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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

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Latest Episodes

Today’s guest, Marc, runs the Learning Learning.Investing.Thriving. blog on Substack, and his path there was anything but linear. Having lived in the US, France, and Asia, he traded relative value at Morgan Stanley before walking away from finance to... more

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

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Recent Guests

Andrew Brown
Investor and private business owner discussed on the show
Episode: SaaSMageddon, CSU, Almost Buying Wise & His "Passion Stock" – A Chat with Andrew Brown
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
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!

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Is this 1999 all over again? The case for looking anywhere but US tech
Q: How has your professional background shaped your investing approach today, and what sometimes do you need to unlearn?
He explains a shift from proprietary trading and relative value strategies to a more structural approach focused on secular tailwinds, TAM, and the market's psychology, while retaining a framework that compares assets rather than chasing absolute cheapness.
Is this 1999 all over again? The case for looking anywhere but US tech
Q: Where are you looking most actively at the moment in terms of regional focus and opportunities outside the US?
Marc points to Europe (especially looking for outperformance) and Japan, with a broader interest in South America, driven by valuation, fund flows, and diversification across currencies and markets.
Is this 1999 all over again? The case for looking anywhere but US tech
Q: If you could just walk me through your journey as an investor, because I imagine you've always been investing personally yourself too, like when did you start?
Marc describes starting seriously in the early 1990s after a formal training program at JP Morgan, building fundamentals in accounting and finance, and evolving through Morgan Stanley into a long career that blends teaching and investing.
AI as Your Research Team? Inside a Modern Investing Workflow (with Compound with AI)
Q: Which tools form the core of your investing workflow?
Notebook LM for podcast-style summaries, Gemini for deep research, Claude Co-Work for document reading and multi-year analyses, and a structured prompt system stored in Notion.
AI as Your Research Team? Inside a Modern Investing Workflow (with Compound with AI)
Q: What are the non-negotiable elements of a good AI prompt for investing?
A good prompt must specify the business model details, customer problems, key value propositions, growth drivers, and must include the goal, sources, and explicit questions to be answered, with clear context and output format.

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

1. The Synopsis
2. Chit Chat Stocks
3. Never Sell
4. Investing by the Books
5. The 100 Year Thinkers: Long-Term Compounding in a Short-Term World

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No More Investing Secrets! launched 2 years ago and published 73 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. Mike Kytka
3. Tiho Brkan
4. Lorenzo Yolberkirk
5. Andrew Letendre
6. Brandon van der Kolk

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