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No More Investing Secrets! (by René Sellmann)

René Sellmann
S&P 500
Investing
Investment Strategies
Stock Market
Google
Boston Beer Company
Bitcoin
Evolution Gaming
Value Investing
Warren Buffett
Apple
Lululemon
Adobe
Starbucks
China
Cryptocurrencies
Alcohol Industry
Nvidia
Serial Acquirers
Tesla

No More Investing Secrets! Investing with René Sellmann - Learn how to invest successfully and intelligently by investing in high-quality stocks. www.compoundwithrene.com

PublishesMonthlyEpisodes72Founded2 years ago
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Artwork for No More Investing Secrets!

Latest Episodes

In this episode, I sit down with the mind behind Compound With AI, the French investor who has built the most-followed account at the intersection of artificial intelligence and investing – now past 61,000 subscribers, ahead of even Aswath Damodaran,... more

Investors are currently obsessed with AI’s potential in almost every sector, but for investors, the stakes are uniquely high. Is this technology going to turn the stock market into a perfectly efficient machine where “alpha” goes to die, or is it act... more

How does a medical doctor develop one of the most disciplined “quality-first” investment philosophies? In this episode, we sit down with Trevor from The Pursuit of Compounding to peel back the layers of his portfolio and process.

We discuss:

* The ... more

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 evaluating a company’s financial health, liquidity, and operational efficiency. We break down the key ... more

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Recent Guests

Mike Kytka
Runs a sub stack called MoneyFlow Research, based in Austin, Texas.
MoneyFlow Research
Episode: Wise in 2026: Uplisting, Stablecoins, and the Next Phase of Cross-Border Payments
Andrew Brown
Business operator and serial acquirer
Episode: Building Your Own Serial Acquirer - Starting at Stage 0 (pt. 3 w/ Andrew Brown)
Tiho Brkan
An experienced investor and founder of a family office, known for his insightful tweets and market analysis.
Episode: Interview with Tiho Brkan: Is Buffett Making a Big Market Call?
Lorenzo Yolberkirk
Beverage director from Barcelona, Spain, and investing newcomer.
Self-employed
Episode: Roasting the $148,000 Portfolio of an Investing Newcomer
Andrew Letendre
Value investor and former YouTube channel owner focused on educational content about stocks.
Episode: Andrew Letendre's Simple, Yet Effective Investment Philosophy
Brandon van der Kolk
Finance YouTuber and content creator of the New Money channel
New Money
Episode: The Man Who Beat YouTube Finance – Brandon van der Kolk

Host

René Sellmann
Host of No More Investing Secrets!

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#37
Netherlands/Business/Investing
Apple Podcasts
#148
Netherlands/Business
Apple Podcasts
#216
Denmark/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Navigating Quality in a Shifting Market – Adobe, Berkshire, Constellation, and Beyond (a Chat with The Pursuit of Compounding)
Q: If you were to name a person that had the highest impact per minute ratio, who would that be?
David R. Hawkins, whose Power vs. Force framework profoundly influenced the guest's thinking about high-quality decisions versus forceful, reactive actions, and how these ideas align with long-term investment choices.
Valuation, Bitcoin, and the European Edge – A Conversation with Heavy Moat Investments
Q: What is your approach to valuation and how do you feel about it?
I'm now using an IRR model with conservative assumptions to focus on downside protection.
Valuation, Bitcoin, and the European Edge – A Conversation with Heavy Moat Investments
Q: How do you view yourself on your journey, wealth-building versus wealth-preservation?
I would definitely say I'm in the wealth-building stage.
Building Your Own Serial Acquirer - Starting at Stage 0 (pt. 3 w/ Andrew Brown)
Q: How are you able to negotiate such a low price?
Risks were high due to client transfer uncertainties, allowing for a negotiated purchase arrangement that included upfront payments and transition support from the previous owner.
Building Your Own Serial Acquirer - Starting at Stage 0 (pt. 3 w/ Andrew Brown)
Q: How did you go about approaching businesses that may be potential acquisition targets in the first place?
It was a lot of fun looking through thousands of listings across different brokers' websites and talking to people who know the industry.

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Frequently Asked Questions About No More Investing Secrets!

What is No More Investing Secrets! about and what kind of topics does it cover?

The series centers on disciplined, high-conviction investing with a focus on durable businesses, quality metrics, and thoughtful capital allocation. Episodes explore topics like market efficiency, working capital dynamics, software and AI-driven disruption, and cross-border payments, often featuring investors and operators who share a long-term, value-oriented mindset. A recurring thread is the emphasis on intrinsic value, meaningful moats, and the emotional discipline needed to hold quality names through volatility. A notable strength is the depth of practical, case-based discussions—from European logistics platforms to software incumbents—making it a strong pick for listeners who want actionable investment insights and real-world framewor... more

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1. The Synopsis
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No More Investing Secrets! launched 2 years ago and published 72 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on No More Investing Secrets!?

Recent guests on No More Investing Secrets! include:

1. Mike Kytka
2. Andrew Brown
3. Tiho Brkan
4. Lorenzo Yolberkirk
5. Andrew Letendre
6. Brandon van der Kolk

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