HeyJaredNo More Investing Secrets! (by René Sellmann)
No More Investing Secrets! Investing with René Sellmann - Learn how to invest successfully and intelligently by investing in high-quality stocks. www.compoundwithrene.com
- Indexed pieces, last 90 days
- 28
- Latest publication
- Sep 30, 2026
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- Earliest in this view
- Aug 26, 2026
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Boots on the Ground in Rural Poland (opens the original)
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Dear compounders,On July 13, I published my deep dive on Dino Polska. The stock is up 27% since. That is pleasant to see. My estimated 5-year CAGR was in the range of 11-26%, with a weighted average of 16-17%, so it seems like that estimate is, as of today, well on track. Subscribe nowDespite the recent rally, if you zoom out a little, over five years, the stock is still pretty much flat.<div class="captioned-image-container
Where Would I Put My Ashtead Money? Idea #1 (opens the original)
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Dear compounders,Ember Infrastructure Management's 615p proposal for Ashtead Technology has put one of my positions in a new light. <img alt="" class="sizing-normal" height="668" src="https://substackcdn.com/image/fetch/$s_!Q05Z!,w_1456,c_limit,f_auto,q_auto:
The AI Workflow That Changed How We Invest (opens the original)
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When the model is free, what is still scarce? In this live conversation, I sit down with fellow Substack writer to talk about how AI is reshaping the investing process – from agentic workflows and Claude Code to the question of whether we have already built our last financial model.We start with Terence Tao’s idea that mathematics is moving from an era of proof scarcity to one of proof abundance, and ask whether investment research is next. From there we compare notes on how our workflows have c
Deep Dive: Intuitive Surgical ($ISRG) – The Whole Thesis in 19 Slides (opens the original)
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Parts one and two of my Intuitive Surgical Deep Dive added up to a lot of reading. Eight pillars, eight “BAMs,” each with its own attempt to invert the argument, the company history that starts with DARPA-funded battlefield research, a competitive landscape that shifted twice this summer, a management review, and a valuation model with margin assumptions and a granular breakdown of the drivers of topline growth. Not everyone has an evenin
To Shiller or Not to Shiller (opens the original)
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Dear compounders,Today, I want to start with a small experiment. Imagine this … you are only allowed to use one metric to judge whether the stock market is cheap, fair, or expensive. You get no macro data, no margin analysis, no sentiment surveys. You pick one metric and have to live with it for the rest of your life. Subscribe nowThe choice is between the Shiller PE (the cyclically adjusted P/E, or CAPE) and the regular P/E, on either a trailing or a forward basis. Wh
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