Скачать или смотреть EPS 255 | Quality Investing with Rene Sellmann

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In this episode, we’re joined by    / ren%c3%a9sellmann  , a teacher, investor, and deep thinker on capital allocation and quality investing. We explore his investing philosophy, how he defines “quality,” and why he believes in simplicity, patience, and mental clarity over chasing trends.

Topics we covered:
René’s personal investing framework — from mental models to the art of filtering noise
Evolution AB’s earnings and what they tell us about regulatory headwinds
The trade-off between buybacks and dividends in capital-light businesses
Why René avoids banks, airlines, and fashion retail — and what sectors he prefers
How he thinks about financial independence, lifestyle inflation, and staying grounded
Listener questions on valuation, portfolio construction, dividend growth signals, and more

Mentioned Stocks (Yahoo tickers):
Evolution AB (EVO.ST)
Interactive Brokers (IBKR)
Visa (V)
Microsoft (MSFT)
Apple (AAPL)
LVMH (MC.PA)
Edenred (EDEN.PA)
Bunzl (BNZL.L)
Veolia (VIE.PA)
Deutsche Pfandbriefbank (PBB.DE)
Bayer (BAYN.DE)
Capri Holdings (CPRI)

Chapters:

00:00 – Intro: Meet René Sellmann
01:05 – Evolution AB earnings: Growth slowing or maturing?
05:55 – Should Evolution cut its dividend?
08:25 – Capital allocation and management discipline
13:00 – Interactive Brokers: A high-quality compounder?
16:30 – How René got started investing
19:10 – What’s your ultimate goal as an investor?
22:30 – Why invest in individual stocks vs ETFs?
25:00 – Family and friends: Do they invest too?
26:15 – Should you care about your portfolio's performance?
28:55 – Investing mental models that actually help
32:10 – Simplicity vs paralysis: How René filters ideas
34:00 – Does macro matter at all?
36:15 – Sectors René avoids: Banks, airlines, fashion
39:00 – What retail investors often misunderstand
42:00 – Dividend growth investing: René’s honest take
48:00 – The psychological power of dividends
51:00 – Would René ever buy a 100% payout stock?
54:00 – Management quality & reinvestment decisions
56:15 – Listener Q: What predicts dividend growth?
59:00 – Valuation & the danger of long-term extrapolation
1:02:30 – How many of René’s stocks pay dividends?
1:04:20 – Final thoughts on quality, discipline & staying patient


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