No More Investing Secrets! (by René Sellmann)

In this episode, I sit down with the mind behind Compound With AI, the French investor who has built the most-followed account at the intersection of artificial intelligence and investing – now past 61,000 subscribers, ahead of even Aswath Damodaran, the “Dean of Valuation.” Wow! We trace his path from finance to becoming a go-to voice on putting AI to work in real investment research, and unpack how he carved out such a distinctive niche.A quick note before you dive in: we recorded this one over video, and at a few points (mainly towards the end) minor connection issues crept in, causing some short cutoffs in the audio. Apologies for the occasional rough patch – the conversation and ideas more than hold up, and I didn’t want a few dropped seconds to keep this one from reaching you.The heart of the conversation is practical. We walk through a typical research day and where AI actually fits, from idea generation to final conviction – which parts of the process he’s fully automated, which are AI-assisted, and which he deliberately keeps manual. He breaks down the tools he’s most proud of, automating corporate filings, and how genuinely accessible all of this has become for non-technical investors. We also get tactical on prompting: what separates a great investing prompt from a mediocre one, etc., etc.We close on the harder questions. Where does AI still fall short for serious investment work – hallucinations, bad sourcing, made-up numbers? Can these models do real second- and third-order thinking, or are they pattern-matching plausible reasoning? If you want to start using AI seriously in your own process, listening to this episode is a must, I believe. 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

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

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

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

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

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