investing Illusion!
01 Sep 2024
Contributed by Lukas
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 ...
Be Your Own Investing Architect!
30 Aug 2024
Contributed by Lukas
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 ...
Roasting The $80,000 Stock Portfolio of an IT Entrepreneur
24 Aug 2024
Contributed by Lukas
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, l...
The NEW Generation of ETFs!
23 Aug 2024
Contributed by Lukas
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 po...
Framework First! A Path to Smarter Investing
20 Aug 2024
Contributed by Lukas
Understanding the importance of having clear processes can be an absolute superpower in stock market investing! Let me explain why.Intro music: https:...
Sam Altman's SECRET Billion-Dollar Empire!
16 Aug 2024
Contributed by Lukas
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 skyrocket...
Why It's a Great Time to Be a Stock Picker!
13 Aug 2024
Contributed by Lukas
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 Ind...
Andrew Letendre's Simple, Yet Effective Investment Philosophy
11 Aug 2024
Contributed by Lukas
Around 10 months ago I interviewed my buddy Andrew Letendre and we talked about his investment philosophy, his evolution as an investor, the importanc...
The Man Who Beat YouTube Finance – Brandon van der Kolk
11 Aug 2024
Contributed by Lukas
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 -...