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@ReneSellmann Avatar @ReneSellmann Rene Sellmann

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

Engagements: XXXXX #

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Followers: XXXXXX #

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Social Influence

Social category influence finance XXXXX% cryptocurrencies XXXXX% stocks XXXXX% technology brands XXXX% countries XXXX% social networks XXXX% fashion brands XXXX% currencies XXXX% automotive brands XXXX% luxury brands XXXX%

Social topic influence wise #533, $wise #3, business 9.57%, $tigr #13, deep dive #1112, market cap #519, $hfg 3.48%, $futu #2, future 2.61%, $atl #10

Top accounts mentioned or mentioned by @moneyflowinvest @stonkmetal @joinyellowbrick @martinsjog @hsqueeze41963 @bradocapital @pythiar @pythiars @toddwenning @stonkmetals @tsaicapital @brianferoldis @jakebarfields @johnhuber72 @mjmauboussin @honestmath @petewasbrist @hurdlerate @wise @blondesnmoney

Top assets mentioned Wise (WISE) Paycom Software Inc (PAYC) Eden (EDEN) Lululemon Athletica Inc (LULU) Novo-Nordisk (NVO) Metadium (META) Wixlar (WIX) Interactive Brokers Group, Inc. (IBKR) monday.com Ltd. Ordinary Shares (MNDY) Spotify Technology (SPOT) ABCC Token (AT) DisChain (DIS) Samsunspor Fan Token (SAM) Diageo plc (DEO) Duolingo, Inc. Class A Common Stock (DUOL) Elcoin (EL) ResMed Inc. (RMD) Royalty Pharma plc Class A Ordinary Shares (RPRX) PayPal Holdings Inc (PYPL) Nike Inc (NKE) Airbnb Inc (ABNB) Stellantis N.V. (STLA) BRP Inc. Common Subordinate Voting Shares (DOOO) Birkenstock Holding plc (BIRK) Adobe, Inc. (ADBE) Ulta Beauty Inc (ULTA) Match Group Inc (MTCH)

Top Social Posts

Top posts by engagements in the last XX hours

"#5 Brockhaus Technologies XXXX% $BKHT Excellent management team with long track record in PE; founder-CEO; bet on capital allocation; phase X serial acquirer; 17x earnings; two attractive subsidiaries"
X Link 2024-04-26T10:44Z 10.7K followers, 5679 engagements

"Impressive results by $FUTU Revenue up XXXX% year-over-year. Bottom line up triple digits YoY. Turns out the Chinese are just as degenerate gamblers as their US peers 😄 Will $TIGR move on these news"
X Link 2025-11-18T09:37Z 10.7K followers, 7172 engagements

"Topicus with quite a ride this year up XX% at one point XX% down since and flat for the year now - $TOI"
X Link 2025-12-09T20:24Z 10.7K followers, 12.7K 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"
X Link 2024-07-02T15:57Z 10.7K followers, 138.9K 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 2025-09-26T08:23Z 10.7K followers, 35.9K 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 2025-09-28T13:21Z 10.7K followers, 2735 engagements

"Ashtead Technology is up XX% today. The user VP speculated below one of @stonkmetal's notes that this is potentially driven by someone finding insights in the LSE uplisting prospectus filed by $AT. I haven't dug in as I'm busy working on that new deep dive I mentioned here a few days ago. I wrote what I believe is a very solid analysis on my blog in which I cover what Ashtead does and what makes it a highly competitively advantaged company"
X Link 2025-10-02T17:44Z 10.7K followers, 2139 engagements

"Ashtead Technology dropped almost -X% yesterday. I'd expect a period of heightened volatility for a while with forced fund flows (due to the uplisting) driving short-term share price performance. I believe Ashtead can (easily) be a multi-bagger over the next 5-10 years. I expect solid business performance combined with an eventual re-rating. Let's hope I'm right"
X Link 2025-10-07T13:39Z 10.7K followers, 1046 engagements

"Ashtead Technologys short position continues to increase. It used to be the most shorted stock on the AIM before the recent uplisting. $AT.L"
X Link 2025-10-17T15:58Z 10.7K followers, 2102 engagements

"Ashtead Technology's short interest remains a big mystery to me"
X Link 2025-10-29T12:09Z 10.7K followers, 1513 engagements

"Wise's NA revenue is pretty much on par with its UK revenue. That's the opportunity. $WISE "However to reach every potential customer we have recently launched marketing campaigns to increase brand awareness of Wise. We have rolled out campaigns in the UK US Canada and New Zealand to support our strong word-of-mouth growth in addition to a continuation of the successful campaigns we kicked off in Australia last year.""
X Link 2025-11-06T12:26Z 10.7K followers, 1789 engagements

