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[@ReneSellmann](/creator/twitter/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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::872839233232408576.png) [@ReneSellmann](/creator/x/ReneSellmann) on [X](/post/tweet/1856375521610797341) 2024-11-12 16:36:28 UTC 8514 followers, 4394 engagements


"Hermes $RMS has surpassed $LVMH in terms of market cap"  
![@ReneSellmann Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::872839233232408576.png) [@ReneSellmann](/creator/x/ReneSellmann) on [X](/post/tweet/1939936907175059614) 2025-07-01 06:39:35 UTC 8520 followers, 2481 engagements


"Going deep on $LVMH (this will be an exclusive piece for paying subscribers)"  
![@ReneSellmann Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::872839233232408576.png) [@ReneSellmann](/creator/x/ReneSellmann) on [X](/post/tweet/1939966768367185956) 2025-07-01 08:38:15 UTC 8520 followers, 5254 engagements


"3. Eventim AG $EVD Market cap: $8.34B Revenue CAGR (2020-2023): XXXXXX% (be aware this is based on depressed Covid comps) ROIC (2023): XXXXX% CTS Eventim AG operates in the leisure events market. It operates in two segments Ticketing and Live Entertainment. The Ticketing segment produces sells brokers distributes and markets tickets for concerts theatre etc. The Live Entertainment segment plans prepares and executes tours and events"  
![@ReneSellmann Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::872839233232408576.png) [@ReneSellmann](/creator/x/ReneSellmann) on [X](/post/tweet/1825155050643104051) 2024-08-18 12:57:28 UTC 8508 followers, 8921 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](https://lunarcrush.com/gi/w:16/cr:twitter::872839233232408576.png) [@ReneSellmann](/creator/x/ReneSellmann) on [X](/post/tweet/1946860847650705776) 2025-07-20 09:12:51 UTC 8506 followers, XXX engagements


"Heres why Paycom Software $PAYC is an above-average business that is currently trading for a below-market multiple"  
![@ReneSellmann Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::872839233232408576.png) [@ReneSellmann](/creator/x/ReneSellmann) on [X](/post/tweet/1808888728384892938) 2024-07-04 15:40:55 UTC 8514 followers, 44.2K engagements


"10 stocks from my watchlist that are trading materially below their 52-week highs: X $CELH -XX% X $EL -XX% X $DOO -XX% X $XXX -XX% X $DG -XX% X $KER -XX% X $MU -XX% X $EVO -44.6& X $BOREO -XX% 🔟 $ASML -XX% Bonus picks: $PUIG - XXXX% $MEDP -XX% Which ones do you like here The ones I'd be most interested in are $MEDP $EVO (I already own a little bit) and $CELH and $ASML at the right price (not there yet for me). I need to learn more about $BOREO - it's only on my list because someone else suggested it to be a good serial acquirer. Is now a good time to study the name"  
![@ReneSellmann Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::872839233232408576.png) [@ReneSellmann](/creator/x/ReneSellmann) on [X](/post/tweet/1906730101867241883) 2025-03-31 15:27:36 UTC 8517 followers, 2830 engagements


"Edenred: ❌ The Italian government is investigating Edenred for fraud. ❌ The Brazilian government wants to cut it out of meal vouchers. So why am I bullish Because the market priced in a meltdown (the stock trades at 9.3x FCF) - and missed the setup. ✅ XX% of revenue tied to regulation ✅ Misunderstood float engine ✅ 2.8x return potential on conservative assumptions I wrote a 21000 deep dive on the stock in which I go really deep and share why this setup is far better than the broader market realizes. $EDEN $EDEN.PA $PLX.PA"  
![@ReneSellmann Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::872839233232408576.png) [@ReneSellmann](/creator/x/ReneSellmann) on [X](/post/tweet/1938589414982099181) 2025-06-27 13:25:08 UTC 8514 followers, 4610 engagements


"The stablecoin disruption risk is overstated. Change my mind"  
![@ReneSellmann Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::872839233232408576.png) [@ReneSellmann](/creator/x/ReneSellmann) on [X](/post/tweet/1946858940974629340) 2025-07-20 09:05:17 UTC 8511 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](https://lunarcrush.com/gi/w:16/cr:twitter::872839233232408576.png) [@ReneSellmann](/creator/x/ReneSellmann) on [X](/post/tweet/1939257882178208079) 2025-06-29 09:41:23 UTC 8519 followers, 1717 engagements


