All Newsletters

Rijnberk Investinsights

Visit Newsletter

Rijnberk Investinsights has 214 stock analyses indexed on RhinoInvestory, covering 74 companies across Communication Services, Consumer Discretionary, Consumer Staples and 4 more. Published Jan 2024 – Oct 2026.

Sectors Covered

Communication Services Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology

Countries Covered

Canada France Germany Israel Netherlands Taiwan US Uruguay

Stock Analyses by Rijnberk Investinsights

GE Aerospace – I am Buying the 24% Pullback

GE Aerospace ($GE) • 2026-10-24

TSMC – I Was Bullish, but Not Bullish Enough (Q3 Update)

TSMC ($TSM) • 2026-10-21

55% Growth, a 54% FCF Margin, a 63% ROIC – ASML is Worth Its Premium

ASML Holding N.V. ($ASML) • 2026-10-17

Starbucks – A Stock Worth Owning Long-Term at the Right Price

Starbucks Corporation ($SBUX) • 2026-10-15

Stryker Corp. – The Cheapest It Has Been Since 2016, for All the Wrong Reasons.

Stryker ($SYK) • 2026-10-10

Booking Holdings – AI is a Real Threat, But It’s Overestimated

Booking Holdings ($BKNG) • 2026-10-03

Moody’s Deep Dive – Buffett Owned It, Should You?

Moody's ($MCO) • 2026-09-26

LVMH – Still a Brilliant Compounder. Just Cheaper

LVMH ($MC.PA) • 2026-09-19

Broadcom – Cheap For a Reason, But Oversold All The Same

Broadcom ($AVGO) • 2026-09-12

CrowdStrike – I Love This Business, But The Valuation is Brutal

CrowdStrike ($CRWD) • 2026-09-10

Mobility Global – A Dirt-Cheap Monopoly Recently Spun-Off (A Deep Dive)

Mobility Global ($MBGL) • 2026-09-05

Synopsys — Still Indispensable, More Dominant Than Ever (Q3 Review)

Synopsys ($SNPS) • 2026-08-29

No, AI Is Not Killing S&P Global – Still A Buy-and-Hold Forever Stock

S&P Global ($SPGI) • 2026-08-22

Caterpillar – When a Cyclical Stops Trading Like One

Caterpillar ($CAT) • 2026-08-15

MercadoLibre – The Market is Short-Sighted. That’s the Opportunity.

Mercado Libre ($MELI) • 2026-08-12

Uber – A Terrific Business But a Terrible Stock

• 2026-08-08

Schneider Electric - A Multi-Decade Compounder in the Making

Schneider Electric ($SU.PA) • 2026-08-06

SAP SE – The AI Threat is Real, But Misunderstood

SAP ($SAP) • 2026-08-01

Abbott – Q2 Proved the Discount Won't Last

Abbott Laboratories ($ABT) • 2026-07-30

ServiceNow – The Market Is Selling a Narrative, The Numbers Tell a Different Story

Now ($NOW) • 2026-07-25