"I think managements commitment to buybacks at low valuations is sometimes overstated as a sign of capital allocation excellence. Not being an aggressive buyer of one's own stock is rarely a thesis breaker for me. In many cases and this may apply to Ashtead Technology for instance I actually prefer to see management reinvesting all of the cash flow back in the business. Of course it all comes down to opportunity cost. But even if internal business reinvestments generate a slightly lower quantifiable return strengthening the moat by reinvesting profits and extending the companys strategic"
X Link 2025-11-08T14:54Z 10.7K followers, 1998 engagements

"I just published a comprehensive portfolio update on the blog: ✅ Why I sold one stock despite a cheap valuation ✅ Detailed updates on Wise & InPost after their latest results ✅ What to make of Ashtead Technologys high short interest ✅ Three stocks I added to this week Read it here (link below):"
X Link 2025-11-09T13:09Z 10.7K followers, 2821 engagements

"I love the simplicity of this mental model. Some current examples off the top of my head: $DIS $SAM $DEO $EL $DUOL $EDEN $KER $LULU didn't quite make the cut but is also flat over X years or so"
X Link 2025-11-11T21:21Z 10.7K followers, 2243 engagements

"Multiples arent magic. Quite the opposite. Theyre just market cap divided by different layers of the income statement. @BrianFeroldis chart is one of the cleanest ways to learn this 👇🏻"
X Link 2025-11-15T18:16Z 10.7K followers, XXX engagements

"Rochons ResMed purchase may be worth your attention $RMD"
X Link 2025-11-15T22:34Z 10.7K followers, 12.9K engagements

"This is another company Ive never heard about: Royalty Pharma plc $RPRX"
X Link 2025-11-15T23:25Z 10.7K followers, 10K engagements

"Considering these spectacular results by $FUTU and the fact that it now trades at around 17x annualized earnings the market is expecting $FUTU is approaching peak earnings I assume and the cycle may turn eventually"
X Link 2025-11-18T15:09Z 10.7K followers, 1334 engagements

"$NVO back below $XX $WISE back below X $TIGR back below $X $MDNY back to $150-ish"
X Link 2025-11-20T15:42Z 10.7K followers, 2719 engagements

"I very strongly resonate with @Jake___Barfields investment philosophy and so of course I enjoy the podcast below very much. Strong @JohnHuber72 and @mjmauboussin influence is very apparent. I hope I will have Jake on my podcast maybe sometime next year to chat $Inpst $wise and Timee"
X Link 2025-11-24T16:31Z 10.7K followers, 1327 engagements

""Tiger Brokers: Early Innings in a Massive TAM 13x Earnings XX% Revenue Growth""
X Link 2025-11-25T11:48Z 10.7K followers, 2077 engagements

"On Sunday I'm going to sit down with Mike to chat about all things $WISE. I can't wait because he's the most knowledgeable Wise investor I know"
X Link 2025-11-26T16:45Z 10.7K followers, 9928 engagements

"$WISE is trading close to its EV/Sales September 2024 lows. Is $WISE cheap here"
X Link 2025-11-27T19:50Z 10.7K followers, 4098 engagements

"$HFG acquired Factor for $XXX million which represents roughly XX% of HFGs market cap). At the moment of acquisition (2020) Factor was on pace to generate roughly US $XXX million in full-year revenue (roughly XXX% of today's HelloFresh 9M annualized topline)"
X Link 2025-11-30T09:26Z 10.7K followers, 10.9K engagements

"Some companies pay high dividends. Some reinvest everything. But the one thing that actually matters Total return Great breakdown from @honest_math"
X Link 2025-12-01T11:45Z 10.7K followers, 1639 engagements

""Wise Receives Conditional Regulatory Approval to Launch in South Africa Marking Companys First License in Africa" - $WISE"
X Link 2025-12-02T14:52Z 10.7K followers, 4315 engagements

"HelloFresh's net income margin development over the last five years isn't particularly confidence-boosting. $HFG"
X Link 2025-12-03T15:27Z 10.7K followers, 7143 engagements

"Quick update: I've been working hard on my HelloFresh $HFG deep dive but it will only drop next week as my family is coming over this weekend and I'm maybe halfway through right now. It's a fun one"
X Link 2025-12-05T14:33Z 10.7K followers, 2424 engagements

"This is why time in the market beats almost everything. XX% doesnt look spectacular in year X. It looks ridiculous in year 30"
X Link 2025-12-06T15:49Z 10.7K followers, 29.2K engagements