"@RahulSetty_ @CCM_Ryan Because competitors cannot profitably offer the same price speed and transparency"  
![@ReneSellmann Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::872839233232408576.png) [@ReneSellmann](/creator/x/ReneSellmann) on [X](/post/tweet/1946305418990387539) 2025-07-18 20:25:47 UTC 8514 followers, XXX 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](https://lunarcrush.com/gi/w:16/cr:twitter::872839233232408576.png) [@ReneSellmann](/creator/x/ReneSellmann) on [X](/post/tweet/1947942233464049956) 2025-07-23 08:49:54 UTC 8520 followers, XXX 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](https://lunarcrush.com/gi/w:16/cr:twitter::872839233232408576.png) [@ReneSellmann](/creator/x/ReneSellmann) on [X](/post/tweet/1945396253526745220) 2025-07-16 08:13:05 UTC 8520 followers, 1037 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](https://lunarcrush.com/gi/w:16/cr:twitter::872839233232408576.png) [@ReneSellmann](/creator/x/ReneSellmann) on [X](/post/tweet/1939362819008573669) 2025-06-29 16:38:22 UTC 8508 followers, 1819 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](https://lunarcrush.com/gi/w:16/cr:twitter::872839233232408576.png) [@ReneSellmann](/creator/x/ReneSellmann) on [X](/post/tweet/1808168236862558312) 2024-07-02 15:57:56 UTC 8506 followers, 138.6K engagements


"It feels like the luxury sector is almost as hated as the alcoholic beverage sector. I found this question quite interesting: How will the "increased pressure on demand in the sector . play our across brands" $MONC $MC $LVMH $CPRI $TPR $BRBY"  
![@ReneSellmann Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::872839233232408576.png) [@ReneSellmann](/creator/x/ReneSellmann) on [X](/post/tweet/1938594355159134306) 2025-06-27 13:44:46 UTC 8502 followers, 1566 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](https://lunarcrush.com/gi/w:16/cr:twitter::872839233232408576.png) [@ReneSellmann](/creator/x/ReneSellmann) on [X](/post/tweet/1939237466176733348) 2025-06-29 08:20:15 UTC 8520 followers, 3100 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](https://lunarcrush.com/gi/w:16/cr:twitter::872839233232408576.png) [@ReneSellmann](/creator/x/ReneSellmann) on [X](/post/tweet/1946861928371937597) 2025-07-20 09:17:09 UTC 8520 followers, 1966 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](https://lunarcrush.com/gi/w:16/cr:twitter::872839233232408576.png) [@ReneSellmann](/creator/x/ReneSellmann) on [X](/post/tweet/1945392758492946773) 2025-07-16 07:59:11 UTC 8520 followers, 25.4K engagements


"Evolution Gaming $EVO $EVO.ST dropped XX% at one point after Q1. Growth stalled. Margins compressed. So is the thesis broken Whats priced in What now I ran a full deep-dive: KPI dashboard for tracking Reverse valuation math Regulated vs unregulated revenue analysis Read more on the blog"  
![@ReneSellmann Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::872839233232408576.png) [@ReneSellmann](/creator/x/ReneSellmann) on [X](/post/tweet/1918662437181526141) 2025-05-03 13:42:26 UTC 8520 followers, 5431 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](https://lunarcrush.com/gi/w:16/cr:twitter::872839233232408576.png) [@ReneSellmann](/creator/x/ReneSellmann) on [X](/post/tweet/1945212145626407294) 2025-07-15 20:01:30 UTC 8520 followers, 3499 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](https://lunarcrush.com/gi/w:16/cr:twitter::872839233232408576.png) [@ReneSellmann](/creator/x/ReneSellmann) on [X](/post/tweet/1945774049595982188) 2025-07-17 09:14:18 UTC 8514 followers, 1260 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](https://lunarcrush.com/gi/w:16/cr:twitter::872839233232408576.png) [@ReneSellmann](/creator/x/ReneSellmann) on [X](/post/tweet/1946131961799483622) 2025-07-18 08:56:31 UTC 8520 followers, 1569 engagements