
No More Investing Secrets! Investing with René Sellmann - Learn how to invest successfully and intelligently by investing in high-quality stocks. www.compoundwithrene.com
| Publishes | Monthly | Episodes | 72 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||

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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Apple Podcasts | #216 |
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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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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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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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