Rijnberk Investinsights
177 articles covering 106 companies
Adyen – 22x FCF for a Best-in-Class FinTech Stock growing at 20%+
• 2026-02-17T13:31:16.428+00:00
Infineon – The Overlooked German Chip Leader Dominating EVs, AI, and Power
• 2026-02-14T14:03:04.698+00:00
SAP – One of Europe’s Best Businesses is on Sale
• 2026-02-10T14:03:12.077+00:00
12x FCF for a Future Multi-Bagger? Meet Uber Technologies!
• 2026-02-07T14:31:40.113+00:00
ServiceNow – Oversold on a False Narrative, Now a Bargain!
• 2026-02-03T14:03:22.575+00:00
Netflix – Down 40%, Now a No-Brainer for Long-term Investors
• 2026-01-31T14:30:29.04+00:00
ASML – Record Orders, a 34% FCF Margin, and Poised for Mid-Teens Growth
• 2026-01-29T13:01:09.216+00:00
Caterpillar – A Global Industrial with a Hidden Compounding Engine (Deep Dive)
• 2026-01-24T14:02:39.706+00:00
TSMC – A 39% ROE, $30 billion in FCF, Forecast to grow at a 25% CAGR
• 2026-01-17T13:30:27.516+00:00
Dollar General – A Defensive Retailer Built to Compound (Deep Dive)
• 2026-01-10T14:30:38.498+00:00
Micron – AI Is Rewriting the Memory Playbook
• 2026-01-07T16:01:41.815+00:00
GE Aerospace – An Exceptional Compounder for Decades to Come (Deep Dive)
• 2026-01-03T13:30:47.848+00:00
Thermo Fisher Scientific – The Underdiscussed Gem in Pharma
• 2025-12-29T14:30:58.646+00:00
Lululemon – Cheap for a Reason
• 2025-12-27T13:30:39.932+00:00
Brookfield Corp. – A Berkshire-Like Compounder at a 30% Discount (A Deep Dive)
• 2025-12-20T13:30:57.077+00:00
Synopsys – A Great Buying Opportunity for Long-Term Investors
• 2025-12-17T14:02:45.045+00:00
Broadcom – The AI Winner Most Investors Still Underestimate
• 2025-12-13T14:30:54.447+00:00
Crowdstrike – Is it Really Worth 27x Sales and 140x Earnings?
• 2025-12-06T13:31:26.626+00:00
Chipotle ($CMG) – Should You Buy the 44% Dip?
• 2025-12-04T14:15:31.097+00:00
Texas Instruments – A Large Moat, Low Risk & Double-Digit FCF Growth Ahead
• 2025-11-29T14:02:41.777+00:00