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# ![@ReneSellmann Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::872839233232408576.png) @ReneSellmann Rene Sellmann

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

### Engagements: XXXXXX [#](/creator/twitter::872839233232408576/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::872839233232408576/c:line/m:interactions.svg)

- X Week XXXXXX +100%
- X Month XXXXXXX +193%
- X Months XXXXXXXXX -XX%
- X Year XXXXXXXXX -XX%

### Mentions: XX [#](/creator/twitter::872839233232408576/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::872839233232408576/c:line/m:posts_active.svg)

- X Week XXX +20%
- X Month XXX +37%
- X Months XXX +5.50%
- X Year XXX +16%

### Followers: XXXXX [#](/creator/twitter::872839233232408576/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::872839233232408576/c:line/m:followers.svg)

- X Week XXXXX +0.84%
- X Month XXXXX +2.80%
- X Months XXXXX +22%
- X Year XXXXX +49%

### CreatorRank: XXXXXXX [#](/creator/twitter::872839233232408576/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::872839233232408576/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::872839233232408576/influence)
---

**Social category influence**
[finance](/list/finance)  XXXX% [stocks](/list/stocks)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [technology brands](/list/technology-brands)  XXXX% [fashion brands](/list/fashion-brands)  XXXX% [countries](/list/countries)  XXXX% [currencies](/list/currencies)  XXXX% [luxury brands](/list/luxury-brands)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [social networks](/list/social-networks)  XXXX%

**Social topic influence**
[$wise](/topic/$wise) #3, [stocks](/topic/stocks) #2474, [$ibkr](/topic/$ibkr) #14, [$tigr](/topic/$tigr) #1, [$csu](/topic/$csu) #15, [$goog](/topic/$goog) #147, [rates](/topic/rates) #272, [$pypl](/topic/$pypl) #1926, [longterm](/topic/longterm) #790, [deep dive](/topic/deep-dive) #14

**Top accounts mentioned or mentioned by**
[@tihobrkan](/creator/undefined) [@arneulland](/creator/undefined) [@stonkmetal](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@moneyflowinvest](/creator/undefined) [@kairospraxis](/creator/undefined) [@evfcfaddict](/creator/undefined) [@marcotomasrodr](/creator/undefined) [@vadim940](/creator/undefined) [@madconx](/creator/undefined) [@dwessel35](/creator/undefined) [@r_goln](/creator/undefined) [@european_dgi](/creator/undefined) [@wolfofharcourt](/creator/undefined) [@ccmbrett](/creator/undefined) [@nataninvesting](/creator/undefined) [@jevgenijs](/creator/undefined) [@therealzarie](/creator/undefined) [@mapedd](/creator/undefined) [@vince85623723](/creator/undefined)

**Top assets mentioned**
[Wise (WISE)](/topic/$wise) [Interactive Brokers Group, Inc. (IBKR)](/topic/$ibkr) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Eden (EDEN)](/topic/$eden) [Novo-Nordisk (NVO)](/topic/$nvo) [ABCC Token (AT)](/topic/$at) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Ferrari N.V. (RACE)](/topic/$race) [DLocal Limited Class A Common Shares (DLO)](/topic/$dlo) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Adobe, Inc. (ADBE)](/topic/$adbe) [RealFevr (FEVR)](/topic/$fevr) [monday.com Ltd. Ordinary Shares (MNDY)](/topic/$mndy) [Chipotle Mexican Grill, Inc. (CMG)](/topic/$cmg) [DigitalOcean Holdings, Inc. (DOCN)](/topic/$docn) [Wixlar (WIX)](/topic/$wix) [Paycom Software Inc (PAYC)](/topic/$payc) [Bull Market (BULL)](/topic/$bull) [Spotify Technology (SPOT)](/topic/$spot) [Nike Inc (NKE)](/topic/$nke) [Amer Sports, Inc. (AS)](/topic/$as) [Deckers Outdoor, Corp. (DECK)](/topic/$deck) [Duolingo, Inc. Class A Common Stock (DUOL)](/topic/$duol)
### Top Social Posts [#](/creator/twitter::872839233232408576/posts)
---
Top posts by engagements in the last XX hours

