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[@ReneSellmann](/creator/twitter/ReneSellmann)
"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 8524 followers, 2887 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 8523 followers, 5985 engagements


"@safe_our_souls Hehe. And just in case you were wondering what the heck I was talking about:"  
![@ReneSellmann Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::872839233232408576.png) [@ReneSellmann](/creator/x/ReneSellmann) on [X](/post/tweet/1948718381022011716) 2025-07-25 12:14:02 UTC 8527 followers, XX 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](https://lunarcrush.com/gi/w:16/cr:twitter::872839233232408576.png) [@ReneSellmann](/creator/x/ReneSellmann) on [X](/post/tweet/1942234135348518970) 2025-07-07 14:47:57 UTC 8523 followers, 1043 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 8518 followers, 8923 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](https://lunarcrush.com/gi/w:16/cr:twitter::872839233232408576.png) [@ReneSellmann](/creator/x/ReneSellmann) on [X](/post/tweet/1948420674373976331) 2025-07-24 16:31:03 UTC 8527 followers, 1696 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 8518 followers, 2831 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 8519 followers, 4688 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 8525 followers, 1778 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 8518 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 8527 followers, 1445 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 8526 followers, 1101 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 8520 followers, 1827 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 8520 followers, 138.6K engagements


"2. Dino Polska S.A. $DNP Market cap: $8.65B Revenue CAGR (2020-2023): XXXXX% ROIC (2023): XXXXX% Dino Polska S.A. operates a chain of mid-sized grocery supermarkets under the Dino name in Poland"  
![@ReneSellmann Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::872839233232408576.png) [@ReneSellmann](/creator/x/ReneSellmann) on [X](/post/tweet/1825154856778145950) 2024-08-18 12:56:42 UTC 8518 followers, 4926 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, 3156 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 8526 followers, 2123 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 8523 followers, 25.5K engagements


"@TUunopuro Agreed. Got to keep it simple though. I was having the listing in mind"  
![@ReneSellmann Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::872839233232408576.png) [@ReneSellmann](/creator/x/ReneSellmann) on [X](/post/tweet/1948724133161840727) 2025-07-25 12:36:53 UTC 8527 followers, XX 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](https://lunarcrush.com/gi/w:16/cr:twitter::872839233232408576.png) [@ReneSellmann](/creator/x/ReneSellmann) on [X](/post/tweet/1948710666992312673) 2025-07-25 11:43:22 UTC 8527 followers, XXX 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 8516 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 8526 followers, 3610 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](https://lunarcrush.com/gi/w:16/cr:twitter::872839233232408576.png) [@ReneSellmann](/creator/x/ReneSellmann) on [X](/post/tweet/1884502399743840587) 2025-01-29 07:22:39 UTC 8520 followers, 6663 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 8519 followers, 1269 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 8521 followers, 1651 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](https://lunarcrush.com/gi/w:16/cr:twitter::872839233232408576.png) [@ReneSellmann](/creator/x/ReneSellmann) on [X](/post/tweet/1948042783098302467) 2025-07-23 15:29:27 UTC 8526 followers, 1131 engagements