41investmentsEquity MatesAlessandro (Macro Strategist)Asian Century StocksBase Hit InvestingFinPodBusiness BreakdownsForward GuidanceAlphaSenseBaFin - Managers' transactionsBejaminAIAsian Dividend StocksCapital Employed FMA Peek Behind the NumbersCapital CyclistsBenzingaFresh InvestBos InvestBest Anchor StocksBeehiivBloomberg NewsBehind the Balance SheetBehind the Balance SheetBizTocAtom FinanceAlluvialAmibrokerBeyondSPXBamSECFounders41investmentsEquity MatesAlessandro (Macro Strategist)Asian Century StocksBase Hit InvestingFinPodBusiness BreakdownsForward GuidanceAlphaSenseBaFin - Managers' transactionsBejaminAIAsian Dividend StocksCapital Employed FMA Peek Behind the NumbersCapital CyclistsBenzingaFresh InvestBos InvestBest Anchor StocksBeehiivBloomberg NewsBehind the Balance SheetBehind the Balance SheetBizTocAtom FinanceAlluvialAmibrokerBeyondSPXBamSECFounders41investmentsEquity MatesAlessandro (Macro Strategist)Asian Century StocksBase Hit InvestingFinPodBusiness BreakdownsForward GuidanceAlphaSenseBaFin - Managers' transactionsBejaminAIAsian Dividend StocksCapital Employed FMA Peek Behind the NumbersCapital CyclistsBenzingaFresh InvestBos InvestBest Anchor StocksBeehiivBloomberg NewsBehind the Balance SheetBehind the Balance SheetBizTocAtom FinanceAlluvialAmibrokerBeyondSPXBamSECFounders

Rijnberk Investinsights

Substack

Articles

199

Companies covered

87

Sectors

7

Countries

9

Research Articles

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

Burak FinanceBaFin - Managers' transactionsFinPodAsian Century StocksAtom FinanceBloomberg NewsBehind the Balance SheetCapital Employed FMBeyondSPXAmibrokerBusiness Breakdowns41investmentsAcquiredBenzingaBejaminAIEquity MatesAlphaSenseBloomberg TerminalAlluvialAsian Dividend StocksBristlemoon ResearchBehind the Balance SheetBase Hit InvestingBamSECCapital CyclistsCapital AllocatorsFoundersBos InvestBizTocAlessandro (Macro Strategist)Burak FinanceBaFin - Managers' transactionsFinPodAsian Century StocksAtom FinanceBloomberg NewsBehind the Balance SheetCapital Employed FMBeyondSPXAmibrokerBusiness Breakdowns41investmentsAcquiredBenzingaBejaminAIEquity MatesAlphaSenseBloomberg TerminalAlluvialAsian Dividend StocksBristlemoon ResearchBehind the Balance SheetBase Hit InvestingBamSECCapital CyclistsCapital AllocatorsFoundersBos InvestBizTocAlessandro (Macro Strategist)Burak FinanceBaFin - Managers' transactionsFinPodAsian Century StocksAtom FinanceBloomberg NewsBehind the Balance SheetCapital Employed FMBeyondSPXAmibrokerBusiness Breakdowns41investmentsAcquiredBenzingaBejaminAIEquity MatesAlphaSenseBloomberg TerminalAlluvialAsian Dividend StocksBristlemoon ResearchBehind the Balance SheetBase Hit InvestingBamSECCapital CyclistsCapital AllocatorsFoundersBos InvestBizTocAlessandro (Macro Strategist)