"ROIC being almost a useful metric is one of the major learnings I had in the last 2-3 years. ROIIC is all that matters and the marvelous returns a business earns on incremental investments might not show up for years These X minutes are well worth your time @tsaicapital"  
[X Link](https://x.com/ReneSellmann/status/1979208942078038205) [@ReneSellmann](/creator/x/ReneSellmann) 2025-10-17T15:32Z 9372 followers, 3369 engagements


"If Peter Lynch were investing in Europe today hed probably love InPost $INPST A boring easy-to-understand business counter-positioned to its peers trading at 8x look-through earnings and compounding in value at very attractive rates. Post coming later today (subscribe to the blog to not miss it - link in bio)"  
[X Link](https://x.com/ReneSellmann/status/1979123164165869824) [@ReneSellmann](/creator/x/ReneSellmann) 2025-10-17T09:51Z 9372 followers, 6177 engagements


"Luxury stocks on my watchlist all trading significantly below their 52-week high. $LVMH $RACE $TISG $KER Any stocks I need to add"  
[X Link](https://x.com/ReneSellmann/status/1856375521610797341) [@ReneSellmann](/creator/x/ReneSellmann) 2024-11-12T16:36Z 9367 followers, 4500 engagements


"What are FinTwits favorite stocks right now Id go with $PYPL $ADBE $ASML and $DLO. Im always cautious when a stock is liked by too many / becoming almost a "consensus contrarian bet. Now that I think about it I also notice that $LULU is no longer brought up daily"  
[X Link](https://x.com/ReneSellmann/status/1978548747672907845) [@ReneSellmann](/creator/x/ReneSellmann) 2025-10-15T19:49Z 9372 followers, 3368 engagements


"#8 - Another darling in the serial acquirer community is $TEQ. The stock sold off on the news below"  
[X Link](https://x.com/ReneSellmann/status/1976662446116143441) [@ReneSellmann](/creator/x/ReneSellmann) 2025-10-10T14:53Z 9372 followers, XXX engagements


"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](https://x.com/ReneSellmann/status/1971242945257889974) [@ReneSellmann](/creator/x/ReneSellmann) 2025-09-25T15:58Z 9371 followers, 3340 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](https://x.com/ReneSellmann/status/1971490872828059713) [@ReneSellmann](/creator/x/ReneSellmann) 2025-09-26T08:23Z 9372 followers, 32.7K engagements


"#11 - Imagine the ripple effects if one the the bigger AI dominoes falls 👇🏻 @Peter_Atwater shares a fascinating Bloomberg illustration"  
[X Link](https://x.com/ReneSellmann/status/1976662452382375940) [@ReneSellmann](/creator/x/ReneSellmann) 2025-10-10T14:53Z 9371 followers, XXX engagements


"#9 - Akre Focus Fund reaffirms $CSU conviction "Long-term compounding in publicly traded equities comes with costs - unpleasant drawdowns among them. . We believe that Constellation has shown the ability to navigate many periods of technological innovation""  
[X Link](https://x.com/ReneSellmann/status/1976662448389214612) [@ReneSellmann](/creator/x/ReneSellmann) 2025-10-10T14:53Z 9372 followers, XXX 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](https://x.com/ReneSellmann/status/1976662456899428372) [@ReneSellmann](/creator/x/ReneSellmann) 2025-10-10T14:53Z 9360 followers, XXX 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](https://x.com/ReneSellmann/status/1973330469635891709) [@ReneSellmann](/creator/x/ReneSellmann) 2025-10-01T10:13Z 9360 followers, 1431 engagements


"Publishing my newest deep dive later today. Japan-based small cap. Not obviously cheap but potentially a XX% CAGR setup. And one of the most fascinating business models Ive come across in a while. As always I went deep filings transcripts management incentives working capital mechanics the full picture"  
[X Link](https://x.com/ReneSellmann/status/1975880011597910223) [@ReneSellmann](/creator/x/ReneSellmann) 2025-10-08T11:04Z 9372 followers, 3338 engagements


"Cant wait for earnings season to start again. One more week"  
[X Link](https://x.com/ReneSellmann/status/1975975563157438551) [@ReneSellmann](/creator/x/ReneSellmann) 2025-10-08T17:24Z 9370 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](https://x.com/ReneSellmann/status/1975929412378865740) [@ReneSellmann](/creator/x/ReneSellmann) 2025-10-08T14:20Z 9350 followers, 8621 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](https://x.com/ReneSellmann/status/1939237466176733348) [@ReneSellmann](/creator/x/ReneSellmann) 2025-06-29T08:20Z 9372 followers, 4022 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](https://x.com/ReneSellmann/status/1973806218163728394) [@ReneSellmann](/creator/x/ReneSellmann) 2025-10-02T17:44Z 9373 followers, 1936 engagements


