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@ReneSellmann "China is plugging another capital control loophole. Tiger Brokers $TIGR & $FUTU are in the headlines again. Is this the end of their Greater China funnel Or is this just another incremental patch I discuss the magnitude of the impact of the recent headwind in my new post (link below)"
X Link @ReneSellmann 2025-09-25T15:58Z 9344 followers, 3256 engagements

"I was talking to @stonkmetal this morning about the opportunity in $CSU. What I find interesting about the current discussion around Constellation Software is how controversial the valuation debate has become. @PythiaR did an excellent job of cutting through some of the noise on Twitter (see quoted tweet below). His breakdown shows that CSU isnt trading anywhere near the 30x FCF headlines that have been making the rounds but closer to 2225x depending on how you adjust for TOI/LMN and what assumptions you use for fully burdened free cash flow. Hes also right to remind people that looking at"
X Link @ReneSellmann 2025-09-26T08:23Z 9345 followers, 32.4K engagements

"Stocks I looked at this year and passed on (for now) either because of business quality of price: $U Unity $TINY.V Tiny $STLA Stellantis N.V. $PUIG Puig Brands $LVMHF Louis Vuitton $DOOO BRP Inc. $ADBE Adobe $NLM Frosta AG $ULTA Ulta Beauty $NKE Nike $BIRK Birkenstock $LULU Lululemon $MTCH Match Group $ABNB Airbnb $PAH3 Porsche . (and many more) Saying "No" to almost everything is a superpower in investing"
X Link @ReneSellmann 2024-09-09T19:58Z 9344 followers, 4902 engagements

"#13 - Todd Wenning @ToddWenning joins the $WISE crowd "Wise's emphasis on the scaled economies shared model has left many observers confused. One sell-side analyst for example recently noted that "Wise's obsessive drive toward a zero-cost currency exchange future is leaving shareholder money on the table."""
X Link @ReneSellmann 2025-10-10T14:53Z 9335 followers, XXX engagements

"Forbes Jamieson is spot-on here (see attached post) and its something Ive been pretty vocal about in the past. From the investor or publishers perspective theres very little to gain from sharing performance publicly if youre being genuine (i.e. not gaming the numbers). If you do well people often wont believe you. If you do poorly people will talk you down and that can easily make you question your own competence. Thats a dangerous spiral: you start forcing it trying to make up recent underperformance. And finally if youre running a concentrated portfolio long stretches of underperformance"
X Link @ReneSellmann 2025-10-11T21:18Z 9338 followers, 1892 engagements

"Consumers dont love the product either and its far from certain how stablecoins and other emerging rails will reshape the landscape - I own $WISE fwiw. Still the case for PayPal isnt purely about transaction margins its about whether the company can lean on its enormous dataset and user base finding ways to monetize in an AI-driven world where data is a true differentiator. The new CEO seems to do a good job too. Thoughts"
X Link @ReneSellmann 2025-10-01T10:13Z 9340 followers, 1427 engagements

"Zuck says Meta is about to invest $600B in AI infra by 2028 That's absolutely massive. For context: 🤯 That's XXX LTM revenue ($178.8B) 🤯 That's XXX LTM operating CF ($102.3B) nearly six years 🤯 That's all operating CF since 2017 + $201B 🤯 That's XXXX total revenue 202124 combined Absolutely wild"
X Link @ReneSellmann 2025-09-05T11:35Z 9335 followers, 7615 engagements

"I bookmark hundreds of investing tweets every week 📈 Here are my XX best bookmarks from the past week. Smart ideas. Great charts. Sharp takes. Lets dig in 🧵"
X Link @ReneSellmann 2025-10-10T14:53Z 9344 followers, 6057 engagements

"Cant wait for earnings season to start again. One more week"
X Link @ReneSellmann 2025-10-08T17:24Z 9344 followers, XXX engagements

"Timee ($215A) is NOT a typical Japanese tech story. It's a profitable founder-led market leader. Is it an asymmetric bet I ran the numbers. 🎯 Current penetration is tiny suggesting massive TAM runway. 📉 Why I think the downside is capped but the upside is 2.5x+. ⚖ Detailed valuation My 23000-word deep dive on this unique long-term compounding machine (link below)"
X Link @ReneSellmann 2025-10-08T14:20Z 9344 followers, 8590 engagements

