When One Stock Becomes 8% of the S&P ... (+ other stocks)

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 more.

If you like this kind of thinking, you’ll probably enjoy the blog too:
https://www.compoundwithrene.com/

Let’s start with the obvious: there’s too much investing content out there! Most of it is surface-level, driven by frequency, clicks, or engagement hacks.

I built my blog to be the exact opposite:
✅ The highest quality write-ups you will find on the market
✅ Low-noise, high-signal.
✅ Deep thinking, not dopamine-inducing content.
✅ In-depth write-ups on hidden, but super high-quality businesses from all across the globe
✅ Timely updates on my portfolio decisions
✅ Mental models & valuation templates to improve your PROCESS
✅ Exclusive interviews
✅ Macro commentary

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DISCLAIMER:
The content provided on this channel should be considered an educational resource and should not be construed as individualized investment advice, nor as a recommendation to buy or sell specific securities. The stocks and funds discussed on this channel are examples only and may not be appropriate for your individual circumstances.

Before making any financial or investment decisions, I recommend you consult a financial planner or advisor to take into account your personal investment objectives, financial situation, and individual needs.

In no event shall René Sellmann be liable to any viewer for any damages of any kind arising out of the use of any content published on this channel, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages.

I hope you enjoyed the content!