No More Investing Secrets! (by René…

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Valuation, Bitcoin, and the European Edge – A Conversation with Heavy Moat Investments

Monday, July 14, 2025 • Duration 01:41:38

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’s quickly become a go-to voice for long-term investors who care about moats, valuation frameworks, and owning quality.

We cover:– How Niklas got into investing and how his thinking evolved– His valuation approach: intrinsic value vs multiples, TSR thinking, and adjusting to business life stages– Portfolio concentration and how he contrasts with investors like Andrew who take 40% positions– Risk appetite in younger generations: why are so many drawn to options, leverage, and momentum?– Unique asset classes (yes, even Bitcoin and CS skins)– Whether it’s possible to inspire others about investing – and why so many just don’t care– What he’s been reading and watching lately

Tune in for a wide-ranging and honest conversation with someone who’s combining deep research with a growing audience – and doing it his own way.

Get full access to Compound with René at www.compoundwithrene.com/subscribe

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Meta's AI Acquisition Spree, Google in AI, Boston Beer’s Valuation, and 100-Bagger Lessons

Sunday, June 29, 2025 • Duration 01:18:39

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 OpenAI executives — and whether it’s time to consider selling the stock. We also revisit The Boston Beer Company and its valuation, wondering if it’s as cheap as it looks. Finally, we reflect on the real challenge of not just finding but holding onto 100-baggers in a volatile market.

Get full access to Compound with René at www.compoundwithrene.com/subscribe

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Serial Acquirers: Compounding Wealth Through Deals (pt. 2 w/ Andrew Brown)

Friday, March 28, 2025 • Duration 01:01:08

Serial Acquirers: Compounding Wealth Through Deals (pt. 2 w/ Andrew Brown)

Podcast music: https://www.epidemicsound.com/track/1Zx0EcEIfC/

Get full access to Compound with René at www.compoundwithrene.com/subscribe

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Becoming a Better Investor – Our Journey So Far (w/ Andrew Brown)

Monday, March 24, 2025 • Duration 33:14

Becoming a Better Investor – Our Journey So Far (w/ Andrew Brown)

Podcast music: https://www.epidemicsound.com/track/1Zx0EcEIfC/

Get full access to Compound with René at www.compoundwithrene.com/subscribe

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Bridgewater's Sobering Market Outlook, Our Cash Positions, and Google & Celsius' Stocks

Friday, March 7, 2025 • Duration 01:05:34

Bridgewater's Sobering Market Outlook, Our Cash Positions, and Google & Celsius' Stocks

Podcast music: https://www.epidemicsound.com/track/1Zx0EcEIfC/

Get full access to Compound with René at www.compoundwithrene.com/subscribe

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A Look at Moncler's Stock: High Fashion, High Returns?

Friday, February 28, 2025 • Duration 52:17

A Look at Moncler's Stock: High Fashion, High Returns?

Podcast music: https://www.epidemicsound.com/track/1Zx0EcEIfC/

Get full access to Compound with René at www.compoundwithrene.com/subscribe

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Celsius Buys Alani Nu: A Match Made in Heaven?

Monday, February 24, 2025 • Duration 17:14

Celsius Buys Alani Nu: A Match Made in Heaven?

Podcast music: https://www.epidemicsound.com/track/1Zx0EcEIfC/

https://www.epidemicsound.com/track/5ul0LfurvG/

Get full access to Compound with René at www.compoundwithrene.com/subscribe

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Big Tech’s Spending Spree, Meta's Valuation & A Handy Rule of Thumb

Friday, February 21, 2025 • Duration 01:18:06

Big Tech’s Spending Spree, Meta's Valuation & A Handy Rule of Thumb

Podcast music: https://www.epidemicsound.com/track/1Zx0EcEIfC/

Get full access to Compound with René at www.compoundwithrene.com/subscribe

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The GIANT Tesla Illusion!

Wednesday, February 5, 2025 • Duration 13:16

The GIANT Tesla Illusion!

Podcast music: https://www.epidemicsound.com/track/1Zx0EcEIfC/

https://www.epidemicsound.com/track/mDGaljb3KD/

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7 EXTREMELY Beaten-Down Stocks!

Sunday, February 2, 2025 • Duration 17:20

7 EXTREMELY Beaten-Down Stocks!

Podcast music: https://www.epidemicsound.com/track/1Zx0EcEIfC/

https://www.epidemicsound.com/track/lbCBdVlK1c/

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No More Investing Secrets! (by René Sellmann) – Details, episodes & analysis

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No More Investing Secrets! (by René Sellmann) – Details, episodes & analysis

Podcast details

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Spotify

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Other35

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RSS feed quality and score

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Other35

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