Author
@ReneSellmann ReneSellmann
grade Bx.com/ReneSellmann ↗
Process-obsessed long-only quality-compounder analyst with deep conviction in under-followed fintech
Publishes long-form fundamental theses and investing framewo
trader score
+1.00
hit rate
50%
mean α
+0.94%
signals 14d
93
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Across their last 20 scored bets: 50% hit rate, +0.94% mean alpha, trader score +1.00. Their last-14d mentions, direction-adjusted, have moved +0.2% since posting (mean over 50 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @ReneSellmann | · | Frames the current regime as one where value investing can simultaneously appear dead and remain valid. | · | tweet ↗ |
| 2026-08-28 | · | @ReneSellmann | · | Quotes Greenlight Capital calling U.S. equities historically expensive. | · | tweet ↗ |
| 2026-08-27 | · | @ReneSellmann | · | Argues waiting for perfect conditions causes investors to miss long-term gains. | · | tweet ↗ |
| 2026-08-27 | · | @ReneSellmann | · | Warns that many software companies remain troubled despite rapidly shifting narratives. | · | tweet ↗ |
| 2026-08-27 | · | @ReneSellmann | · | Argues value investing still works but price-value gaps may take longer to close in modern markets. | · | tweet ↗ |
| 2026-08-27 | · | @ReneSellmann | · | Frames long holding periods as a durable market edge over faster trading. | · | tweet ↗ |
| 2026-08-27 | · | @ReneSellmann | · | Claims extending investment horizons creates an exploitable time-arbitrage edge. | · | tweet ↗ |
| 2026-08-27 | · | @ReneSellmann | · | Explains that emotional, career and benchmarking constraints preserve the long-horizon edge. | · | tweet ↗ |
| 2026-08-27 | · | @ReneSellmann | · | Cites a chart of 1973 valuation levels compatible with a 7% CAGR over 46 years. | · | tweet ↗ |
| 2026-08-27 | · | @ReneSellmann | · | Argues high valuation multiples can be cheap when durable earnings growth persists for a decade. | · | tweet ↗ |
| 2026-08-27 | · | @ReneSellmann | · | Models expected equity returns as an S-curve that improves with longer holding horizons. | · | tweet ↗ |
| 2026-08-27 | · | @ReneSellmann | · | Explains that near-term volatility is the cost required to capture a long-horizon edge. | · | tweet ↗ |
| 2026-08-27 | · | @ReneSellmann | · | Argues fewer investors compete on five-to-ten-year outcomes, creating time arbitrage. | · | tweet ↗ |
| 2026-08-27 | COST | @ReneSellmann | +0.40 | Uses Nick Sleep's multi-year Amazon and Costco holdings as evidence that holding time generated alpha. | +1.2% | tweet ↗ |
| 2026-08-27 | AMZN | @ReneSellmann | +0.40 | Uses Nick Sleep's multi-year Amazon and Costco holdings as evidence that holding time generated alpha. | +4.0% | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.