"Some thoughts on the returns HelloFresh earned on the M&A side with a focus on the RTE side: Evaluating the returns HelloFresh has earned on the Factor acquisition is difficult because the Group still reports inconsistent profitability and the RTE segment remains loss-making. Hence a clean ROI calculation is highly speculative at this stage. What we can say however is that the current RTE segment is to a large extent the direct result of the Factor and Youfoodz acquisitions. At the time of the Factor deal the business was projected to generate roughly $100m of 2020 revenue against a $277m"
X Link 2025-12-07T20:28Z 10.7K followers, 1464 engagements

"One of my favorite parts of equity analysis at the moment is digging into what the balance sheet tells you about the business operations"
X Link 2025-12-08T16:44Z 10.7K followers, 1951 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 2024-09-09T19:58Z 10.7K followers, 4923 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 2025-10-09T17:09Z 10.7K followers, 2595 engagements

"As Robert Vinall's Business Owner Fund moved to Axxion we get slightly more insights into his current holdings. Carvana makes up a fifth of the portfolio $CVNA $PRX essentially a bet on $TCEHY is at XXXX% $META comes in at a XX% weight $WIX is a XXX% position. The Norwegian oil company represents roughly X% EDIT: Just realized the Netherlands exposure is Prosus"
X Link 2025-10-19T09:03Z 10.7K followers, 4165 engagements

"Wise reported H1 results today - $WISE Slowing revenue growth may be slightly concerning. EBT down YoY won't excite investors either. Interest income down YoY (as expected). What stood out to me are administrative expenses up 27%. Not sure what exactly is driving this While all of this may look slightly worrying at first glance the key business KPIs are still trending in the right direction. ✅ Active customers increased by XX% 🚀 Customer holdings up XX% ✅ XX% of payments were instant in the latest quarter. ✅ Cross-border volume has grown 24%"
X Link 2025-11-06T09:19Z 10.7K followers, 3116 engagements

"I just published a deep dive on Fever-Tree ✅ Royalty income with near-100% margins. ✅ Distribution leverage via Molson Coors. ✅ A balance sheet full of cash. $FEVR is no longer just a beverage stock its turning into a consumer-IP business with best-in-class economics. Why not adopt a similar model in Europe Celsius-like reach royalty-like margins. $CELH Link below"
X Link 2025-11-07T14:55Z 10.7K followers, 1443 engagements

"Looking for the highest-quality businesses you know in the $500M$10B market cap range that trade at fair or cheap valuations. Looking for ideas that are still small enough to compound meaningfully but already show clear signs of quality. Go 👇🏻"
X Link 2025-11-08T16:38Z 10.7K followers, 17.9K engagements

"Dennis Hong is one of the few high-profile investors I know of that is betting big on $FOUR (tagging @stonkmetal) I also notice the $MNDY add"
X Link 2025-11-15T22:37Z 10.7K followers, 8459 engagements

"The tweet below from $Wise founder Kristo Krmann reminded me of Jeff Bezos' last letter as $AMZN CEO. Let's start with the short thread Krmann shared he wrote: Pay a screenshot is one of the coolest secret features on @wise. Just used it save NZ$225 of card fees and some hassle on a campervan rental. Then double checked that the robot got it right. And two clicks later voil As I wrote abov it reminded me instantly of Jeff Bezos final letter as Amazon CEO specifically the section where he quantifies how much time Amazon saves its customers. Bezos argued that Amazon didnt just lower prices; it"
X Link 2025-11-17T19:20Z 10.7K followers, 16.3K engagements

"Why $WISE Investment thesis according to company material:"
X Link 2025-11-18T21:37Z 10.7K followers, 3407 engagements

"Now that $TIGR released the ER date can everybody chill again I think $TIGR is way too cheap here. Disclaimer: Im long. Bear thesis: peak earnings and"
X Link 2025-11-20T12:41Z 10.7K followers, 2701 engagements

"6) InPost - $INPST"
X Link 2025-11-25T11:48Z 10.7K followers, 2502 engagements

""Trading Below XX Earnings Compounding at XX% One of the Highest-Quality Industrial Models You Can Still Buy Cheap""
X Link 2025-11-25T11:49Z 10.7K followers, 1763 engagements

"9) Wise - $WISE"
X Link 2025-11-25T11:49Z 10.7K followers, 1888 engagements

"I'm taking a look at HelloFresh SE right now and will put together a write-up on the blog. The stock is pretty damn cheap (or cheap-looking) at 0.15x sales but the million-dollar question is whether $HFG's business model is a viable one (if it is the upside is material) or whether it's worth zero"
X Link 2025-11-29T17:00Z 10.7K followers, 5276 engagements

"Just finished recording We ended up talking for around two hours of which maybe XX minutes were recorded. This was a ton of fun () and I'm sure those interested in or following the $WISE thesis will find a lot of value in what Mike shared"
X Link 2025-11-30T20:56Z 10.7K followers, 5389 engagements

