Forward GuidanceForward GuidanceAlphaSenseAmibrokerBenzingaBeyondSPXBehind the Balance SheetBehind the Balance SheetBloomberg TerminalBehind the Balance SheetBeehiivCapital Employed FMCapital Employed FMBloomberg NewsFoundersFoundersCapital AllocatorsCapital AllocatorsBest Anchor StocksFinPodFinPodRhinoInsightRhinoInsightAsian Dividend StocksAsian Dividend StocksBejaminAIAlluvialAlluvialAtom FinanceBase Hit InvestingCompound & FireAcquiredAcquiredBaFin - Managers' transactions41investments41investmentsAsian Century StocksAsian Century StocksBusiness BreakdownsBusiness BreakdownsEquity MatesEquity MatesBizTocBamSECForward GuidanceForward GuidanceAlphaSenseAmibrokerBenzingaBeyondSPXBehind the Balance SheetBehind the Balance SheetBloomberg TerminalBehind the Balance SheetBeehiivCapital Employed FMCapital Employed FMBloomberg NewsFoundersFoundersCapital AllocatorsCapital AllocatorsBest Anchor StocksFinPodFinPodRhinoInsightRhinoInsightAsian Dividend StocksAsian Dividend StocksBejaminAIAlluvialAlluvialAtom FinanceBase Hit InvestingCompound & FireAcquiredAcquiredBaFin - Managers' transactions41investments41investmentsAsian Century StocksAsian Century StocksBusiness BreakdownsBusiness BreakdownsEquity MatesEquity MatesBizTocBamSECForward GuidanceForward GuidanceAlphaSenseAmibrokerBenzingaBeyondSPXBehind the Balance SheetBehind the Balance SheetBloomberg TerminalBehind the Balance SheetBeehiivCapital Employed FMCapital Employed FMBloomberg NewsFoundersFoundersCapital AllocatorsCapital AllocatorsBest Anchor StocksFinPodFinPodRhinoInsightRhinoInsightAsian Dividend StocksAsian Dividend StocksBejaminAIAlluvialAlluvialAtom FinanceBase Hit InvestingCompound & FireAcquiredAcquiredBaFin - Managers' transactions41investments41investmentsAsian Century StocksAsian Century StocksBusiness BreakdownsBusiness BreakdownsEquity MatesEquity MatesBizTocBamSEC

Rene Sellmann

Substack

Articles

8

Companies covered

7

Sectors

4

Countries

5

Research Articles

Nintendo Q1: The Old Console Just Outgrew the New One!

Aug 6, 2026

Deep Dive: Amadeus IT Group ($AMS)

Jul 30, 2026

Wise Can’t Catch a Break! ... And Remains the Most Misunderstood Company in the Market

Jul 24, 2026

Deep Dive: Workiva ($WK)

Jul 23, 2026

Netflix: Updated Valuation Model after the 50% Drawdown (2026)

Jul 18, 2026

Discussing Wise's Q1 FY27 Results

Jul 17, 2026

First Live Stream

Jul 15, 2026

Deep Dive: Dino Polska ($DNP.WA)

Jul 13, 2026

AmibrokerBaFin - Managers' transactionsRhinoInsightRhinoInsightBehind the Balance SheetBenzingaBest Anchor StocksEquity MatesEquity MatesCapital Employed FMCapital Employed FMBehind the Balance SheetBehind the Balance SheetBloomberg TerminalBizTocBeehiivBeyondSPXAlluvialAlluvialBamSECFresh InvestFresh InvestForward GuidanceForward GuidanceBase Hit InvestingThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetAlphaSenseBejaminAIAtom FinanceCapital CyclistsCapital CyclistsBloomberg NewsFinPodFinPodAlessandro (Macro Strategist)Alessandro (Macro Strategist)Asian Dividend StocksAsian Dividend StocksBusiness BreakdownsBusiness BreakdownsAcquiredAcquiredCompound & FireAmibrokerBaFin - Managers' transactionsRhinoInsightRhinoInsightBehind the Balance SheetBenzingaBest Anchor StocksEquity MatesEquity MatesCapital Employed FMCapital Employed FMBehind the Balance SheetBehind the Balance SheetBloomberg TerminalBizTocBeehiivBeyondSPXAlluvialAlluvialBamSECFresh InvestFresh InvestForward GuidanceForward GuidanceBase Hit InvestingThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetAlphaSenseBejaminAIAtom FinanceCapital CyclistsCapital CyclistsBloomberg NewsFinPodFinPodAlessandro (Macro Strategist)Alessandro (Macro Strategist)Asian Dividend StocksAsian Dividend StocksBusiness BreakdownsBusiness BreakdownsAcquiredAcquiredCompound & FireAmibrokerBaFin - Managers' transactionsRhinoInsightRhinoInsightBehind the Balance SheetBenzingaBest Anchor StocksEquity MatesEquity MatesCapital Employed FMCapital Employed FMBehind the Balance SheetBehind the Balance SheetBloomberg TerminalBizTocBeehiivBeyondSPXAlluvialAlluvialBamSECFresh InvestFresh InvestForward GuidanceForward GuidanceBase Hit InvestingThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetAlphaSenseBejaminAIAtom FinanceCapital CyclistsCapital CyclistsBloomberg NewsFinPodFinPodAlessandro (Macro Strategist)Alessandro (Macro Strategist)Asian Dividend StocksAsian Dividend StocksBusiness BreakdownsBusiness BreakdownsAcquiredAcquiredCompound & Fire