Compound with René
René SellmannValue 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.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 276 | Subscribers | Read | compoundwithrene.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Deep Dive: Grab Holdings Ltd ($GRAB) – Part 3
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Deep Dive: Grab Holdings Ltd ($GRAB) – Part 2
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When I initially started exploring ways to embed AI in my investment process (probably right after ChatGPT’s release in late 2022), I was hopeful – but also skeptical. The promise of making decisions quicker and more accurately is undeniabl...
Deep Dive: Grab Holdings Ltd ($GRAB) – Part 1
Imagine two Harvard Business School students, sitting together, brainstorming ideas that would go on to reshape the landscape of Southeast Asia’s transportation, food delivery, and financial services.
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Authors
The writers behind this newsletter.
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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