"NEW PODCAST EPISODE IS LIVE A deep dive into $Wise stablecoins & the future of cross-border payments with @moneyflowinvest Moat metrics misperceptions uplisting valuation everything. Tune in now (on Spotify Apple Substack -- link below)"
X Link 2025-12-01T15:31Z 10.7K followers, 5164 engagements

"I was reading $TIGR's earning call transcript yesterday. Below you find the key passages that stood out to me (discl.: I'm long): On account growth account quality and geographic expansion: ✅ "We have maintained our strategy of prioritizing user quality and product experience which has further improved our ROI and laid a solid foundation for ongoing profit growth. -- I discussed this in my deep dive; it's part of the investment thesis ✅ As of today we've already achieved our annual guidance of acquiring 150000 newly funded accounts. -- This means they already added at least another 18000"
X Link 2025-12-05T15:08Z 10.7K followers, 2801 engagements

"1500 people listened to my conversation with @moneyflowinvest on $WISE already. That's fantastic. Thanks for tuning in"
X Link 2025-12-08T15:08Z 10.7K followers, 2417 engagements

"The big news today is Todd Combs leaving Berkshire Hathaway for JPMorgan and with that the quiet end of the Ted and Todd era. One of Warren Buffetts two crown-prince investors is walking away from the responsibility (and prestige) of helping manage roughly $XXX billion of Berkshires equity portfolio ($267B as of Q3 + hundreds of billions on cash) to instead run JPMorgans new $XX billion Strategic Investment Group. That looks like a sharp step down in AUM. which immediately raises the uncomfortable question: What really happened inside Berkshire here Officially we can only speculate. But when"
X Link 2025-12-08T15:48Z 10.7K followers, 30.5K engagements

"Decent recovery by $DOO - up close to XX% from the April lows"
X Link 2025-08-25T17:46Z 10.7K followers, XXX engagements

"LVMH is finally back to (at least some) "growth" after many consecutive quarters of revenue declines $LVMH The beginning of the turnaround"
X Link 2025-10-14T15:50Z 10.7K followers, 10.9K engagements

"Today roughly eight years into my investing journey marks the day I started drawing lines on charts . $CSU $NVO $MNDY $AT.L"
X Link 2025-11-21T12:38Z 10.7K followers, 4052 engagements

"Druckenmiller basically admitted what most investors wont: You dont need to be early. You just need to recognize the wave and size up when the world changes"
X Link 2025-11-26T19:00Z 10.7K followers, 289.9K engagements

"What happened to $BMBL over the last three months"
X Link 2025-11-26T19:46Z 10.7K followers, 2219 engagements

"Will $EVO ever recover"
X Link 2025-12-05T11:05Z 10.7K followers, 12.6K engagements

"$TIGR is a founder-led company that operates in an above-average industry posted a XX% revenue CAGR over the last three years (70% YoY growth last quarter) it trades at a single-digit NTM earnings multiple and with XX% net income margins I believe the company has still material operating leverage left in the tank $FUTU has almost 2x those margins. What am I missing I just added a little more. Charts below show $HOOD $SAVE $BULL $ETOR $IBKR and some other peers"
X Link 2025-12-05T15:18Z 10.7K followers, 6800 engagements

"Interactive Brokers revenue over time - $IBKR In the aftermath of the GFC revenue got cut in half as trading volumes cratered and interest income nearly vanished as rates were slashed. A double whammy for a brokerage business. But this couldnt stop its long-term destiny"
X Link 2025-12-06T07:42Z 10.7K followers, 2506 engagements

"Universal Music Group is trading at its lowest EV/EBIT multiple since going public - $UMG Its share price can't gain any momentum (-7% since IPO). Net income doubled (15% CAGR) and revenue is up XX% (11% CAGR) since IPO"
X Link 2025-12-07T19:32Z 10.7K followers, 26.8K engagements

"Adding the final touches to my HelloFresh analysis $HFG. Today Morgan Stanley downgraded HelloFresh and reduced its price target to XXXX from XXXX per share sending the stock down X% at one point. I think the range of outcomes is very wide here but I will say that you don't need heroic assumptions for this to become a homerun from the current market cap (the figures below are 5-year CAGRs). You basically just need the business model to work"
X Link 2025-12-09T17:21Z 10.7K followers, 5459 engagements

"$WISE is experiencing its third -25%+ drawdown since going public. The current selloff seems almost minuscule though next to the -XX% decline in 2024 and the post-IPO -XX% drop"
X Link 2025-12-10T17:15Z 10.7K followers, 6547 engagements

"Fairly big insider purchases at innoscripta AG $1INN today. CEO bought 3M worth of stock and the co-founder around 100k"
X Link 2025-12-11T18:06Z 10.7K followers, 4118 engagements