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@ReneSellmann Avatar @ReneSellmann Rene Sellmann

Rene Sellmann posts on X about $meta, meta, $wise, $lvmh the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

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Mentions: XX #

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Followers: XXXXX #

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CreatorRank: XXXXXXX #

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Social Influence #

Social category influence finance XXXX% stocks XXXXX% technology brands XX% cryptocurrencies XX% countries XXXX%

Social topic influence $meta #25, meta #3299, $wise 5%, $lvmh 3.75%, listing 3.75%, stocks 3.75%, hermes 2.5%, market cap 2.5%, theres a 2.5%, told XXX%

Top accounts mentioned or mentioned by @joinyellowbrick @wolfofharcourt @european_dgi @mellerud @tuunopuro @aktieblogg @vince85623723 @natiogairi @leolilja @compoundingwala @safeoursouls @dividendtalk @europeandgi @rahulsetty @ccmryan @laughingh20cap @ccmbrett @jaminball @philoinvestor @marcotomasrodr

Top assets mentioned Metadium (META) Wise (WISE) Microsoft Corp. (MSFT) Hilton Hotels Corporation Common Stock (HLT) Eden (EDEN) ABCC Token (AT) Alphabet Inc Class A (GOOGL) General Motors Company (GM) Regeneron Pharmaceuticals Inc (REGN) Coupon Assets (CA) UnitedHealth Group (UNH) HCA Healthcare Inc (HCA) PayPal Holdings Inc (PYPL) Marriott International Inc (MAR) Paycom Software Inc (PAYC) Samsunspor Fan Token (SAM) Meta Platforms, Inc. (META) Morgan Stanley (MS) Moody's Corporation (MCO) Charg Coin (CHG) TransDigm Group, Inc. (TDG) Mastercard, Inc. (MA) Heima (HEI)

Top Social Posts #

Top posts by engagements in the last XX hours

"Hermes $RMS has surpassed $LVMH in terms of market cap"
@ReneSellmann Avatar @ReneSellmann on X 2025-07-01 06:39:35 UTC 8537 followers, 2910 engagements

"Going deep on $LVMH (this will be an exclusive piece for paying subscribers)"
@ReneSellmann Avatar @ReneSellmann on X 2025-07-01 08:38:15 UTC 8523 followers, 5985 engagements

"@safe_our_souls Hehe. And just in case you were wondering what the heck I was talking about:"
@ReneSellmann Avatar @ReneSellmann on X 2025-07-25 12:14:02 UTC 8552 followers, XXX engagements

"The story of Big Tech being capital-light compounders seems to be over ⚠ The capex-to-operating-cash-flow ratios are trending upward and now higher than that of General Motors (42.6%) a company we used to think of as the definition of capital intensity. 📈 Microsoft $MSFT is plowing XX% of its operating cash flow into CapEx 📈 Meta $META is close behind at XX% 📈 Alphabet $GOOG comes in at XX% 📈 Amazon $AMZN tops them all with a staggering 82%"
@ReneSellmann Avatar @ReneSellmann on X 2025-07-07 14:47:57 UTC 8541 followers, 1043 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 Avatar @ReneSellmann on X 2025-07-24 16:31:03 UTC 8573 followers, 1855 engagements

"@wolfofharcourt @DividendTalk_ @European_DGI You were quick Thanks. Two great hosts that made it easy to get into the flow of things"
@ReneSellmann Avatar @ReneSellmann on X 2025-07-20 09:12:51 UTC 8549 followers, XXX 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 Avatar @ReneSellmann on X 2025-06-29 09:41:23 UTC 8546 followers, 1804 engagements

"Whats your current US exposure Do you plan to increase or decrease it over the next XX months"
@ReneSellmann Avatar @ReneSellmann on X 2025-07-25 12:11:47 UTC 8580 followers, 3752 engagements

"I'm going to spend the entire day fine-tuning my newest deep dive and will hopefully be able to release it later today (possibly tomorrow). Stay tuned"
@ReneSellmann Avatar @ReneSellmann on X 2025-07-23 08:49:54 UTC 8536 followers, 1461 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 Avatar @ReneSellmann on X 2025-07-26 08:49:36 UTC 8580 followers, 1617 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 Avatar @ReneSellmann on X 2025-07-16 08:13:05 UTC 8535 followers, 1106 engagements

""worst quarterly performance on record for the division over the past XX years. $LVMH"
@ReneSellmann Avatar @ReneSellmann on X 2025-07-25 12:50:46 UTC 8580 followers, 1012 engagements

"I cannot recall seeing a $WISE ad ever in my life. Wise has been quite vocal about ramping up marketing investments. Where is that money going I'm already a Wise customer so maybe my anecdotal evidence is just the result of digital ads being so damn good"
@ReneSellmann Avatar @ReneSellmann on X 2025-06-29 16:38:22 UTC 8539 followers, 1828 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 Avatar @ReneSellmann on X 2024-07-02 15:57:56 UTC 8580 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 Avatar @ReneSellmann on X 2025-06-29 08:20:15 UTC 8580 followers, 3174 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 Avatar @ReneSellmann on X 2025-07-20 09:17:09 UTC 8539 followers, 2138 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 Avatar @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 Avatar @ReneSellmann on X 2025-07-25 12:36:53 UTC 8549 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 Avatar @ReneSellmann on X 2025-07-26 14:03:27 UTC 8580 followers, 10.6K 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 Avatar @ReneSellmann on X 2025-07-25 11:43:22 UTC 8580 followers, 1987 engagements

"#8 @LaughingH20Cap revealed two new investments here:"
@ReneSellmann Avatar @ReneSellmann on X 2025-07-25 16:36:08 UTC 8580 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 Avatar @ReneSellmann on X 2025-07-25 16:03:48 UTC 8553 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 Avatar @ReneSellmann on X 2025-07-25 17:35:07 UTC 8552 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 Avatar @ReneSellmann on X 2025-07-26 10:21:40 UTC 8580 followers, 1724 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 Avatar @ReneSellmann on X 2025-07-15 20:01:30 UTC 8542 followers, 3668 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 Avatar @ReneSellmann on X 2025-07-26 11:02:07 UTC 8580 followers, 6359 engagements

"#9 I really don't know what's going on at $WISE regarding the US listing. Seems odd"
@ReneSellmann Avatar @ReneSellmann on X 2025-07-25 16:36:09 UTC 8580 followers, XXX 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%"
@ReneSellmann Avatar @ReneSellmann on X 2025-01-29 07:22:39 UTC 8542 followers, 6667 engagements

"Today's a very busy day for my portfolio: - $BKHT released rather bad news again yesterday evening which I needed to process and in fact I just wrote an open letter to the management team which I published on my blog. - $AT dropped XX% this morning after reporting half-year results (at first glance I don't think the drop is justified) - $EVO reported results this morning (looked decent at first glance) - $WISE reported this morning too I'm glad Wise falls into the "no need to babysit" bucket right now (see screenshot below). - $IBKR reports Q2 results later today too. But you know what . I'm"
@ReneSellmann Avatar @ReneSellmann on X 2025-07-17 09:14:18 UTC 8539 followers, 1278 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 Avatar @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 Avatar @ReneSellmann on X 2025-07-23 15:29:27 UTC 8536 followers, 1160 engagements