Nvidia at 8%, Should You Buy ATHs?, FCF + Growth, and a Look at Crocs, Lulu, Adobe & Novo
About this episode
The episode discusses Nvidia's market share, the implications of buying at all-time highs, and evaluates several stocks including Crocs and Lululemon.
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
People in this episode
Host: René Sellmann
Topics covered
- market analysis
- Nvidia
- investing strategies
- free cash flow
- stock evaluation
- all-time highs
Keywords
- Nvidia
- S&P 500
- investing
- free cash flow
- stock market
- Lululemon
- Adobe
- Novo Nordisk
Mentioned in this episode
Organizations: Nvidia, S&P 500, Crocs, Lululemon, Adobe, Novo Nordisk
More episodes of No More Investing Secrets! (by René Sellmann)
- Will AI Make Markets Less Efficient?
- From Tangibles to Intangibles: The Shifting Landscape of Net Working Capital (with Heavy Moat Investments)
- SaaSMageddon, CSU, Almost Buying Wise & His "Passion Stock" – A Chat with Andrew Brown
- InPost: More Than Lockers – The Rails of European E-Commerce
- 2025 Reflections, AI vs Software, VMS Moats, Portfolio Reshuffling & 2026 Predictions (with Heavy Moat Investments)
- Wise in 2026: Uplisting, Stablecoins, and the Next Phase of Cross-Border Payments
Explore listener stats, chart rankings, contacts and more on the No More Investing Secrets! (by René Sellmann) podcast page.