"Here's the Tiger Brokers $TIGR 90-second pitch:"  
[X Link](https://x.com/ReneSellmann/status/1964928817077829824) [@ReneSellmann](/creator/x/ReneSellmann) 2025-09-08T05:48Z 9372 followers, 6520 engagements


"After two years of tightening the global rate cycle is turning. The U.S. EU and Japan are all pivoting toward easing. Here's a quick primer below on how lower interest rates tend to () impact stocks 👇"  
[X Link](https://x.com/ReneSellmann/status/1978510977885995126) [@ReneSellmann](/creator/x/ReneSellmann) 2025-10-15T17:19Z 9373 followers, 1322 engagements


"If you own any Japanese equities how do you think about the currency risk"  
[X Link](https://x.com/ReneSellmann/status/1978147742406082649) [@ReneSellmann](/creator/x/ReneSellmann) 2025-10-14T17:15Z 9351 followers, 1527 engagements


"A boring Polish delivery company Thats what most investors think. But InPosts economics look more like a platform than a courier - $INPST My new deep dive breaks down how this unsexy business could be a 30%+ CAGR machine hiding in plain sight (link below)"  
[X Link](https://x.com/ReneSellmann/status/1979177469396525061) [@ReneSellmann](/creator/x/ReneSellmann) 2025-10-17T13:27Z 9372 followers, 5243 engagements


"Btw: When I see X% revenue growth Im really seeing a decline in real terms. $lvmh"  
[X Link](https://x.com/ReneSellmann/status/1978145980747813357) [@ReneSellmann](/creator/x/ReneSellmann) 2025-10-14T17:08Z 9352 followers, 2418 engagements


"7 Stocks Trading Near Their 52-Week Low: 1) Heineken Holding $HEIO Market Cap: $21.5B Revenue growth (3-year CAGR): XXX% LTM P/E: 36.5x"  
[X Link](https://x.com/ReneSellmann/status/1835314818154209341) [@ReneSellmann](/creator/x/ReneSellmann) 2024-09-15T13:48Z 9350 followers, 15.2K engagements


"I compared $NVO to $WISE in todays post👇🏻 Thoughts (Im on my phone right now and cant fix that damn grammar mistake I just spotted)"  
[X Link](https://x.com/ReneSellmann/status/1952759382942388546) [@ReneSellmann](/creator/x/ReneSellmann) 2025-08-05T15:51Z 9366 followers, 4128 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](https://x.com/ReneSellmann/status/1977296646234108408) [@ReneSellmann](/creator/x/ReneSellmann) 2025-10-12T08:53Z 9372 followers, 10.8K 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](https://x.com/ReneSellmann/status/1971267015307559329) [@ReneSellmann](/creator/x/ReneSellmann) 2025-09-25T17:34Z 9361 followers, 2689 engagements


"You have to experience this firsthand to understand why you'd never want to use non-immediate transfers again $WISE"  
[X Link](https://x.com/ReneSellmann/status/1970155150225678579) [@ReneSellmann](/creator/x/ReneSellmann) 2025-09-22T15:56Z 9360 followers, 1212 engagements


"2- Seems like no one is "safe" in the luxury space right now. @TihoBrkan recently brought Brunello Cucinelli to my attention (I must admit I didn't know the brand) and the prices are ridiculous (I mean that in a positive sense) $BC.MI Down -XX% today"  
[X Link](https://x.com/ReneSellmann/status/1971305125412303059) [@ReneSellmann](/creator/x/ReneSellmann) 2025-09-25T20:05Z 9368 followers, XXX engagements


"Hot take: I'd rather buy OpenAI at a $500B valuation than $GOOG at a $X trillion valuation. Agree or disagree"  
[X Link](https://x.com/ReneSellmann/status/1975560909843288439) [@ReneSellmann](/creator/x/ReneSellmann) 2025-10-07T13:56Z 9353 followers, 5066 engagements


