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Compound with René

René Sellmann, Compound With AI
Hundreds of paid subscribers

Value buyer and growth holder. Global equity research for ambitious investors who love businesses. Obsessed with quality & disciplined valuation. Process- & data-driven. No hype, just deep analytical work for the patient minority. 10y+ in equities.

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Substack
PricingFreemiumPublishesDaily
Issues374Founded2 years agoLast Issue37 hours ago
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Latest Issues

One of the Toughest Markets Ever!

Thank you for watching this replay of my live stream on the narrowness of the current market. If you missed it live, this is the full recording, and I hope it gives you something useful to think about or take into your own investing process...

37 hours ago
8

Blueprint: Howard Marks – The Memos, 1990–1998

Dear Compounders,

Warren Buffett once said that when memos from Howard Marks arrive in his mail, they are the first thing he opens and reads, and that he always learns something from them.

“When I see memos from Howard Marks in my mail...

3 days ago
9
2

The Winner’s Curse Coming for Netflix?

This post is a bit different from my usual deep dives. It’s closer to an evening of rambling that turned into something I wanted to write down. When the news broke today that Netflix had secured exclusive rights to every match of the 2030 W...

4 days ago
5
1

Is Hermès Finally Cheap Enough?

Dear compounders,

Recently I started this series for a very practical reason. Ember Infrastructure Management put a 615p per share proposal on the table for Ashtead Technology, a company I own and have written about at length.

That force...

6 days ago
28
4

Time Compounds Too

Dear compounders,

This post contains no valuation model, no moat analysis, and not a single mention of free cash flow conversion. Twelve days ago my wife and I welcomed our daughter into the world, and I want to write about the first two w...

8 days ago
14
12

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Authors

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  • René Sellmann

    Value buyer and growth holder. Global equity research for ambitious investors who love businesses. Obsessed with quality & disciplined valuation. Process- & data-driven. No hype, just deep analytical work for the patient minority. 10y+ in equities.

  • Compound With AI

    I help long-term investors use AI to research companies 10x faster, without outsourcing their thinking. I share the exact AI workflows and prompts I use for my own portfolio Read by 67K+ investors.

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