Rijnberk Investinsights

Substack

Articles

207

Companies covered

73

Sectors

7

Countries

8

Research Articles

LVMH – Still a Brilliant Compounder. Just Cheaper

Sep 19, 2026

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

Sep 12, 2026

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

Sep 10, 2026

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

Sep 5, 2026

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

Aug 29, 2026

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

Aug 22, 2026

Caterpillar – When a Cyclical Stops Trading Like One

Aug 15, 2026

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

Aug 12, 2026

Uber – A Terrific Business But a Terrible Stock

Aug 8, 2026

Schneider Electric - A Multi-Decade Compounder in the Making

Aug 6, 2026

SAP SE – The AI Threat is Real, But Misunderstood

Aug 1, 2026

Abbott – Q2 Proved the Discount Won't Last

Jul 30, 2026

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

Jul 25, 2026

Intuitive Surgical – I am Buying the 42% Correction

Jul 23, 2026

GE Aerospace – A Stock I Never Intend to Sell

Jul 18, 2026

ASML Just Reset Expectations With a blowout Q2

Jul 16, 2026

Stryker Corporation – Start Buying Quality While It's Out of Favor (A Deep Dive)

Jul 11, 2026

Qualcomm – A Contrarian Pick With Huge Upside Potential (A Deep Dive)

Jul 4, 2026

Palantir Technologies – A Stunning Business, But a Hard Pass For Me (A Deep Dive)

Jun 27, 2026

Veeva Systems – A Deep Dive into a Misunderstood SaaS Stock, Now on Sale

Jun 20, 2026

Whoever Wins the Chip War, Synopsys Profits

Jun 6, 2026

Shopify – A Deep Dive into the Toll Booth of Global Commerce

May 30, 2026

The AI Era Has a Complexity Problem. Datadog Is the Answer.

May 23, 2026

ServiceNow – One SaaS Stock That Gets Better as AI Gets Bigger

May 16, 2026

MercadoLibre – The Market Is Selling the Future at Yesterday's Price

May 12, 2026

Mastercard – Fear Has Put the World's Greatest Toll Booth On Sale

May 5, 2026

Lam Research – Not the Flashiest Name in Semiconductors, But One of the Best

Apr 29, 2026

Hermes – Buy Today and Hold Forever

Apr 25, 2026

Netflix – This 13% Dip Doesn’t Make it a Buy.

Apr 23, 2026

Taiwan Semiconductor – How Can You Not Be Bullish Now? (Q1 Review)

Apr 21, 2026

Adyen – 22x FCF for a Best-in-Class FinTech Stock growing at 20%+

Feb 17, 2026

Infineon – The Overlooked German Chip Leader Dominating EVs, AI, and Power

Feb 14, 2026

SAP – One of Europe’s Best Businesses is on Sale

Feb 10, 2026

12x FCF for a Future Multi-Bagger? Meet Uber Technologies!

Feb 7, 2026

ServiceNow – Oversold on a False Narrative, Now a Bargain!

Feb 3, 2026

Netflix – Down 40%, Now a No-Brainer for Long-term Investors

Jan 31, 2026

ASML – Record Orders, a 34% FCF Margin, and Poised for Mid-Teens Growth

Jan 29, 2026

Caterpillar – A Global Industrial with a Hidden Compounding Engine (Deep Dive)

Jan 24, 2026

TSMC – A 39% ROE, $30 billion in FCF, Forecast to grow at a 25% CAGR

Jan 17, 2026

Dollar General – A Defensive Retailer Built to Compound (Deep Dive)

Jan 10, 2026

Micron – AI Is Rewriting the Memory Playbook

Jan 7, 2026

GE Aerospace – An Exceptional Compounder for Decades to Come (Deep Dive)

Jan 3, 2026

Thermo Fisher Scientific – The Underdiscussed Gem in Pharma

Dec 29, 2025

Lululemon – Cheap for a Reason

Dec 27, 2025

Brookfield Corp. – A Berkshire-Like Compounder at a 30% Discount (A Deep Dive)

Dec 20, 2025

Synopsys – A Great Buying Opportunity for Long-Term Investors

Dec 17, 2025

Broadcom – The AI Winner Most Investors Still Underestimate

Dec 13, 2025

Crowdstrike – Is it Really Worth 27x Sales and 140x Earnings?

