In this episode, we dive into the big questions shaping today’s market – from Nvidia climbing to 8% of the S&P 500 to whether buying at all-time highs is smart or reckless. We break down the timeless debate on market timing, unpack why free cash flow plus growth is such a powerful formula, and take a closer look at stocks like Crocs, Lululemon, Adobe, Novo Nordisk, and many more. Get full access to Compound with René at www.compoundwithrene.com/subscribe
In this episode, we are joined by Niklas – better known as Heavy Moat Investments – a 26-year-old former software developer from Germany who’s carved out a niche in deep, thoughtful equity research. With over 22k followers on X and 9k on Substack, he’s quickly become a go-to voice for long-term investors who care about moats, valuation frameworks, and owning quality.We cover:– How Niklas got into investing and how his thinking evolved– His valuation approach: intrinsic value vs multiples, TSR thinking, and adjusting to business life stages– Portfolio concentration and how he contrasts with investors like Andrew who take 40% positions– Risk appetite in younger generations: why are so many drawn to options, leverage, and momentum?– Unique asset classes (yes, even Bitcoin and CS skins)– Whether it’s possible to inspire others about investing – and why so many just don’t care– What he’s been reading and watching lately Tune in for a wide-ranging and honest conversation with someone who’s combining deep research with a growing audience – and doing it his own way. Get full access to Compound with René at www.compoundwithrene.com/subscribe
In this episode, we cover several major developments in tech and investing. We start by asking: Has Google already lost the AI race? Then we look at Meta’s aggressive AI strategy — including high-profile acquisition attempts and the hiring of former OpenAI executives — and whether it’s time to consider selling the stock. We also revisit The Boston Beer Company and its valuation, wondering if it’s as cheap as it looks. Finally, we reflect on the real challenge of not just finding but holding onto 100-baggers in a volatile market. Get full access to Compound with René at www.compoundwithrene.com/subscribe
Reflecting on Returns, Cash Drag & Wise’s Voting Control Get full access to Compound with René at www.compoundwithrene.com/subscribe
Time to Buy Lululemon AGAIN? Get full access to Compound with René at www.compoundwithrene.com/subscribe
This Is NOT a Normal Market Crash! 5 Investing Truths for the 2025 Market Meltdown ...Podcast music: https://www.epidemicsound.com/track/1Zx0EcEIfC/ https://www.epidemicsound.com/track/gypXg9wfIO/ Get full access to Compound with René at www.compoundwithrene.com/subscribe
Podcast music: https://www.epidemicsound.com/track/1Zx0EcEIfC/ https://www.epidemicsound.com/track/AiARCNujQD/ Get full access to Compound with René at www.compoundwithrene.com/subscribe
Is now the right time to buy Adobe stock? In this video, we dive into Adobe’s latest earnings, growth outlook, and competitive positioning to help investors decide whether ADBE is a buy at current levels. With AI integration, subscription model strength, and consistent cash flow generation, Adobe remains a tech stock worth watching. We’ll also examine key valuation metrics and analyst expectations to determine if the stock is undervalued or overhyped. If you're considering investing in Adobe or looking for strong long-term tech plays, this video offers timely insights. Don't miss our take on whether it’s time to buy Adobe stock now.Podcast music: https://www.epidemicsound.com/track/1Zx0EcEIfC/ Get full access to Compound with René at www.compoundwithrene.com/subscribe
Are You Ready? 24/7 Trading Is Coming – Here’s How to Win on the Nasdaq stock exchange ... Nasdaq’s SHOCKING 24/5 Trading Plan!Podcast music: https://www.epidemicsound.com/track/1Zx0EcEIfC/ Get full access to Compound with René at www.compoundwithrene.com/subscribe
Podcast music: https://www.epidemicsound.com/track/1Zx0EcEIfC/ Get full access to Compound with René at www.compoundwithrene.com/subscribe
Building Your Own Serial Acquirer - Starting at Stage 0 (pt. 3 w/ Andrew Brown)Podcast music: https://www.epidemicsound.com/track/1Zx0EcEIfC/ Get full access to Compound with René at www.compoundwithrene.com/subscribe
Serial Acquirers: Compounding Wealth Through Deals (pt. 2 w/ Andrew Brown)Podcast music: https://www.epidemicsound.com/track/1Zx0EcEIfC/ Get full access to Compound with René at www.compoundwithrene.com/subscribe
Becoming a Better Investor – Our Journey So Far (w/ Andrew Brown)Podcast music: https://www.epidemicsound.com/track/1Zx0EcEIfC/ Get full access to Compound with René at www.compoundwithrene.com/subscribe
Bridgewater's Sobering Market Outlook, Our Cash Positions, and Google & Celsius' Stocks Podcast music: https://www.epidemicsound.com/track/1Zx0EcEIfC/ Get full access to Compound with René at www.compoundwithrene.com/subscribe
A Look at Moncler's Stock: High Fashion, High Returns? Podcast music: https://www.epidemicsound.com/track/1Zx0EcEIfC/ Get full access to Compound with René at www.compoundwithrene.com/subscribe
Celsius Buys Alani Nu: A Match Made in Heaven?Podcast music: https://www.epidemicsound.com/track/1Zx0EcEIfC/ https://www.epidemicsound.com/track/5ul0LfurvG/ Get full access to Compound with René at www.compoundwithrene.com/subscribe
Big Tech’s Spending Spree, Meta's Valuation & A Handy Rule of ThumbPodcast music: https://www.epidemicsound.com/track/1Zx0EcEIfC/ Get full access to Compound with René at www.compoundwithrene.com/subscribe
The GIANT Tesla Illusion!Podcast music: https://www.epidemicsound.com/track/1Zx0EcEIfC/ https://www.epidemicsound.com/track/mDGaljb3KD/ Get full access to Compound with René at www.compoundwithrene.com/subscribe
7 EXTREMELY Beaten-Down Stocks!Podcast music: https://www.epidemicsound.com/track/1Zx0EcEIfC/ https://www.epidemicsound.com/track/lbCBdVlK1c/ Get full access to Compound with René at www.compoundwithrene.com/subscribe
Investing in China & Living a Successful Life! (with Tiho Brkan)Music:https://www.epidemicsound.com/track/1Zx0EcEIfC/ https://www.epidemicsound.com/track/3lZI8tMu00/ Get full access to Compound with René at www.compoundwithrene.com/subscribe