"Here's my 90-second Edenred pitch why $EDEN.PA deserves your attention: The stock is already up XX% over just 2-3 days since I started a position (might've bottom-picked this one) and it's a XXX% position now which I might increase. If this short excerpt piques your interest you can find the full write-up (21000 words) on my blog. $EDEN $PLX.PA"
X Link @ReneSellmann 2025-06-29T08:20Z 9341 followers, 4006 engagements

"Is Azelis really worth one's time $AZE At first glance this feels like a slow-growth low-margin decently "moaty" business. But slow growth coupled with low margins (unless there's a really high inventory turnover) usually puts you in the "just going to pass on this" bucket unless the stock trades at a single-digit multiple. Is future growth going to materially pick up What gives you confidence on that"
X Link @ReneSellmann 2025-09-28T13:21Z 9345 followers, 2423 engagements

"Here's the Tiger Brokers $TIGR 90-second pitch:"
X Link @ReneSellmann 2025-09-08T05:48Z 9344 followers, 5822 engagements

"If you own any Japanese equities how do you think about the currency risk"
X Link @ReneSellmann 2025-10-14T17:15Z 9344 followers, 1476 engagements

"Btw: When I see X% revenue growth Im really seeing a decline in real terms. $lvmh"
X Link @ReneSellmann 2025-10-14T17:08Z 9344 followers, 2354 engagements

"Identifying moats is more art than science. But one good indicator of the existence of a moat is the "trail of competitors' dead bodies lying in the company's wake." The investors of Ennismore nicely list the "trail of competitors' dead bodies" that crossed $Wise's way"
X Link @ReneSellmann 2025-10-12T08:53Z 9344 followers, 10.5K engagements

"Some of my portfolio's look-through ratios as of today: 🧮 P/E (LTM): 20.3x $IBKR and $WISE being among my top X holdings lifting this upwards 💰 EV/EBIT (LTM): 13.2x 🛍 P/S (NTM): 3.5x 📈 3Y Topline CAGR: XX% 💸 Div Yield: XXXX% 🏗 Gross Margin: XXXX% ⚙ EBIT Margin: XXXX% (if you'd weigh IBKR's XX% EBT margins this one would be higher; $TIGR is also posting numbers significantly above the weighted avg.) 📈 Rule of 40: XXXX% 📈 Rule of X: XX% (placing more weight on growth) 🧾 Payout Ratio: XXXX% Insights: 💡 Margins (gross + EBIT) look very strong overall 💡 Valuation multiples are moderate"
X Link @ReneSellmann 2025-09-25T17:34Z 9342 followers, 2680 engagements

"Hot take: I'd rather buy OpenAI at a $500B valuation than $GOOG at a $X trillion valuation. Agree or disagree"
X Link @ReneSellmann 2025-10-07T13:56Z 9344 followers, 4984 engagements

"#12 - Is Topicus $TOI.V the better bet than $CSU"
X Link @ReneSellmann 2025-10-10T14:53Z 9344 followers, 1552 engagements

"#16 - My takeaway from this Ashtead Technology insight $AT.L 1) Dont look for backlog or long-term contracts; instead track utilization rates pricing trends and geographic diversification. 2) Seasonal dips (especially Q1 and Q4) are normal. 3) The companys steady margins and strong cash conversion despite that volatility are precisely what make its execution model impressive"
X Link @ReneSellmann 2025-10-10T14:53Z 9345 followers, XXX engagements

"#17 - Fever-Tree $FEVR pitch by Bonsai Partners"
X Link @ReneSellmann 2025-10-10T14:53Z 9345 followers, XXX engagements

"If you haven't read my $TIGR deep dive or any of the other deep dives I shared this year for instance $NVO (free) $ZAL $MNDY (free) $CMG (free) $DOCN $AT $EDEN $NATH $BKHT $1INN + strategic stock commentary on stocks like $EVO $WIX $WISE $GOOG etc. make sure to check out my blog and the pricing discount available for X more days. Here's a very kind feedback I received today:"
X Link @ReneSellmann 2025-09-27T13:04Z 9344 followers, 2067 engagements

