
Nvidia at 8%, Should You Buy ATHs?, FCF + Growth, and a Look at Crocs, Lulu, Adobe & Novo
From No More Investing Secrets! (by René Sellmann) by René Sellmann
August 29, 2025 · 1h 15m
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
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