Valuation, Bitcoin, and the European Edge – A Conversation with Heavy Moat Investments
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 Quality Investing with René Sellmann at www.compoundwithrene.com/subscribe
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1:41:38
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1:41:38
Meta's AI Acquisition Spree, Google in AI, Boston Beer’s Valuation, and 100-Bagger Lessons
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 Quality Investing with René Sellmann at www.compoundwithrene.com/subscribe
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1:18:39
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1:18:39
Reflecting on Returns, Cash Drag & Wise’s Voting Control
Reflecting on Returns, Cash Drag & Wise’s Voting Control Get full access to Quality Investing with René Sellmann at www.compoundwithrene.com/subscribe
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1:10:20
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1:10:20
Time to Buy Lululemon AGAIN?
Time to Buy Lululemon AGAIN? Get full access to Quality Investing with René Sellmann at www.compoundwithrene.com/subscribe
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10:43
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10:43
This Is NOT a Normal Market Crash! 5 Investing Truths for the 2025 Market Meltdown
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 Quality Investing with René Sellmann at www.compoundwithrene.com/subscribe
No More Investing Secrets! Investing with René Sellmann - Learn how to invest successfully and intelligently by investing in high-quality stocks. www.compoundwithrene.com
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