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• Compound with René

  Value buyer and growth holder. Global equity research for ambitious investors who love businesses. Obsessed with quality & disciplined valuation. Process- & data-driven. No hype, just deep analytical work for the patient minority. 10y+ in equities.

  13 posts · theirs

Lately

• Declaring War on the Algorithm!

  Compound with René · 2026-08-21

• Unorthodox Ideas From 13-F Season: Pinduoduo

  Compound with René · 2026-08-20

• Half a Lost Decade Stocks

  Compound with René · 2026-08-19

• Unorthodox Ideas From 13-F Season: Ashland

  Compound with René · 2026-08-18

• A Chat with Compounding Quality: Building a 1M+ Community & Aiming for $1/Minute Free Cash Flow

  Compound with René · 2026-08-17

• Deep Dive: Reddit ($RDDT) – Part 4

  Compound with René · 2026-08-14

• Deep Dive: Reddit ($RDDT) – Part 3

  Compound with René · 2026-08-13

• Deep Dive: Reddit ($RDDT) – Part 2

  Compound with René · 2026-08-12

• Unlocking Japan: Deep Value, Activism, and the $300M Opportunity w/ Jamie Halse

  Compound with René · 2026-08-11

• Slide Deck Preview: Amadeus IT Group

  Compound with René · 2026-08-10

• Deep Dive: Reddit ($RDDT) – Part 1

  Compound with René · 2026-08-09

• 3 Global Quality Companies

  Compound with René · 2026-08-08

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