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No More Investing Secrets! (by René Sellmann)

René Sellmann
Stock Market
Value Investing
Investment Strategies
Valuation
Investing
Portfolio Management
Openai
Sam Altman
Investment Framework
Stock Portfolio
Financial Independence
Real Estate
Investment Portfolio
Etfs
Financial Advisory
Bonds
Google
Investing Strategies
Warren Buffett
NASDAQ

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

PublishesMonthlyEpisodes68Foundeda year ago
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Artwork for No More Investing Secrets!

Latest Episodes

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 refine it.

We start with reflections on 2025 and the lessons that most influenced Andrew’s thinking a... more

In this episode, my guest Jakub (@jakubhajost on X) and I unpack InPost – one of Europe’s most fascinating business-infrastructure stories that sits at the intersection of logistics, technology, and e-commerce enablement.

We go beyond the obvious “l... more

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 off with the most interesting things we’ve been reading, watching, and listening to lately – the sign... more

In this episode, I sit down with Mike Kytka from MoneyFlow Research (@moneyflowinvest), one of the most thoughtful independent investors covering cross-border payments, fintech infrastructure, and the rapidly evolving stablecoin landscape. Using Wise... 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! A passionate advocate for intelligent investing who shares insights and strategies to navigate the stock market effectively.

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Talking Points

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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.
Andrew Letendre's Simple, Yet Effective Investment Philosophy
Q: How does he think about midterm investments, i.e. investments with a time horizon of two to five years?
Most of his investments are looked at for three to five years; he doesn't focus on bonds but uses bond ETFs for cash.

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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?

Focus on empowering listeners with investment strategies, insights, and analysis of market trends, particularly in the finance and tech sectors. Episodes frequently discuss methodologies for evaluating companies, understanding macroeconomic factors, and exploring emerging technologies such as AI and cryptocurrency. The conversations also delve into specific companies and their valuation dynamics, making the content relevant for both novice and seasoned investors. Listeners can expect to hear anecdotes, personal investment experiences, and critiques of various market behaviors, all aimed at enhancing their investment acumen. Notably, the podcast offers a blend of educational and practical investment advice, fostering a community of informed ... more

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Which podcasts are similar to No More Investing Secrets!?

These podcasts share a similar audience with No More Investing Secrets!:

1. The Dutch Investors
2. Chit Chat Stocks
3. The Intrinsic Value Podcast - The Investor’s Podcast Network
4. Dividend Talk
5. Value Investing with Legends

How many episodes of No More Investing Secrets! are there?

No More Investing Secrets! launched a year ago and published 68 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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