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Oracle is Firing on All Cylinders — So Why Did I Sell My Shares?
Oracle’s fiscal Q4 results were incredible, but red flags remain present. Was I right to sell my shares?
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Daan | InvestInsights
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Lululemon Athletica – Should you buy the 20% sell-off?
Are Lululemon shares attractive enough after losing over 20% of their value over the last week following the company's Q1 results?
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Daan | InvestInsights
Crowdstrike is Still a Rule of 40 Business — Just Not a 25x Sales One
Crowdstrike is priced for perfection, but is it delivering? Are shares a good buy for retail investors, or should you stay on the sidelines?
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Daan | InvestInsights
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InvestInsights Portfolio Update - June 2025
Here is an updated look at my portfolio after a brilliant May - my second-best month since 2022.
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Daan | InvestInsights

May 2025

Salesforce Looks Cheap Again: 14% CAGR Potential from a Blue-Chip Compounder
Despite slower AI adoption and macro concerns, this CRM leader may be one of the best-value plays in enterprise software right now, + my thoughts on the…
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Daan | InvestInsights
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Lowe’s Stock Analysis: Is This Dividend King a Buy in 2025?
This isn’t the time to chase hype. It’s the time to buy high-quality compounders at reasonable prices.
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Daan | InvestInsights
Adidas AG – The Best Turnaround Story in Europe? I see Room for 17% annualized returns
Margins are back, Yeezy is gone, and growth is compounding — but the market hasn’t priced it in, with adidas trading at a 0.7x PEG.
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Daan | InvestInsights
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The Watchlist Report #1 – These 5 Stocks Are Too Cheap to Ignore
Real opportunities. No hype. Just stocks with big upside and strong fundamentals. Pure undervalued opportunities to check out.
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Daan | InvestInsights
MercadoLibre Is Crushing It — But I’m Not Buying (Yet)
LatAm’s digital king just crushed Q1 —MELI could easily 3x by 2035, but the current setup isn’t perfect despite my bullish stance.
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Daan | InvestInsights
2
The Trade Desk ($TTD) Just Proved Everyone Wrong — Again.
The Q1 results were a mic drop. The stock still trades as if the bear case has won. It didn’t.
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Daan | InvestInsights
Uber Technologies – Shares remain cheap, with potential for a 17% return CAGR
After a 37% rally YTD, are Uber shares still worth buying? The answer is YES!
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Daan | InvestInsights
3
Spotify Technology S.A. - This is a top pick in this market, but it comes at a premium
Time to revisit my Spotify thesis after the company reported its Q1 results recently! Without a doubt, Spotify is a top pick amid heightened…
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Daan | InvestInsights
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