"Is PayPal the ultimate value trap On the surface the numbers are enticing trading at just around 12x free cash flow and 11x EBIT it screens as too cheap to ignore. But payments is one of the most brutally competitive industries where being the lowest-cost provider often determines who wins in the long run and $PYPL clearly isnt that it's not in the company's DNA. 1/2"  
[X Link](https://x.com/ReneSellmann/status/1973330452984504599) [@ReneSellmann](/creator/x/ReneSellmann) 2025-10-01T10:13Z 9360 followers, 4008 engagements


"#12 - Is Topicus $TOI.V the better bet than $CSU"  
[X Link](https://x.com/ReneSellmann/status/1976662454575997121) [@ReneSellmann](/creator/x/ReneSellmann) 2025-10-10T14:53Z 9371 followers, 1921 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](https://x.com/ReneSellmann/status/1976662463228633338) [@ReneSellmann](/creator/x/ReneSellmann) 2025-10-10T14:53Z 9371 followers, XXX engagements


"#17 - Fever-Tree $FEVR pitch by Bonsai Partners"  
[X Link](https://x.com/ReneSellmann/status/1976662465330204966) [@ReneSellmann](/creator/x/ReneSellmann) 2025-10-10T14:53Z 9369 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](https://x.com/ReneSellmann/status/1971923878302961830) [@ReneSellmann](/creator/x/ReneSellmann) 2025-09-27T13:04Z 9368 followers, 2072 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](https://x.com/ReneSellmann/status/1808168236862558312) [@ReneSellmann](/creator/x/ReneSellmann) 2024-07-02T15:57Z 9371 followers, 138.8K 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](https://x.com/ReneSellmann/status/1979215546689241502) [@ReneSellmann](/creator/x/ReneSellmann) 2025-10-17T15:58Z 9372 followers, XXX engagements


"As the chart above shows risk falls sharply at first . . but by the time you own XX names youve already removed more than XX% of the diversifiable risk. Adding another XXX or even 1000 stocks barely moves the needle"  
[X Link](https://x.com/ReneSellmann/status/1979204727683584150) [@ReneSellmann](/creator/x/ReneSellmann) 2025-10-17T15:15Z 9372 followers, XX engagements


"$Wise apologizing for legacy banks (lol)"  
[X Link](https://x.com/ReneSellmann/status/1975533828392558905) [@ReneSellmann](/creator/x/ReneSellmann) 2025-10-07T12:09Z 9360 followers, 1515 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](https://x.com/ReneSellmann/status/1964631556032749830) [@ReneSellmann](/creator/x/ReneSellmann) 2025-09-07T10:07Z 9372 followers, 7698 engagements


"Does the MSCI World still deserve to be called World index when XX% of it is just the U.S. (as of Sept 30)"  
[X Link](https://x.com/ReneSellmann/status/1978555605943210273) [@ReneSellmann](/creator/x/ReneSellmann) 2025-10-15T20:16Z 9372 followers, 2378 engagements


"What most people miss too is that theres a hidden cost to owning too much. Beyond a certain point diversification starts to dilute your best ideas your ability to monitor them and ultimately your returns"  
[X Link](https://x.com/ReneSellmann/status/1979204739486331028) [@ReneSellmann](/creator/x/ReneSellmann) 2025-10-17T15:15Z 9372 followers, XXX engagements


"Link: Also available on Spotify and Apple Podcasts"  
[X Link](https://x.com/ReneSellmann/status/1974028202558251294) [@ReneSellmann](/creator/x/ReneSellmann) 2025-10-03T08:26Z 9351 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](https://x.com/ReneSellmann/status/1973387188294525237) [@ReneSellmann](/creator/x/ReneSellmann) 2025-10-01T13:59Z 9372 followers, 1911 engagements


"Just thinking out loud: The ultimate nod of approval for $WISE would be if at some distant point in the future Revolut implements Wise's cross-border payments infrastructure via Wise Platform"  
[X Link](https://x.com/ReneSellmann/status/1977298362157191446) [@ReneSellmann](/creator/x/ReneSellmann) 2025-10-12T09:00Z 9371 followers, 2544 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](https://x.com/ReneSellmann/status/1976334305220833485) [@ReneSellmann](/creator/x/ReneSellmann) 2025-10-09T17:09Z 9371 followers, 2213 engagements


