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
-2.01
hit rate
35%
mean α
-0.72%
signals 14d
104
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: 35% hit rate, -0.72% mean alpha, trader score -2.01. Their last-14d mentions, direction-adjusted, have moved -2.2% since posting (mean over 72 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | WSE | @ReneSellmann | +0.65 | Presents a bullish Wise thesis based on moat, infrastructure, expectations, and KPIs. | +0.8% | tweet ↗ |
| 2026-10-16 | WISE | @ReneSellmann | +0.65 | Presents a bullish Wise thesis based on moat, infrastructure, expectations, and KPIs. | +0.7% | tweet ↗ |
| 2026-10-16 | WISE | @ReneSellmann | +0.75 | Defends Wise's long-term economics, marketing investment, customer growth, and moat. | +0.7% | tweet ↗ |
| 2026-10-16 | WSE | @ReneSellmann | +0.55 | Expresses disbelief that the market is selling Wise after its results. | +0.8% | tweet ↗ |
| 2026-10-16 | IBKR | @ReneSellmann | +0.00 | Quotes IBKR commentary on S&P gains and heavy concentration in the largest technology stocks. | -2.9% | tweet ↗ |
| 2026-10-16 | IBKR | @ReneSellmann | +0.75 | Recaps a successful long-term IBKR investment and regrets trimming twice. | -2.9% | tweet ↗ |
| 2026-10-15 | WSE | @ReneSellmann | +0.60 | Wise reports strong Q2 FY27 growth and guides FY27 growth to the upper half of its range. | -8.5% | tweet ↗ |
| 2026-10-15 | WISE | @ReneSellmann | +0.60 | Wise reports strong Q2 FY27 growth and guides FY27 growth to the upper half of its range. | -3.5% | tweet ↗ |
| 2026-10-15 | IBKR | @ReneSellmann | +0.60 | IBKR reports strong growth across accounts, equity, trading, loans, and net interest income. | -6.7% | tweet ↗ |
| 2026-10-15 | IBKR | @ReneSellmann | +0.40 | Discloses IBKR and WSE as two of the author's largest holdings ahead of earnings. | -6.7% | tweet ↗ |
| 2026-10-15 | WSE | @ReneSellmann | +0.40 | Discloses IBKR and WSE as two of the author's largest holdings ahead of earnings. | -8.5% | tweet ↗ |
| 2026-10-15 | BULL | @ReneSellmann | -0.05 | Explores potential TIGR take-private buyers while disclosing a strongly bullish long position. | -10.2% | tweet ↗ |
| 2026-10-15 | GRAB | @ReneSellmann | -0.05 | Explores potential TIGR take-private buyers while disclosing a strongly bullish long position. | -7.0% | tweet ↗ |
| 2026-10-15 | IBKR | @ReneSellmann | -0.05 | Explores potential TIGR take-private buyers while disclosing a strongly bullish long position. | -6.7% | tweet ↗ |
| 2026-10-15 | TIGR | @ReneSellmann | +0.80 | Explores potential TIGR take-private buyers while disclosing a strongly bullish long position. | -4.9% | 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.