All Episodes
No More Investing Secrets! (by René Sellmann) — 71 episodes
Will AI Make Markets Less Efficient?
Navigating Quality in a Shifting Market – Adobe, Berkshire, Constellation, and Beyond (a Chat with The Pursuit of Compounding)
From Tangibles to Intangibles: The Shifting Landscape of Net Working Capital (with Heavy Moat Investments)
SaaSMageddon, CSU, Almost Buying Wise & His "Passion Stock" – A Chat with Andrew Brown
InPost: More Than Lockers – The Rails of European E-Commerce
2025 Reflections, AI vs Software, VMS Moats, Portfolio Reshuffling & 2026 Predictions (with Heavy Moat Investments)
Wise in 2026: Uplisting, Stablecoins, and the Next Phase of Cross-Border Payments
Fintech Rivalries, AI’s Dead End, and Market Forces: Snap Judgments on Salesforce, PayPal, Adobe, Wise vs. Stripe, and Adyen
Nvidia at 8%, Should You Buy ATHs?, FCF + Growth, and a Look at Crocs, Lulu, Adobe & Novo
Valuation, Bitcoin, and the European Edge – A Conversation with Heavy Moat Investments
Meta's AI Acquisition Spree, Google in AI, Boston Beer’s Valuation, and 100-Bagger Lessons
Reflecting on Returns, Cash Drag & Wise’s Voting Control
Time to Buy Lululemon AGAIN?
This Is NOT a Normal Market Crash! 5 Investing Truths for the 2025 Market Meltdown
Netflix’s $1 Trillion Plan Shocks Wall Street!
Time to Buy Adobe Stock?
Nasdaq’s SHOCKING 24/5 Trading Plan!
Discussing CASH! To Time or Not to Time the Market (pt. 4 w/ Andrew Brown)
Building Your Own Serial Acquirer - Starting at Stage 0 (pt. 3 w/ Andrew Brown)
Serial Acquirers: Compounding Wealth Through Deals (pt. 2 w/ Andrew Brown)
Becoming a Better Investor – Our Journey So Far (w/ Andrew Brown)
Bridgewater's Sobering Market Outlook, Our Cash Positions, and Google & Celsius' Stocks
A Look at Moncler's Stock: High Fashion, High Returns?
Celsius Buys Alani Nu: A Match Made in Heaven?
Big Tech’s Spending Spree, Meta's Valuation & A Handy Rule of Thumb
The GIANT Tesla Illusion!
7 EXTREMELY Beaten-Down Stocks!
Investing in China & Living a Successful Life! (with Tiho Brkan)
How a Growth Stock Becomes a Value Investment! (Part 2 with Tiho Brkan)
Interview with Tiho Brkan: Is Buffett Making a Big Market Call?
How the Stock Market Could Change in 2025!
I Have Big News!
What You Need to Learn From Last Year’s Market!
Evolution Gaming: A World-Class Business ON SALE?
Kering: A Luxury Stock That Could DOUBLE?
UBER Stock: A Generational Buying Opportunity in 2025?
How OVERVALUED Are US Stocks REALLY?!
The 5 Best Growth Stocks for 2025!
The S&P 500's Diversification Illusion!
My ENTIRE Stock Portfolio REVEALED!
How to Crush Your Financial Goals in 2025!
7 Signs the Market Is About to Crash!
Is Google's Stock a BUY Now?
Ticker Talk: Is Yeti a Quality Business?
Is It Too Late to Buy Bitcoin?
Warren Buffett's Big Market Call!
Bill Ackman's NEW Big Investment!
What the REALLY Smart Money Is Buying!
The Stock Market Is BOOMING!!
The Quality Stock Bubble!
Is Capri's Stock a Buy After Its -50% Drop?
Is Starbucks DYING? Shocking New Data!
Unloved Sector with MASSIVE Upside Potential? (Ticker Talk #2)
Why Most People NEVER Get Rich! (And How YOU Can!)
Celsius Stock: Buy When Everyone Hates It? (Ticker Talk #1)
Has China Just Become Investable (Again)?
Roasting the $86,000 Portfolio of a Subscriber!
The Most Expensive Stock Markets in the World
My 3 Highest Conviction Stocks (Q&A Session)
Good Bye Google? Why I Permanently Switched to ChatGPT
Roasting the $148,000 Portfolio of an Investing Newcomer
A Blueprint for Your First Stock Purchase
The Passive Investing Illusion!
Be Your Own Investing Architect!
Roasting The $80,000 Stock Portfolio of an IT Entrepreneur
The NEW Generation of ETFs!
Framework First! A Path to Smarter Investing
Sam Altman's SECRET Billion-Dollar Empire!
Why It's a Great Time to Be a Stock Picker!
Andrew Letendre's Simple, Yet Effective Investment Philosophy
The Man Who Beat YouTube Finance – Brandon van der Kolk