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@ReneSellmann "Luxury stocks on my watchlist all trading significantly below their 52-week high. $LVMH $RACE $TISG $KER Any stocks I need to add"
@ReneSellmann on X 2024-11-12 16:36:28 UTC 8607 followers, 4395 engagements

"@safe_our_souls Hehe. And just in case you were wondering what the heck I was talking about:"
@ReneSellmann on X 2025-07-25 12:14:02 UTC 8607 followers, XXX engagements

"I sold $META today. Had a good run but I see better opportunities elsewhere (valuation-wise) and I'm not a fan of the multi-billion dollar hiring spree in AI. The stock will rip probably post earnings next week as it always does"
@ReneSellmann on X 2025-07-24 16:31:03 UTC 8586 followers, 1861 engagements

"@wolfofharcourt @DividendTalk_ @European_DGI You were quick Thanks. Two great hosts that made it easy to get into the flow of things"
@ReneSellmann on X 2025-07-20 09:12:51 UTC 8601 followers, XXX engagements

"When people start calling $LVMH an average business we're getting close to this being an opportunity. I get the point it's not $RACE or $RMS but LVMH is clearly an above-average business. I'll probably own it soon"
@ReneSellmann on X 2025-06-21 11:17:00 UTC 8607 followers, 12.5K engagements

"Good morning everyone I've just launched a WhatsApp group for annual paying subscribers of the blog. If you are on the annual plan and you'd like to connect with me and other serious investors just send me a DM on Substack with . ✅ your WhatsApp number ✅ the email you used to subscribe on Substack ✅ your full name . and Ill send you an invite"
@ReneSellmann on X 2025-07-27 09:35:26 UTC 8609 followers, 1303 engagements

"Assuming Buffett's focus is on stocks with a market cap above $XX billion here's a list of NA-listed stocks that meet his screen test: $UNH $HCA $CA $PYPL $HCA $REGN $NWM"
@ReneSellmann on X 2025-06-29 09:41:23 UTC 8602 followers, 1821 engagements

"Whats your current US exposure Do you plan to increase or decrease it over the next XX months"
@ReneSellmann on X 2025-07-25 12:11:47 UTC 8609 followers, 3961 engagements

"Some thoughts on the heavy Big Tech CapEx using $META as an example here: Meta expects to spend around $XX billion in capex in 2025 a staggering figure even by mega-cap standards. If we assume the company is targeting a XX% return on this investment that implies it needs to generate $X billion in additional annual earnings starting immediately. But the reality is that investments like data centers and AI infrastructure dont pay off overnight they produce value over time. Maybe in 2027 Maybe only in 2030 Who knows. But the timing of those returns matters. If Meta doesnt see a boost in earnings"
@ReneSellmann on X 2025-07-26 08:49:36 UTC 8609 followers, 1787 engagements

"The hotel franchising companies such as $HLT and $MAR have such wonderful business models: ✅ Growth with almost no investments ✅ Great margins ✅ High returns on capital ✅ Recurring asset-light fee income ✅ Strong brand-driven pricing power ✅ Global expansion with minimal risk ✅ Economies of scale in marketing and distribution ✅ Defensive with inflation pass-through via royalties It's a shame they also trade at pretty rich valuations always. You had an opportunity during Covid and you likely missed it just like I did"
@ReneSellmann on X 2025-07-16 08:13:05 UTC 8591 followers, 1131 engagements

""worst quarterly performance on record for the division over the past XX years. $LVMH"
@ReneSellmann on X 2025-07-25 12:50:46 UTC 8608 followers, 1039 engagements

"I thought $MEDP was decent value at $XXX if you could zoom out a little. But I really dont get how the market thinks the business should be worth almost XX% () more after posting these results (which were good of course but still). My only conclusion: markets are not efficient. Time arbitrage in action"
@ReneSellmann on X 2025-07-22 08:08:43 UTC 8607 followers, 4277 engagements

"Paycom Software $PAYC used to be a high-flying tech darling and saw its share price soar past $XXX in 2021 a 3571% gain from its debut price of $XX per share in 2014. Today $Paycoms stock is down XX% from that peak and now trading in the $XXX range. In this thread Ill explore a) the stock & business performance of Paycom b) the factors behind Paycoms stock decline and c) Paycoms business model"
@ReneSellmann on X 2024-07-02 15:57:56 UTC 8607 followers, 138.6K 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"
@ReneSellmann on X 2025-06-29 08:20:15 UTC 8607 followers, 3181 engagements