"A truly effective dating app that consistently helped people form stable relationships would in a sense destroy its own customer base"
X Link @ReneSellmann 2025-10-12T10:26Z 9337 followers, XXX engagements

"I think this is among the most interesting data sets I've curated with the help of AI in my recent deep dive into $TIGR. Trade Republic is at X million customers and over XXX billion AUM fwiw. $HOOD $IBKR $FTK $FUTU $BULL"
X Link @ReneSellmann 2025-09-07T10:07Z 9344 followers, 7539 engagements

"Everyone talks about diversification across stocks. Few talk about internal diversification. @borrowed_ideas did in the tweet below"
X Link @ReneSellmann 2025-10-04T15:31Z 9336 followers, 1414 engagements

"What happens when a hyper-growth compounder decides to slow down almost on purpose Evolution Gamings Q1 results shocked the market. $EVO But this wasnt just a miss it was a strategy shift. Lets talk about short-term friction long-term strategy and why this moment matters 🧵"
X Link @ReneSellmann 2025-05-11T16:25Z 9345 followers, 134.4K engagements

"This is me thinking out loud. I can totally see a world where OpenAI becomes the most valuable company in the world. I just learned how apps will be integrated in ChatGPT going forward (see tweet below). I just see a company that is moving so fast is incredibly innovative and that has so many monetization levers to pull it could literally become THE everything app that despite the losses it is making the IRR setup could still be attractive at $500B and certainly higher than $GOOG at $3T (I know everyone loves $GOOG again because the share price is up)"
X Link @ReneSellmann 2025-10-07T14:08Z 9338 followers, XXX engagements

"Link: Also available on Spotify and Apple Podcasts"
X Link @ReneSellmann 2025-10-03T08:26Z 9336 followers, XXX engagements

"Robinhood just surpassed Interactive Brokers in valuation. $HOOD: $127B $IBKR: $117B Does anyone really believe HOOD deserves to trade above a global powerhouse with decades of profitable growth"
X Link @ReneSellmann 2025-10-01T13:59Z 9344 followers, 1888 engagements

"Social media platforms operate under a disturbingly similar logic. Their core metric is engagement clicks time spent shares watch time not the quality of insight discourse or connection"
X Link @ReneSellmann 2025-10-12T10:26Z 9336 followers, XXX engagements

"Portfolio composition as of today 👇🏻 $WISE $IBKR $AT.L $BKHT $ZAL $TIGR $CMG.TO $EVO $EDEN $215A You can find deep dives and/or strategic stock commentary on all of the names on my blog"
X Link @ReneSellmann 2025-10-09T17:09Z 9344 followers, 2178 engagements

""The bear in me says they are throwing spaghetti against the wall and going after anything that is considered successful in other footwear brands like $DECK (HOKA) $AS (Salomon) etc. The bull says there is no reason why Nike shouldnt have been successful in these categories to begin with"
X Link @ReneSellmann 2025-10-01T20:23Z 9343 followers, 2806 engagements

"Wise is still so underfollowed that this $Wise - $Goog partnership news didnt make it to my timeline"
X Link @ReneSellmann 2025-08-12T21:27Z 9343 followers, 20.7K engagements

"We're going to record another podcast this Thursday. Any suggestions for the new "buy one leave one" format where we take a quick glance at stocks"
X Link @ReneSellmann 2025-09-29T10:52Z 9345 followers, 2863 engagements

"How is $DUOL not doomed long term Zuck just shared that $META is "launching translations using Meta Al in more languages. It's available for Hindi Portuguese Spanish and English now and we're working on adding more soon. Swipe to check it out See for yourself 👇🏻"
X Link @ReneSellmann 2025-10-09T17:29Z 9344 followers, 4258 engagements

"Let me also give a shoutout to Alexander who does a wonderful job covering the thesis and recent quarterly developments on this platform $TIGR Here's his Q2 summary"
X Link @ReneSellmann 2025-09-05T15:37Z 9344 followers, 4097 engagements

