In this episode, we’re joined by René Sellmann, teacher, investor, and co-host of the No More Investing Secrets podcast. We dive deep into his philosophy of quality investing, the role of capital allocation, and why he's not afraid to underperform the market in the short term if it means staying true to his process. Topics we covered: - What makes a business “high quality” — and why it matters more than ever - Evolution AB’s earnings — growth, regulation, and dividend safety - Why René believes most investors should simplify their mental models - Should companies cut dividends to boost buybacks? A spicy take - Psychology, patience, and performance — how to think long-term - Listener questions on REITs, ETFs, valuation, and when to sell Mentioned Stocks (Yahoo tickers): Evolution AB (EVO.ST) Interactive Brokers (IBKR) LVMH (MC.PA) Edenred (EDEN.PA) Visa (V) Microsoft (MSFT) Apple (AAPL) Capri Holdings (CPRI) Bayer (BAYN.DE) Unilever (ULVR.L / UL) Deutsche Pfandbriefbank (PBB.DE) InteractiveBrokers (IBKR) Violea (VIE) Links Mentioned - Rene | Substack Quality Investing with René Sellmann | Rene | Substack Follow Rene on his socials: X: https://x.com/ReneSellmann Threads: https://www.threads.com/@rene_sellmann YouTube: https://www.youtube.com/c/Ren%C3%A9Sellmann P.S. Not a premium subscriber yet ? Join us now at www.dividendtalk.eu . You’ll get access to 20 deep dives per year, 100+ dividend stock cards, our private Discord group, and our course on the three financial statements. See you on the inside!
