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 | 284 | Subscribers | Read | compoundwithrene.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Deep Dive: Nintendo ($NTDOY)
Nintendo is no ordinary company.
Robinhood’s Entry into Singapore: Assessing the Competitive Threat to Tiger Brokers and Futu
You can read this article entirely for free. If you find value in this research, consider becoming a Premium Member to unlock our full archive and join our growing circle of investors (I highly recommend checking out “The Library” to see wh...
5 Quality Names Ready to Turn?
The Most Mispriced Quality in the World? Five Names I Am Watching Right Now
Deep Dive: Chinese Stock at 2x Earnings + >50% FY25 Shareholder Yield
What if I told you that I found a company trading at a 2x earnings multiple and offering a greater-than-50% shareholder yield based on its FY25 distributions?
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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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