"Were in a frothy environment right now thats certain but under the hood there are still lots of opportunities. Pitch your favorite underfollowed investment idea (in X sentences or less) 👇"
X Link @ReneSellmann 2025-10-11T18:32Z 9345 followers, 3550 engagements

"I believe the investors of Polen Capital are top-notch investors fwiw. Some thoughts on the fund's recent underperformance 👇🏻 What few realize is that during euphoric bull markets when benchmark indices become hyper-concentrated in a handful of mega-caps its actually really hard for stock pickers to outperform. We're in such an environment right now: we're seeing almost unparalleled levels of concentration in the S&P. When a few dominant names (often from one or two hot industries) drive all the returns the index stops reflecting the market and becomes a bet on a tiny cluster of winners. If"
X Link @ReneSellmann 2025-10-11T21:40Z 9344 followers, 26.5K engagements

"1 - Some food for thought for Teqnion investors $TEQ.ST $TEQ"
X Link @ReneSellmann 2025-09-25T20:05Z 9343 followers, XXX engagements

"New pod is live 🎙 AI disruption 🎙 Fintech rivalries (Wise vs. Stripe) 🎙 Legacy players (Salesforce PayPal Adobe) 🎙 Snap takes (Adyen) We unpack it all in the new episode"
X Link @ReneSellmann 2025-10-03T08:26Z 9344 followers, 2391 engagements

"I just applied the Rule of X to my quality watchlist of around XXX stocks. Here are the companies scoring the highest: 1) Evolution Gaming $EVO XXX% 2) Chapters Group $CHG XXX% 3) Visa $V XX% 4) Transdigm $TDG XX% 5) Moody's $MCO XX% 6) Mastercard $MA XX% 7) HEICO $HEI XX% 8) Kelly Partners $KPG XX% 9) Microsoft $MSFT XX% 10) Birkenstock $BRIK XX% 11) Hilton Worldwide $HLT XX% 12) Hermes $RMS 64%"
X Link @ReneSellmann 2025-01-29T07:22Z 9338 followers, 6830 engagements

"@memyselfandi006 Well if you don't have the temperament to stomach volatility you should not pick stocks in my view. And of course if you're dependent on income generated by stocks this changes the equation"
X Link @ReneSellmann 2025-10-12T07:20Z 9334 followers, XXX engagements

"@stonkmetal is going to be mad at us for our amateur-ish snap judgment take on $ADYEN"
X Link @ReneSellmann 2025-10-03T08:27Z 9336 followers, XXX engagements

"What's your highest-conviction long in your portfolio right now What's the position weight Bonus points for a 1-2 sentence thesis description"
X Link @ReneSellmann 2025-10-14T17:14Z 9344 followers, 3206 engagements

"Some people are just not wired to be good investors. I just came across an X account and all he does all day is post about $PYPL. Like literally XX tweets a day. It reminded me of Munger 👇🏻"
X Link @ReneSellmann 2025-10-14T21:16Z 9344 followers, 2614 engagements

"Constellation Software $CSU is experiencing one of its biggest drawdowns ever pretty much only surpassed by the Jan 2019 XX% decline"
X Link @ReneSellmann 2025-09-25T17:19Z 9345 followers, 8855 engagements

"These XX stocks are among the cheapest in my watchlist when measured against their own 10-year EV/Sales multiples Which one would you consider buying"
X Link @ReneSellmann 2025-10-01T20:16Z 9339 followers, 4950 engagements

"How would you feel about an equal-weight portfolio made up of the stocks below outperforming the market over the next ten years $GOOG $AMZN $V $MA $CSU $NVO $IBKR"
X Link @ReneSellmann 2025-10-07T20:42Z 9345 followers, 2221 engagements

"I'm assuming those buying stocks last Friday are about to take a hard look at I'd love to be more familiar with more Japanese stocks to simply make a basket bet here"
X Link @ReneSellmann 2025-10-14T09:32Z 9344 followers, 2077 engagements

"What's the most exciting opportunity you've come across over the last X months Ideally below a $X billion market cap"
X Link @ReneSellmann 2025-08-30T09:42Z 9345 followers, 3627 engagements

"Whats your favorite China stock right now"
X Link @ReneSellmann 2025-10-11T18:32Z 9342 followers, 4045 engagements