Compound with René
René SellmannMore signal, less noise – invest intelligently in high-quality stocks!
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 254 | Subscribers | Read | compoundwithrene.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Deep Dive: Topicus.com Inc. ($TOI) – Part 3
AI Disruption Risk, Topicus vs. Chapters Group, Churn Rates & More!
Deep Dive: Topicus.com Inc. ($TOI) – Part 2
Competitive Advantage Analysis + Management Discussion
Deep Dive: Topicus.com Inc. ($TOI) – Part 1
I remember about a year ago, a few members of the community and I decided to commit four weeks to dive deep into the world of serial acquirers – a space that I had been fascinated by for a long time.
Library
Welcome to a comprehensive overview of all the posts I’ve shared so far, organized by type for easy reference. Whether you’re looking for in-depth company deep dives, process-oriented insights, valuation approaches, or market commentary, th...
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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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