"So many ugly charts in the alcoholic beverages space. This is The Boston Beer Company $SAM 👇🏻 At some point a contrarian investor will make a lot of money in a few of these names"
@ReneSellmann on X 2025-07-20 09:17:09 UTC 8609 followers, 2187 engagements

"ASML is down roughly X% on the quarterly results + outlook. Over the past five years ASML has pretty much matched the performance of the S&P. It just shows how hard it can be to find outperforming stocks. Just buying "quality" is not enough. I'm not saying $ASML will not outperform longer term fwiw. The price is most certainly more attractive today than five years ago"
@ReneSellmann on X 2025-07-16 07:59:11 UTC 8577 followers, 25.5K engagements

"@TUunopuro Agreed. Got to keep it simple though. I was having the listing in mind"
@ReneSellmann on X 2025-07-25 12:36:53 UTC 8592 followers, XX engagements

"If you buy a company growing earnings at XX% per year for five years and during that same period the market re-rates the stock upward by XX% you end up with a XX% CAGR. You dont need hypergrowth. You dont need a multiple explosion. You just need a modest combination of compounding and rerating and a sensible entry point"
@ReneSellmann on X 2025-07-26 14:03:27 UTC 8609 followers, 20.1K engagements

"What if I told you theres a company like ADP . but it trades at 10x EBIT has over 340000 payslips under management . it is founder-led @mellerud and is still a XXX million market cap Youd probably want to look at it. Start here (link in response below):"
@ReneSellmann on X 2025-07-25 11:43:22 UTC 8607 followers, 2063 engagements

"@TylerD0rd3n Depends on the starting multiple. Going from 8x to 12x is no explosion. Going from 30x to 45x is"
@ReneSellmann on X 2025-07-27 12:29:08 UTC 8609 followers, XXX engagements

"#8 @LaughingH20Cap revealed two new investments here:"
@ReneSellmann on X 2025-07-25 16:36:08 UTC 8607 followers, XXX engagements

"@aktieblogg You always have the most unique and obscure geographic exposure I'm aware of. Love the consistency of your approach"
@ReneSellmann on X 2025-07-25 16:03:48 UTC 8596 followers, XXX engagements

"@CCM_Brett Is luxury apparel though There are certainly timeless brands that are easier to understand than your next Alo Yogo etc"
@ReneSellmann on X 2025-07-25 17:35:07 UTC 8600 followers, XXX engagements

""If he hadn't sold any shares he'd still own around 990k shares which would represent XX% of his current total assets under management." $META is up another XX% since this tweet by the way. The fund's concentration in $META today if he had never sold a single share would be absolutely massive and his AUM likely much higher. I'd love to hear Dorsey speak on this topic and the processes he followed"
@ReneSellmann on X 2025-07-26 10:21:40 UTC 8608 followers, 2212 engagements

"Standard Chartered ✅ Morgan Stanley ✅ UniCredit ✅ Legacy banks start moving. I expect many similar PRs over the coming years. Slow and steady. I'm glad I sized $WISE with conviction around a year ago. There's a lot of news around stablecoins right now but Wise is executing its playbook"
@ReneSellmann on X 2025-07-15 20:01:30 UTC 8609 followers, 3745 engagements

"You can find companies in the Netherlands the UK Norway or Canada trading at 1012x earnings growing steadily throwing off cash with aligned management and clean balance sheets. Meanwhile their U.S. peers are priced at 2540x earnings and require flawless execution just to justify current valuations"
@ReneSellmann on X 2025-07-26 11:02:07 UTC 8609 followers, 9266 engagements

"#9 I really don't know what's going on at $WISE regarding the US listing. Seems odd"
@ReneSellmann on X 2025-07-25 16:36:09 UTC 8607 followers, XXX engagements

"Everyone loves organic growth. Until a great business cuts low-margin revenue on purpose and gets punished for it. Ashteads XX% drop makes no sense to me. Heres my updated $AT deep dive (link in response below):"
@ReneSellmann on X 2025-07-18 08:56:31 UTC 8580 followers, 1677 engagements

"Solid quarter by Edenred $EDEN. The stock still has A LOT of catch-up to do if you bought in the 2021-2025 period"
@ReneSellmann on X 2025-07-23 15:29:27 UTC 8607 followers, 1248 engagements