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No More Investing Secrets!

Rene
Stock Market
Value Investing
Investment Strategies
Valuation
Investing
Portfolio Management
Sam Altman
Openai
Investment Framework
Stock Portfolio
Shiller-Cape Ratio
Financial Independence
Real Estate
Investment Portfolio
Etfs
Bonds
Financial Advisory
Google
Investing Strategies
Warren Buffett

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

PublishesMonthlyEpisodes65Foundeda year ago
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Artwork for No More Investing Secrets!

Latest Episodes

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 established players like Salesforce, PayPal, and Adobe, and whether large language models are really a ... more

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 highs is smart or reckless. We break down the timeless debate on market timing, unpack why free cash flow... more

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 carved out a niche in deep, thoughtful equity research. With over 22k followers on X and 9k on Substack, he... more

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 Meta’s aggressive AI strategy — including high-profile acquisition attempts and the hiring of former... more

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Recent Guests

Andrew Brown
Full-time private investor and YouTuber focused on investing
Episode: Becoming a Better Investor – Our Journey So Far (w/ Andrew Brown)
Tiho Brkan
Stock market analyst with a focus on growth and value investments
Episode: How a Growth Stock Becomes a Value Investment! (Part 2 with Tiho Brkan)
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 provides insights on investing, focusing on personal investment strategies and market analysis.

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Talking Points

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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.
Andrew Letendre's Simple, Yet Effective Investment Philosophy
Q: What advice would you give to someone who's just starting to get into value investing?
Focus on finding an investor that resonates with you, keep it simple, and constantly work at it to learn as much as you can.
The Man Who Beat YouTube Finance – Brandon van der Kolk
Q: How do you approach fear of missing out when investing?
It's important to accept that everyone experiences FOMO but focus on solid investments that you understand.

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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?

Focused on investment strategies and market analysis, content consistently explores themes such as stock valuation, financial decision-making, and the impact of technological advancements on the market. The discussions often reflect on personal investment experiences, highlighting the emotional aspects of investing, as well as critical evaluations of major companies and industries. Unique elements include an emphasis on the shifts in market dynamics, commentary on financial news, and insights into lesser-known investment opportunities, making it a valuable resource for individuals interested in enhancing their investment acumen and understanding of market trends.

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

1. Acquired

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

No More Investing Secrets! launched a year ago and published 65 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. Andrew Brown
2. Tiho Brkan
3. Lorenzo Yolberkirk
4. Andrew Letendre
5. Brandon van der Kolk

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