4K+
free subscribers

Compound with René

About the Substack

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.

Free Subscription Benefits

  • Occasional free posts

Paid Subcription Benefits

  • Highly (!) in-depth analyses of the world’s best businesses – Uncover unique investment opportunities! + Access to all previously published content
  • Company updates; Powerful valuation spreadsheets, frameworks, and processes; Regular Portfolio Updates (insights into my investing decisions)
  • Access to exclusive WhatsApp community and to René himself – Engage in daily discussions across several (!) tailored subgroups & network with like-minded individuals!

Paid Subscription Plans

  • €299 a year
  • €79 a month

About René Sellmann

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.

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