""We share Wises scepticism." $WISE #Stablecoins"  
[X Link](https://x.com/ReneSellmann/status/1977299436935012815) [@ReneSellmann](/creator/x/ReneSellmann) 2025-10-12T09:04Z 9371 followers, 4778 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](https://x.com/ReneSellmann/status/1973483971833983250) [@ReneSellmann](/creator/x/ReneSellmann) 2025-10-01T20:23Z 9351 followers, 2810 engagements


"Most investors overestimate how much diversification they ACTUALLY need The first XX to XX stocks in a portfolio do almost all the heavy lifting in reducing unsystematic risk the company-specific stuff that diversification can eliminate. 1/4 - short 🧵"  
[X Link](https://x.com/ReneSellmann/status/1979204715503399242) [@ReneSellmann](/creator/x/ReneSellmann) 2025-10-17T15:15Z 9372 followers, 1068 engagements


"Wise is still so underfollowed that this $Wise - $Goog partnership news didnt make it to my timeline"  
[X Link](https://x.com/ReneSellmann/status/1955380735012901133) [@ReneSellmann](/creator/x/ReneSellmann) 2025-08-12T21:27Z 9372 followers, 20.7K engagements


"@TeilzeitInvesto Thanks for sharing @stonkmetal and I believe Edenred is the better lower risk bet here. It makes sense to look into both anyway :)"  
[X Link](https://x.com/ReneSellmann/status/1973639784506507699) [@ReneSellmann](/creator/x/ReneSellmann) 2025-10-02T06:42Z 9354 followers, XXX 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](https://x.com/ReneSellmann/status/1972615530008949193) [@ReneSellmann](/creator/x/ReneSellmann) 2025-09-29T10:52Z 9351 followers, 2864 engagements


"Ultimately OpenAI will be an ad company (+ some licensing)"  
[X Link](https://x.com/ReneSellmann/status/1979205134040047810) [@ReneSellmann](/creator/x/ReneSellmann) 2025-10-17T15:17Z 9373 followers, 1286 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](https://x.com/ReneSellmann/status/1976339287961665635) [@ReneSellmann](/creator/x/ReneSellmann) 2025-10-09T17:29Z 9372 followers, 4601 engagements


"Stock ownership in Europe is still surprisingly low in many major economies. Only XX% of German and XX% of UK household financial assets are in equities compared to over XX% in Estonia. Why do you think some countries embrace equity investing so much more than others 🤔"  
[X Link](https://x.com/ReneSellmann/status/1978525040632303730) [@ReneSellmann](/creator/x/ReneSellmann) 2025-10-15T18:15Z 9372 followers, 10.7K engagements


"$IBKR ✅ Customer accounts increased XX% to XXXX million. ✅ Customer equity increased XX% to $XXXXX billion. ✅ Total DARTs3 increased XX% to XXXX million. ✅ Customer credits increased XX% to $XXXXX billion. ✅ Customer margin loans increased XX% to $XXXX billion"  
[X Link](https://x.com/ReneSellmann/status/1978921917793894911) [@ReneSellmann](/creator/x/ReneSellmann) 2025-10-16T20:32Z 9372 followers, 3128 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](https://x.com/ReneSellmann/status/1963989922479472975) [@ReneSellmann](/creator/x/ReneSellmann) 2025-09-05T15:37Z 9371 followers, 4101 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](https://x.com/ReneSellmann/status/1977079864198086993) [@ReneSellmann](/creator/x/ReneSellmann) 2025-10-11T18:32Z 9349 followers, 3567 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](https://x.com/ReneSellmann/status/1977127168820891864) [@ReneSellmann](/creator/x/ReneSellmann) 2025-10-11T21:40Z 9361 followers, 26.6K engagements


"1 - Some food for thought for Teqnion investors $TEQ.ST $TEQ"  
[X Link](https://x.com/ReneSellmann/status/1971305123268919714) [@ReneSellmann](/creator/x/ReneSellmann) 2025-09-25T20:05Z 9368 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](https://x.com/ReneSellmann/status/1974028200456888345) [@ReneSellmann](/creator/x/ReneSellmann) 2025-10-03T08:26Z 9367 followers, 2400 engagements


"The @stripe news from today is a good way to test your conviction as a $Wise shareholder. If this shakes your conviction I think you need to do more work. @moneyflowinvest"  
[X Link](https://x.com/ReneSellmann/status/1973409769173008562) [@ReneSellmann](/creator/x/ReneSellmann) 2025-10-01T15:28Z 9360 followers, 5064 engagements