Dec 6, 2025

Chipotle ($CMG) – Should You Buy the 44% Dip?

Dec 4, 2025

Texas Instruments – A Large Moat, Low Risk & Double-Digit FCF Growth Ahead

Nov 29, 2025

Meta Platforms – Entering an AI Arms Race It Has No Business Fighting

Nov 22, 2025

Datadog – Brilliant Q3 Results Strengthen My Long-Term Thesis!

Nov 19, 2025

The Trade Desk – Oversold, Misunderstood, and Too Cheap to Ignore

Nov 15, 2025

Booking Holdings - A World-Class Compounder Trading at a Value Price

Nov 6, 2025

MercadoLibre – Delivers A brilliant Q3, But How Real is the Amazon Threat?

Nov 4, 2025

Monday ($MNDY) – A Rule of 50, but at Risk of Becoming Irrelevant

Nov 1, 2025

PayPal – Mispriced, Misunderstood, and Stronger Than Ever (Q3 Review)

Oct 30, 2025

Lam Research – A Rule of 50 Compounder with Exceptional Fundamentals

Oct 27, 2025

Netflix – I Bought This 10% Sell-off!

Oct 25, 2025

American Express – Delivers a Perfect Q3, Still a Top-Class Compounder

Oct 22, 2025

TSMC ($TSM) – Q3 Results Reaffirm Why It Belongs in Every Long-Term Portfolio

Oct 21, 2025

Intuitive Surgical - A 60%+ Market Share That Comes with 85% Recurring Revenue (A Deep Dive)

Oct 18, 2025

🚨 I Made MercadoLibre My #1 Position and Exited LVMH!

Oct 17, 2025

ASML N.V. – Time to Take Profits, or Should You Load Up? (A Q3 Review)

Oct 15, 2025

EssilorLuxottica (EL) – A European Powerhouse with an unassailable Moat

Oct 8, 2025

ARM Holding – The Picks-and-Shovels Play For Next Decade of Compute

Oct 4, 2025

Duolingo, Inc. – A Rule of 70 Facing AI Disruption (A Deep Dive)

Sep 27, 2025

Broadcom – An AI Powerhouse With 20%+ Growth and a 44% FCF Margin

Sep 20, 2025

Oracle’s 36% Rally is Built on Hope, Not Fundamentals

Sep 16, 2025

Synopsys Crashed 36% — What Investors Need to Know

Sep 13, 2025

Lululemon – A Turning Point That Breaks the Bull Case

Sep 10, 2025

CrowdStrike – Still the King of Cybersecurity, But is the Stock a Buy?

Sep 6, 2025

Justifying Meta’s $69B Reality Labs Loss — Here’s My Case

Aug 27, 2025

Adyen N.V. – Still a FinTech Winner, Ignore the Short-Term Noise!

Aug 23, 2025

ServiceNow - One of the Best Tech Stocks to Own for the Next 10+ Years

Aug 16, 2025

Massive Moat, Relentless Growth, and a Bright AV Future — Uber Is Still a Buy

Aug 13, 2025

The Trade Desk ($TTD) – Should You Buy the 39% Dip or is the Thesis Falling Apart?

