No More Investing Secrets! – Details, episodes & analysis
Podcast details
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No More Investing Secrets!
Rene
Frequency: 1 episode/6d. Total Eps: 62
www.compoundwithrene.com
Recent rankings
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Apple Podcasts
🇬🇧 Great Britain - investing
20/07/2025#99
Spotify
No recent rankings available
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See allRSS feed quality and score
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See allScore global : 43%
Publication history
Monthly episode publishing history over the past years.
Valuation, Bitcoin, and the European Edge – A Conversation with Heavy Moat Investments
lundi 14 juillet 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 Quality Investing with René Sellmann at www.compoundwithrene.com/subscribe
Meta's AI Acquisition Spree, Google in AI, Boston Beer’s Valuation, and 100-Bagger Lessons
dimanche 29 juin 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 Quality Investing with René Sellmann at www.compoundwithrene.com/subscribe
Serial Acquirers: Compounding Wealth Through Deals (pt. 2 w/ Andrew Brown)
vendredi 28 mars 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 Quality Investing with René Sellmann at www.compoundwithrene.com/subscribe
Becoming a Better Investor – Our Journey So Far (w/ Andrew Brown)
lundi 24 mars 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 Quality Investing with René Sellmann at www.compoundwithrene.com/subscribe
Bridgewater's Sobering Market Outlook, Our Cash Positions, and Google & Celsius' Stocks
vendredi 7 mars 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 Quality Investing with René Sellmann at www.compoundwithrene.com/subscribe
A Look at Moncler's Stock: High Fashion, High Returns?
vendredi 28 février 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 Quality Investing with René Sellmann at www.compoundwithrene.com/subscribe
Celsius Buys Alani Nu: A Match Made in Heaven?
lundi 24 février 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 Quality Investing with René Sellmann at www.compoundwithrene.com/subscribe
Big Tech’s Spending Spree, Meta's Valuation & A Handy Rule of Thumb
vendredi 21 février 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 Quality Investing with René Sellmann at www.compoundwithrene.com/subscribe
The GIANT Tesla Illusion!
mercredi 5 février 2025 • Duration 13:16
The GIANT Tesla Illusion!
Podcast music: https://www.epidemicsound.com/track/1Zx0EcEIfC/
https://www.epidemicsound.com/track/mDGaljb3KD/
Get full access to Quality Investing with René Sellmann at www.compoundwithrene.com/subscribe
7 EXTREMELY Beaten-Down Stocks!
dimanche 2 février 2025 • Duration 17:20
7 EXTREMELY Beaten-Down Stocks!
Podcast music: https://www.epidemicsound.com/track/1Zx0EcEIfC/
https://www.epidemicsound.com/track/lbCBdVlK1c/
Get full access to Quality Investing with René Sellmann at www.compoundwithrene.com/subscribe
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