"Wise is about to hit its IPO price once again - $WISE"  
[X Link](https://x.com/ReneSellmann/status/1973757361174221039) [@ReneSellmann](/creator/x/ReneSellmann) 2025-10-02T14:30Z 9371 followers, 2208 engagements


"@stonkmetal is going to be mad at us for our amateur-ish snap judgment take on $ADYEN"  
[X Link](https://x.com/ReneSellmann/status/1974028490555936963) [@ReneSellmann](/creator/x/ReneSellmann) 2025-10-03T08:27Z 9370 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](https://x.com/ReneSellmann/status/1978147343020261722) [@ReneSellmann](/creator/x/ReneSellmann) 2025-10-14T17:14Z 9362 followers, 3383 engagements


"The sky is the limit for $IBKR "Pretax profit margin for the current quarter was 79%"  
[X Link](https://x.com/ReneSellmann/status/1978921348555587700) [@ReneSellmann](/creator/x/ReneSellmann) 2025-10-16T20:29Z 9372 followers, 5662 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](https://x.com/ReneSellmann/status/1978208250135765366) [@ReneSellmann](/creator/x/ReneSellmann) 2025-10-14T21:16Z 9353 followers, 3373 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](https://x.com/ReneSellmann/status/1975556467064193073) [@ReneSellmann](/creator/x/ReneSellmann) 2025-10-07T13:39Z 9372 followers, XXX engagements


"Read it here:"  
[X Link](https://x.com/ReneSellmann/status/1979177471896371703) [@ReneSellmann](/creator/x/ReneSellmann) 2025-10-17T13:27Z 9372 followers, XXX engagements


"Constellation Software $CSU is experiencing one of its biggest drawdowns ever pretty much only surpassed by the Jan 2019 XX% decline"  
[X Link](https://x.com/ReneSellmann/status/1971263313620369655) [@ReneSellmann](/creator/x/ReneSellmann) 2025-09-25T17:19Z 9372 followers, 8875 engagements


"#15 - @moneyflowinvest do you have a view on this $V news $WISE"  
[X Link](https://x.com/ReneSellmann/status/1976662460884275340) [@ReneSellmann](/creator/x/ReneSellmann) 2025-10-10T14:53Z 9372 followers, XXX 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](https://x.com/ReneSellmann/status/1973482098880287224) [@ReneSellmann](/creator/x/ReneSellmann) 2025-10-01T20:16Z 9371 followers, 4967 engagements


"Market risk the portion you cant diversify away becomes the dominant driver of performance and at that stage you might as well own the index. True diversification isnt about owning everything; its about owning enough of the right things"  
[X Link](https://x.com/ReneSellmann/status/1979204751293321721) [@ReneSellmann](/creator/x/ReneSellmann) 2025-10-17T15:15Z 9372 followers, XXX engagements


"#14 - Great find by @DeepValueStonks "though Warren Buffett is brilliant and he is different from everybody else there is something more to it because he does have a way of making the difficult look easy and he also has a hard time under-standing or perhaps even admitting how hard he works.""  
[X Link](https://x.com/ReneSellmann/status/1976662458820337891) [@ReneSellmann](/creator/x/ReneSellmann) 2025-10-10T14:53Z 9360 followers, XXX 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](https://x.com/ReneSellmann/status/1975663015149330730) [@ReneSellmann](/creator/x/ReneSellmann) 2025-10-07T20:42Z 9351 followers, 2264 engagements


"This is me just 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). 1/2"  
[X Link](https://x.com/ReneSellmann/status/1975564506073063821) [@ReneSellmann](/creator/x/ReneSellmann) 2025-10-07T14:10Z 9351 followers, 3260 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](https://x.com/ReneSellmann/status/1978031106017640760) [@ReneSellmann](/creator/x/ReneSellmann) 2025-10-14T09:32Z 9351 followers, 2100 engagements


"@KairosPraxis Yes I feel the same way. Why should IBKR not get to XX million accounts and eventually XX million I actually trimmed $IBKR slightly the other day to buy a seemingly cheaper brokerage business. Lets see if Ill regret it"  
[X Link](https://x.com/ReneSellmann/status/1978922665030127676) [@ReneSellmann](/creator/x/ReneSellmann) 2025-10-16T20:35Z 9368 followers, XXX engagements