Aug 9, 2025

Ignore the EPS Miss — MercadoLibre's Long-Term Thesis Has Never Looked Better

Aug 7, 2025

PayPal is a Bargain – A Rare Chance for 19% Annualized Returns

Jul 31, 2025

Thermo Fisher – Still One of the Best Compounders in Healthcare

Jul 26, 2025

American Express – Great Business, Good Quarter, Less Attractive Price

Jul 24, 2025

Netflix – A World-Class Compounder Trading at a Premium

Jul 22, 2025

TSMC ($TSM) Is Too Cheap to Ignore – I see room for 16% annualized returns

Jul 19, 2025

ASML Holding N.V. – This 10% Sell-Off is a Gift to Investors

Jul 17, 2025

Micron Technology is a Potential Multi-Bagger by 2030 – I am Buying (A Deep Dive)

Jul 12, 2025

Nike Inc. – Overoptimism Leads to Overvaluation

Jul 9, 2025

SAP SE - An Undisruptible Business with a Stellar Outlook (Deep Dive)

Jul 5, 2025

Copart, Inc. – A one-of-a-kind business with a killer business model (Deep Dive)

Jun 28, 2025

Chipotle Is a Best-in-Class Compounder With a Bright Future (Deep Dive)

Jun 21, 2025

Oracle is Firing on All Cylinders — So Why Did I Sell My Shares?

Jun 14, 2025

Lululemon Athletica – Should you buy the 20% sell-off?

Jun 11, 2025

Crowdstrike is Still a Rule of 40 Business — Just Not a 25x Sales One

Jun 7, 2025

Salesforce Looks Cheap Again: 14% CAGR Potential from a Blue-Chip Compounder

May 31, 2025

Lowe’s Stock Analysis: Is This Dividend King a Buy in 2025?

May 27, 2025

Adidas AG – The Best Turnaround Story in Europe? I see Room for 17% annualized returns

May 24, 2025

MercadoLibre Is Crushing It — But I’m Not Buying (Yet)

May 17, 2025

The Trade Desk ($TTD) Just Proved Everyone Wrong — Again.

May 13, 2025

Uber Technologies – Shares remain cheap, with potential for a 17% return CAGR

May 10, 2025

Spotify Technology S.A. - This is a top pick in this market, but it comes at a premium

May 9, 2025

Starbucks & Booking earnings reviews

May 7, 2025

PayPal is a no-brainer right now (Stock Analysis)

May 3, 2025

ServiceNow, Inc. – Should you still buy the dip?

Apr 30, 2025

Texas Instruments Inc. – Good results but a cloudy outlook

Apr 28, 2025

L'Oréal S.A. – This is a true SWAN (A Deep Dive)

Apr 26, 2025

ASML Holding N.V. – Please, ignore this short-term noise

Apr 19, 2025

Adobe at 17x earnings is a bargain, no doubt – I am buying.

Apr 16, 2025

American Express – A must-own for long-term investors (Deep Dive)

Apr 13, 2025

Thermo Fisher Scientific – A MedTech giant now available at a discount

Apr 11, 2025

Lululemon Athletica ($LULU) – Earnings review + thesis update

Apr 5, 2025

Lam Research Corp. – I have just tripled my position in this brilliant compounder

Mar 29, 2025

Broadcom Inc. – Impressive but also heavily reliant on AI and hyperscaler CapEx

Mar 14, 2025

Crowdstrike Holdings, Inc – Are shares finally a buy after a 30%+ drop?

Mar 11, 2025

Taiwan Semiconductor ($TSM) – This is now an absolute bargain

Mar 8, 2025

Salesforce, Inc. – I am not convinced (Stock Analysis)

Mar 6, 2025

Synopsys, Inc. - A must-own and now trading at a discount

Mar 2, 2025

Booking Holdings Inc. – One of the best-managed businesses you'll find!

Feb 27, 2025

MercadoLibre, Inc. - Showcasing its quality with a strong Q4 report

Feb 25, 2025

DraftKings Inc. – A Deep Dive

Feb 22, 2025

Earnings Reviews – Applied Materials & Airbnb

Feb 19, 2025

Earnings Reviews – Monday.com, Coca-Cola & Adyen

Feb 15, 2025

The Trade Desk, Inc. – Time to buy shares amid a 30%+ sell-off?

Feb 13, 2025

Uber shares remain a bargain, and I am buying.

Feb 9, 2025

ServiceNow, Inc. – I bought the post-earnings dip. Here’s why!

