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Uber shares remain a bargain, and I am buying.
After a solid Q4 and a quarter full of AV fears, Uber shares remain a bargain. Let me explain why!
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Daan Rijnberk
2
ServiceNow, Inc. – I bought the post-earnings dip. Here’s why!
After dropping as much as 15% after reporting Q4 numbers last week, NOW shares finally show sufficient weakness to initiate a position. Let me show you…
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Daan Rijnberk
2
Portfolio Update Feb. 2024 (up 7.4% YTD)
After my best January in 4 years (+7.4%), here is an update on my portfolio allocation, performance, and monthly transactions for November!
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Daan Rijnberk
ASML Holding N.V. – Current fear-driven weakness is a gift to investors
In this post, I will cover the ASML Q4 earnings and its most recent investor day, updating the investment thesis.
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Daan Rijnberk
2
What stocks would you like to be covered in February? (Paid subs only)
This is your chance to let me know which stocks you'd like to read a deep dive analysis on!
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Daan Rijnberk
6

January 2025

Texas Instruments Inc. – Can current multiples still be justified?
Last week was a disaster for TXN, as its Q4 results and Q1 guidance fell short of expectations. Let's delve into all the details and answer the question…
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Daan Rijnberk
4
Spotify Technology S.A. – A Deep Dive
High growth, profitable, a great moat, and dominant market position. What is there not to like for investors about Spotify? Let me tell you all about it…
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Daan Rijnberk
4
The TSMC Q4 results – A very bullish sign for the semiconductor industry
Let's take a close look at TSMC's Q4 results and figure out what it means for TSMC and its peers/suppliers.
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Daan Rijnberk
2
Deutsche Telekom AG – Not exciting, but poised for 12% annual returns
Should you buy a boring telecom business? Yes, you should, but only this one!
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Daan Rijnberk
1
The Bargain Radar #1 - Here are three stocks worth buying today
There are always great investing opportunities to be found in the financial markets for those able to look through the noise. Let me introduce you to…
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Daan Rijnberk
14
Thermo Fisher Scientific Inc. – Uniquely positioned for long-term success (A Deep Dive)
Here it is: My Deep Dive into TMO!
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Daan Rijnberk
8
Mastercard, Inc. – One of the best stocks to own for the decade ahead (Deep Dive)
This is my Mastercard Deep Dive!
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Daan Rijnberk
6
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