Feb 5, 2025

ASML Holding N.V. – Current fear-driven weakness is a gift to investors

Feb 1, 2025

Texas Instruments Inc. – Can current multiples still be justified?

Jan 28, 2025

Spotify Technology S.A. – A Deep Dive

Jan 25, 2025

The TSMC Q4 results – A very bullish sign for the semiconductor industry

Jan 24, 2025

Deutsche Telekom AG – Not exciting, but poised for 12% annual returns

Jan 18, 2025

Thermo Fisher Scientific Inc. – Uniquely positioned for long-term success (A Deep Dive)

Jan 11, 2025

Mastercard, Inc. – One of the best stocks to own for the decade ahead (Deep Dive)

Jan 4, 2025

Nike, Inc. – I am optimistic (A Deep Dive)

Dec 28, 2024

Broadcom Inc. – A Deep Dive into this technology conglomerate

Dec 21, 2024

Oracle Corporation – This business has transformed into a long-term winner

Dec 17, 2024

Lululemon Athletica, Inc. – Still an ultra-high-quality fashion business

Dec 10, 2024

Salesforce, Inc. – The new leader in AI, but optimism might have been overdone

Dec 7, 2024

ServiceNow, Inc. – An astonishing business I would love to own

Nov 30, 2024

Qualcomm Inc. – A Deep Dive into its future and investment thesis

Nov 24, 2024

Mondelez International, Inc. – The best Defensive stock pick today

Nov 21, 2024

monday.com Ltd. - Still a Rule of 40 business (Quarterly Review)

Nov 14, 2024

MercadoLibre, Inc. – This 17% sell-off is a gift to investors (Stock Analysis)

Nov 10, 2024

Starbucks Corp. – Amid turnaround hopes, is this the time to buy?

Nov 6, 2024

Uber Technologies – A brilliant business executing to perfection (Quarterly Update)

Nov 2, 2024

Lam Research Corp. – Now undervalued and poised for outperformance!

Oct 29, 2024

Texas Instruments Inc. – An absolute gem in the semiconductor industry (A Deep Dive)

Oct 26, 2024

The Procter & Gamble Company – A brilliant business at a hefty price tag (Earnings Analysis)

Oct 24, 2024

I am buying LVMH shares today, and here’s why! (Q3 Earnings Analysis)

Oct 21, 2024

ASML Holding N.V. – Here is my take after the Q3 earnings and a 20%+ sell-off

Oct 19, 2024

EssilorLuxottica (EL) – This company has an unparalleled moat (A Deep Dive)

Oct 12, 2024

Oracle Corporation - Is the hype justified, or is it time to take profits? [Stock Analysis]

Oct 5, 2024

Universal Music Group – A Deep Dive into one of Bill Ackman’s favorite stocks

Sep 28, 2024

Adobe Inc. – An opportunity amid AI fears or getting disrupted?

Sep 21, 2024

Lowe’s Companies, Inc. – A true SWAN stock, one I would love to own (Deep Dive)

Sep 7, 2024

Lululemon Athletica, Inc. – Misunderstood and now an absolute bargain!

Sep 1, 2024

adidas AG – A turnaround in the making (A Deep Dive)

Aug 25, 2024

Monday.com – Q2 results prove it remains a best-in-class software pick

Aug 20, 2024

Booking Holdings – Shares are on sale once again!

Aug 14, 2024

Uber Technologies – This is why it remains my largest position

Aug 9, 2024

August 1st portfolio update - I exited PayPal and First Solar, added 10 new positions

Aug 1, 2024

Starbucks Corporation – I am happily buying at these levels

Jul 31, 2024

Enphase, KLA, Comcast – Time to buy or not? Here's my take after earnings

Jul 28, 2024

Brilliant Q2 results and a 12% sell-off – TSMC is still a bargain!

Jul 23, 2024

ASML Holding N.V. – The 11% post-earnings sell-off is (mostly) justified

Jul 18, 2024

FedEx is still a Deep Value opportunity after Q4 results

Jul 6, 2024

This is why I am actively buying Qualcomm shares right now!

Jun 29, 2024

PayPal vs Apple Pay – What Apple’s WWDC announcements mean for PayPal (It isn’t great)

Jun 23, 2024

An LVMH trading and financial update – Is now the time to buy?

Jun 20, 2024

Oracle Corporation – Its cloud computing edge is finally materializing

Jun 16, 2024

Lululemon Athletica Inc. - Time to buy? What fundamental & technical analysis is telling us

Jun 12, 2024

Salesforce, Inc. – The sell-off presents an opportunity. I am buying.

Jun 9, 2024

Analog Devices vs Texas Instruments - Which one is superior?

May 28, 2024

A deep dive into PayPal Holdings – Still a value opportunity or doomed to fail?

May 26, 2024

MercadoLibre – A deep dive into this Latin American industry leader

May 19, 2024

Infineon Technologies AG – Still undervalued, with potential annual returns exceeding 13%.

May 15, 2024

Uber Technologies – A brilliant company now trading at a discount

May 9, 2024

Booking Holdings Inc. – Delivered a blowout Q1

May 7, 2024

Qualcomm Incorporated – Don't underestimate its prospects

May 5, 2024

Starbucks Corporation – One of its worst quarters ever, but still a buy

May 2, 2024

KLA Corporation – One for on your watchlist, but don't pull the trigger yet (Earnings Review)

May 1, 2024

Meta Platforms, Inc. – This sell-off is an opportunity

Apr 28, 2024

TSMC – Let’s be realistic; this is a no-brainer today

Apr 25, 2024

ASML Holding N.V. – Significant growth ahead (A Q1 review)

Apr 18, 2024

Delta Air Lines, Inc. – Sets the benchmark with decent Q1 results

Apr 14, 2024

Enphase Energy, Inc. – Time to add this solar leader to your watchlist

Apr 4, 2024

Lululemon Athletica Inc. – One of my absolute favorite companies

Mar 31, 2024

NIKE, Inc – A fiscal Q3 earnings review (Hold rating)

Mar 27, 2024

Oracle Corporation – A fiscal Q3 earnings review (Buy Rating)

Mar 24, 2024

Booking Holdings Inc. – Now a terrific dividend growth investment

Mar 21, 2024

eBay Inc. – A rare possible value play

Mar 14, 2024

Comcast Corporation – All you need to know about this media giant

Mar 10, 2024

Monday.com Ltd. – A Deep Dive into a Rule of 50 SaaS leader

Mar 3, 2024

Mondelez International, Inc. – Well positioned for ongoing success

Feb 28, 2024

Applied Materials, Inc. – This company is of exceptional quality

Feb 21, 2024

Uber Technologies – A Brilliant company that comes with a hefty price tag

Feb 16, 2024

Weekly Insight #6 – JPMorgan sees 20-30% downside in global markets

Feb 12, 2024

Expedia Group – Please don't ignore this sell-off opportunity

Feb 11, 2024

Infineon Technologies AG – Remains one of our rare “strong buys” after earnings

Feb 8, 2024

Meta & Amazon – Only one is a buy after earnings

Feb 7, 2024

Qualcomm Incorporated – The Q1 report is a mixed bag but we remain bullish

Feb 2, 2024

Starbucks Corporation – Don’t be fooled by the earnings miss

Feb 1, 2024

KLA Corporation - 2024 WFE guidance is below expectations

Jan 27, 2024

The Procter & Gamble Company - Q2 results show why it remains an investor favorite

Jan 27, 2024

ASML Holding N.V. - A Q4 earnings review

Jan 26, 2024

Market Insight – TSMC and Synopsys

Jan 23, 2024

Market Insight – Unity Software & Delta Air Lines

Jan 17, 2024

Market Insight - Why we continue to avoid Boeing following last Friday's incident

Jan 10, 2024

Synopsys: A Truly Unique Company Worth Your Consideration

Jan 2, 2024

Investor's Dilemma: Lam Research Shines Amid Risks, but is the Price Right?

Jan 2, 2024